ii. Land-Use Criteria..............................................
[]
1. Allowable land-use......................................... []
2. Prohibited land-use........................................ []
3. Special uses............................................... []
iii. Performance Standards (except local, state, federal environmental
regulations)................................................... []
1. Noise...................................................... []
2. Fire and explosives........................................ []
3. Vibration or shock......................................... []
4. Smoke or heat.............................................. []
5. Illumination or glare...................................... []
6. Particulate matter, dust and dirt.......................... []
7. Electrical disturbances.................................... []
8. Odors, toxic and noxious matter............................ []
9. Drainage................................................... []
10. Excavations................................................ []
11. Radiation.................................................. []
iv. Space Allocations and Dimensional Standards.................... []
1. Building-to-land ratio..................................... []
Minimum building size...................................... []
Minimum lot size........................................... []
2. Set-backs- front yard...................................... []
3. Set-backs- side yard....................................... []
4. Set-backs- rear yard....................................... []
5. Exceptions to side yard and rear yard limits............... []
6. Rail siding................................................ []
7. Height limitations......................................... []
Allowable variations....................................... []
8. Off-street parking areas................................... []
9. Off-street loading areas................................... []
10. Easements and rights-of-way................................ []
11. Streets and driveways...................................... []
12. Sidewalks and curbing...................................... []
v. Architectural and Aesthetic Standards.......................... []
1. Landscaping and limitations on cutting natural growth...... []
2. Exterior construction, permitted materials, prohibited
materials, approved construction methods................... []
3. Signs...................................................... []
4. Outdoor storage............................................ []
5. Maintenance requirements, refuse collection and prohibition of
junk storage............................................... []
6. Utilities placement and design............................. []
vi. Implementation of Plans and Construction....................... []
1. Architectural review and approval of building plans-
procedure.................................................. []
2. Extension to include additional property................... []
3. Developers right to alter or change covenants.............. []
4. Enforcement................................................ []
5. Fees....................................................... []
6. Property owners association................................ []
7. Repurchase rights.......................................... []
8. Separability............................................... []
9. Termination and modifications.............................. []
10. Constructive notice and acceptance......................... []
11. Completion of construction, temporary structures........... []
12. Miscellaneous.............................................. []
vii. Special Provisions Peculiar to Project or Site................. []
XIV. Buildings: Office, Warehouse, Industrial
A. Available Buildings................................................ []
1. Location....................................................... []
2. Year built..................................................... []
3. Owner.......................................................... []
4. Total number of square feet, usable square feet................ []
5. Condition of building.......................................... []
6. Current zoning, transferbility................................. []
7. Date of availibility........................................... []
8. Neighborhood environment, appearance of surroundings........... []
9. Photographs and floor plans.................................... []
10. Suitability of building for warehousing, manufacturing......... []
11. Type of construction (steel, masonry, other)................... []
12. Floor type..................................................... []
13. Floor loadings................................................. []
14. Number of stories.............................................. []
15. Ceiling height................................................. []
a. Ceiling clearance and column spacing....................... []
16. Suitability for special equipment.............................. []
17. Heating system................................................. []
a. Type....................................................... []
b. Btu........................................................ []
18. Air conditioning system........................................ []
a. Type....................................................... []
b. Size....................................................... []
c. Capacity................................................... []
19. Humidity control............................................... []
20. Building insulation............................................ []
21. Sprinkler system............................................... []
a. Type of system............................................. []
b. Size of tank............................................... []
c. Pressure................................................... []
d. Number of fire extinguishers............................... []
e. Fire detection system...................................... []
f. Fire water storage......................................... []
22. Distance to nearest fire station............................... []
23. Distance to nearest fire plug.................................. []
24. Hydrants on site............................................... []
25. Insurance rating............................................... []
26. Existing special facilities (such as computer room)............ []
27. Oil storage.................................................... []
28. Propane storage................................................ []
29. Availibility of rail siding................................... []
30. Number of parking spaces available............................. []
31. Truck docks available.......................................... []
32. Existing tax assesment......................................... []
33. Sale price and terms, or leasing costs......................... []
34. Size of site................................................... []
B. Leasing Data....................................................... []
1. Nature and duration of lease................................... []
2. Description of premises, including appurtenances............... []
3. Renewal and purchase options and options for additional space.. []
4. Right of first refusal on additional space..................... []
5. Right to lease adjacent or substitute space.................... []
6. Availability of month-to-month tenancy when holding over....... []
7. Rent........................................................... []
a. Amount..................................................... []
b. When and how payable....................................... []
8. Grace period................................................... []
9. Escalations.................................................... []
a. In real estate taxes....................................... []
b. In building operating expenses............................. []
c. Basis for escalation (CPI, etc.)........................... []
10. Penalty for early termination.................................. []
11. Right of possession............................................ []
12. Measure of damages............................................. []
13. Subletting and assignment...................................... []
14. Responsibility for taxes, other expenses....................... []
15. Building services, utilities furnished by landlord............. []
a. Heating (hours supplied)................................... []
b. Air conditioning (hours supplied).......................... []
c. Janitorial................................................. []
d. Window cleaning............................................ []
e. Building maintenance....................................... []
f. Security................................................... []
g. Parking.................................................... []
h. Exterminating service...................................... []
i. Water...................................................... []
j. Exterior grounds maintenance and snow removal.............. []
16. Leasehold improvements allowance............................... []
17. Number of parking spaces included in lease..................... []
18. Right to erect signs, other advertising matter................. []
19. Responsibility for repairs and conformity with building codes,
laws........................................................... []
20. Title, zoning and other restrictions on use of land............ []
21. Liability, insurance coverage and subrogation.................. []
22. Destruction or condemnation of premises........................ []
23. Building and construction of new leased facilities (Specify
location, date of construction completion, type of construction,
etc.).......................................................... []
24. Permissable uses............................................... []
25. Right to install satellite antenna on roof..................... []
C. Points to Cover in Leases on Public Property (Such as an Airport).. []
1. Term adequate for financing: 50 years or shorter term with
option to extend............................................... []
2. Reslistic subordination provision to permit financing.......... []
3. Lessee to have right to substitute a joint venture or subsidary,
sublease or assign............................................. []
4. Lessor to provide survey of property........................... []
5. FAA reversion clause to be modified (if necessary) to provide that
parcel leased not be recaptured if improper use made of other
sites on airport by other lessees.............................. []
6. Height restrictions and building restriction lines affecting site
not to be changed during lease term............................ []
7. Taxiway access guarantee....................................... []
D. Points to cover in an appraisal.................................... []
1. Letter of transmittal.......................................... []
2. Purpose of appraisal........................................... []
3. Date........................................................... []
4. Rights to be appraised......................................... []
5. Legal description of property.................................. []
6. Highest and best use........................................... []
7. Zoning......................................................... []
8. Tax history.................................................... []
9. Area description............................................... []
10. Site description............................................... []
11. Building description........................................... []
12. Value of land, with comparables................................ []
13. Value determined from cost..................................... []
14. Value determined from income................................... []
15. Photos, maps, plats............................................ []
16. Certification of the appraiser................................. []
E. Office-of-the-future concept special requirements.................. []
1. Wire management, cabling....................................... []
a) Raised floor................................................ []
b) Ceiling trays............................................... []
c) Vertical chases............................................. []
d) Conduit in ceiling, building code........................... []
e) Teflon cable, cost.......................................... []
2. Power supply................................................... []
a) Central motor-generator set ................................ []
b) Emergency generator......................................... []
c) Battery back-up units....................................... []
3. HVAC requirements.............................................. []
a) More air supply and exhaust capacity, work areas............ []
b) Removal of gaseous pollutants from electronics.............. []
c) More moisture to prevent dry air in winter.................. []
d) Dust and particulate control................................ []
e) More capacity for heat removal.............................. []
f) More capacity for humidity control.......................... []
4. Lighting....................................................... []
a) Glare prevention for CRT work areas......................... []
b) Special lighting electronic service areas................... []
5. Energy management.............................................. []
a) Dual thickness insulating windows........................... []
b) Insulated roof, U:0.08 or better............................ []
c) Insulated exterior walls U:0.1 or better.................... []
d) Low pressure air system..................................... []
6. Telecommunications facilities.................................. []
a) Videoconference room........................................ []
b) Satellite antenna........................................... []
c) Microwave antenna........................................... []
7. Shared services (intelligent buildings)........................ []
a) Lease or sale of telephone equipment........................ []
b) Lease or sale of data processing equipment and
services.................................................... []
c) Automatic billing, analysis, and cost reporting of
phone service, teleconferencing, data transfer.............. []
d) Packet-switching network interface.......................... []
e) Auto log-on for on-line data services ...................... []
f) Phone answering and message services........................ []
g) Electronic fire, security, surveillance systems............. []
h) LAN permitting multi-user printers, peripherals............. []
i) Track record of shared-service provider..................... []
j) Back-up provisions if system goes down...................... []
k) Are technical support people on site?....................... []
l) Is system compatible with company's other systems?.......... []
m) Will company's data be secure?.............................. []
8. Space requirements............................................. []
a) More space for work stations with peripherals............... []
b) Increased floor/floor height................................ []
c) Electronic printing area.................................... []
d) Electronic mail center...................................... []
F. Furniture, fixtures, miscellaneous assets.......................... []
1. Mail room equipment............................................ []
2. Kitchen equipment.............................................. []
3. Dishes, cutlery, utensils...................................... []
4. Art, framed pictures, sculpture................................ []
5. Vending machines............................................... []
6. Graphics, signage.............................................. []
7. Carpets........................................................ []
8. Conference room, A/V equipment................................. []
9. Plants, planters............................................... []
10. Security systems, devices...................................... []
11. Flagpole, flags................................................ []
12. Mailbox........................................................ []
13. Fire extinguishers............................................. []
14. Recreational, exercize equipment............................... []
15. Vehicles....................................................... []
16. Tools, maintenance equipment................................... []
17. Exhibits, models............................................... []
18. System furniture............................................... []
19. Other furniture................................................ []
G. Facilities for R&D, science activities............................. []
1. Animal care rooms.............................................. []
2. Clean rooms.................................................... []
3. Cold rooms..................................................... []
4. Hazardous reaction rooms....................................... []
a) High pressure cells, vents.................................. []
b) Barricades.................................................. []
c) Showers..................................................... []
d) Explosion management........................................ []
5. Radiation labs................................................. []
6. Toxic waste disposal........................................... []
7. High energy labs............................................... []
8. Special HVAC, fume hoods....................................... []
9. Special fire protection........................................ []
10. First aid facility............................................. []
XV. International Projects
A. Corporate Rationale for Location Outside U.S
1. Materials availability, minerals source........................ []
2. Market opportunity, common market access....................... []
3. Labor cost saving.............................................. []
4. Capital availability........................................... []
5. Other.......................................................... []
B. Who Will Do Location Analysis and Site Selection
1. Same staff which handles domestic projects..................... []
2. Company's international department with assistance from domestic
facility planning staff........................................ []
3. Outside service or consultant.................................. []
C. U.S. Govt.Policies on Capital Investment in Foreign Ventures
1. Limit on export of technology.................................. []
2. Loan programs available........................................ []
3. Procedures required............................................ []
D. Political Risk Evaluation for Foreign Areas........................ []
1. International bloc orientation................................. []
2. Stability of regime............................................ []
3. Attitude of leading political parties toward foreign capital... []
4. Protection against expropriation of foreign companies.......... []
5. Special treatment for host nation industries................... []
6. Treaties or pacts between U.S. and foreign country............. []
a) Investment Guarantee Treaty................................ []
b) Convention to avoid double taxation........................ []
c) Most-favored nation treatment.............................. []
d) Customs union.............................................. []
e) GATT....................................................... []
f) International Monetary Fund................................ []
g) World Bank................................................. []
7. Record of terrorism, protection of human rights................ []
8. Sanctity of contract with foreign government................... []
9. Military alliances of foreign government....................... []
E. Foreign Government Regulations and Policies........................ []
1. Fairness of administrative procedures.......................... []
2. Prevalence of bureaucratic red tape............................ []
3. Clarity of corporate investment laws........................... []
4. Record of courts in regard to foreign companies................ []
5. Regulations on joint ventures or mergers with local firms...... []
6. Requirements for setting up local corporations................. []
7. Percentage of capital that may be foreign...................... []
8. Percentage of foreign employees and supervisors................ []
9. Regulations concerning patents................................. []
10. Price controls................................................. []
11. Regulations on transfer of funds out of the country............ []
a) Profits..................................................... []
b) Royalties................................................... []
c) Technical service fees...................................... []
d) Repatriation of capital..................................... []
12. Restrictions on exploitation of natural resources.............. []
13. Taxation of foreign-owned companies............................ []
14. Value added tax................................................ []
15. Taxation of export income and income from operations abroad.... []
F. Tariffs and Customs Regulations.................................... []
1. Present and foreseen participation in regional tariff agreements.[]
2. Other tariff protection, export subsidies...................... []
3. Tariff rates on raw materials and components................... []
4. Export taxes on finished product............................... []
5. Duty or tax penalties when imported goods are exported......... []
6. Regulations regarding free trade zones......................... []
7. Availability of bonded warehouses.............................. []
G. Economic Factors................................................... []
1. Export-import records and trends............................... []
2. Standard of living, per capita imcome.......................... []
3. Trends in Gross National Product............................... []
4. Stability of economy, cyclic trends............................ []
5. Fiscal policies and practices.................................. []
6. Record of payment of foreign debts............................. []
7. Strength of currency against U.S. dollar....................... []
8. Balance of payments status and trends.......................... []
9. Major components of economy and trends (agricultural, industry,
commerce)...................................................... []
10. Trends in U.S. and other foreign investment.................... []
11. Trends in prices and inflation rate............................ []
H. Financing.......................................................... []
1. Special incentives............................................. []
2. Policies of international capital sources on loans in the foreign
country........................................................ []
3. Availability of a development bank............................. []
4. Quality of local banking system, savings and loan associations. []
5. Government credit aids to new companies........................ []
6. Availability of local investment capital....................... []
7. Local interest rates and terms................................. []
8. Availability of convertible currencies......................... []
9. Availability of export financing and insurance................. []
10. Debt/equity requirements....................................... []
I. General Business Factors........................................... []
1. Official language for conduct of business, if any.............. []
2. Availability of U.S. investment guaranty, coverage war, expropria-
tion and convertibility risks.................................. []
3. Overall reputation of the business community................... []
4. National and local marketing and distribution systems.......... []
5. Units of measurement used...................................... []
6. Corporate law heritage (British, Latin, Dutch, etc.)........... []
7. Availability and quality of Telex, telephone systems, satellite
communications, packet network nodes........................... []
8. Availability of spare parts.................................... []
9. Availability of an international airport....................... []
10. Capacity and quality of industrial gases....................... []
11. Literacy rate.................................................. []
12. Ethnic tensions................................................ []
13. Quality of local workmanship................................... []
14. Skilled labor matrix........................................... []
15. Availibility of local supplies, services....................... []
16. Training subsidies............................................. []
17. Percent of crude oil imported.................................. []
18. Local electrical power systems- cycles, voltage, phase......... []
19. Railroad gauge................................................. []
20. Normal freight car capacity.................................... []
J. Selecting foreign architect, engineer, other professionals......... []
1. Geographic area covered ....................................... []
2. Degree of automation........................................... []
3. Size of firm................................................... []
4. Facilities..................................................... []
5. Client track record............................................ []
6. Current priority projects...................................... []
7. Individual who would head up project........................... []
a) Languages spoken, including English......................... []
b) Has he done any similar jobs................................ []
c) How many jobs has he completed.............................. []
d) Is he cost-conscious........................................ []
K. Other Factors...................................................... []
1. Major differences in culture and management styles............. []
2. Employee fringe benefits practices, compulsory, voluntary...... []
3. Time difference from New York, London, Tokyo................... []
4. Local taboos or unusual product preferences.................... []
Decision-Making
I. Facility Feasibility Analysis
A. Final Tally of Annual Costs........................................ []
1. Wages and salaries............................................. []
a) Professional................................................ []
b) Craft....................................................... []
c) Labor....................................................... []
2. Materials...................................................... []
3. Transportation................................................. []
a) Incoming materials.......................................... []
b) Outgoing products........................................... []
c) Other....................................................... []
4. Utilities and fuel............................................. []
a) Fuel........................................................ []
b) Electric power.............................................. []
c) Water....................................................... []
d) Waste treatment............................................. []
5. Amortization of facility....................................... []
a) Land and building........................................... []
b) Pollution control........................................... []
c) Equipment, machinery........................................ []
d) Financing................................................... []
6. Taxes.......................................................... []
a) State....................................................... []
b) Local....................................................... []
7. Other costs.................................................... []
8. Comparison of costs with similar data for alternate sites...... []
a) Sites near major source of raw materials.................... []
b) Sites near major market..................................... []
c) Sites inintermediate mode................................... []
B. Return on Investment Analysis...................................... []
1. Returns........................................................ []
a) Net sales from facility..................................... []
b) Cost of products sold....................................... []
c) Gross profit from facility.................................. []
d) Operating expenses, other expenses.......................... []
e) Earning before taxes........................................ []
f) Income tax.................................................. []
g) Investment tax credit....................................... []
h) Depreciation, tax saving from accelerated depreciation,.......
salvage value............................................... []
i) Total cash inflow from facility............................. []
2. Investment..................................................... []
a) Land improvements........................................... []
b) Building/leasehold improvements ............................ []
c) Machinery adn equipment..................................... []
d) Furniture and fixtures...................................... []
e) Working capital ( accounts receivable, inventory, ............
accounts payable)........................................... []
f) Total cash outflow.......................................... []
g) Net cash flow............................................... []
C. Tax, Accounting, Considerations.................................... []
II. Financing
A. Requirements....................................................... []
1. New building or existing structure............................. []
2. Lease or purchase.............................................. []
3. Purchase lease-back............................................ []
4. Effect of alternate proposals on working capital............... []
5. Effect on tax liability........................................ []
6. Payout time.................................................... []
B. Source of Funds.................................................... []
1. Retained earnings.............................................. []
2. Sale of stock, debentures or other securities.................. []
3. Short-term bank loan........................................... []
4. Private long-term loan or mortgage............................. []
5. Pooling of institutional funds................................. []
6. Merger......................................................... []
7. Loan from affiliated firm...................................... []
8. Loan from supplier............................................. []
9. Insurance company.............................................. []
10. Mututal funds.................................................. []
11. Commercial financing........................................... []
12. Factoring organization......................................... []
13. Municipal or state industrial bonds............................ []
14. Local development corporation.................................. []
15. Regional development corporation............................... []
16. State development corporatation (privately financed)........... []
17. State development authority (publicly financed)................ []
18. Small Business Administration.................................. []
19. Loan guarantees by a government entity......................... []
20. Economic Development Administration (in depressed areas)....... []
C. Credit Factors..................................................... []
1. Reputation of firm............................................. []
2. Type of business............................................... []
3. Length of time in business..................................... []
4. Quality and continuity of management........................... []
5. Training of young executives................................... []
6. Earning history................................................ []
7. Cash position.................................................. []
8. Other short- and long-term commitments......................... []
9. Size and type of plant - adaptability for other uses........... []
D. Factors Affecting Loan Terms....................................... []
1. General business conditions.................................... []
2. Length of loan................................................. []
3. Interest rate.................................................. []
4. Importance of industry to community............................ []
E. Special Inducements (See also Government Programs: ..................
National, State, Local Taxes and Permits).......................... []
1. Free land, plant............................................... []
2. Nominal rent................................................... []
3. Low interest rates............................................. []
4. Tax incentives................................................. []
III. Lease v. Buy
A. Leasing Strategies................................................. []
1. Use of a lease as a financing vehicle.......................... []
2. Sale-leaseback as a financing method........................... []
3. Tax treatment of advance rental payments....................... []
4. Improvements on leased premises................................ []
5. Amortization or depreciation of leasehold and ...................
improvements................................................... []
6. Tax consequences of rental options............................. []
7. Distinction between ordinary repairs and capital ................
expenditures................................................... []
8. Tax treatment of options to purchase........................... []
9. Tax treatment of net leases.................................... []
10. Use of percentage lease provisions to cope with .................
inflation...................................................... []
11. Tax treatments of payment by lessee to secure or cancel .........
lease.......................................................... []
12. Tax consequences of subletting premises or assigning ............
lease.......................................................... []
13. Risk avoidance................................................. []
14. Short-term situation........................................... []
15. Adminsitrative convenience..................................... []
Construction, Start-Up, Property Management
I. Construction and Implementation....................................... []
A. Company Contracting Policy......................................... []
1. All construction in-house with company personnel............... []
2. Total job to general contractor "turn-key"..................... []
3. Combination of above........................................... []
B. Contract Stipulations.............................................. []
C. Scheduling (by use of such project networks as PERT, CPM).......... []
D. Status Reporting................................................... []
1. Periodic inspections, testings................................. []
2. Amounts approved, committed to date, paid to date and ...........
variances for-..................................................... []
a) Construction................................................ []
b) Equipment................................................... []
c) Landscaping................................................. []
d) Furnishings................................................. []
E. Start-Up........................................................... []
1. Release of contractors......................................... []
2. Transfer of facility to operating unit......................... []
3. State and local permit......................................... []
a) Certificate of occupancy.................................... []
b) Smoking permit.............................................. []
c) State fire insurance permit................................. []
d) Approval of exhaust systems................................. []
e) Building permit and state-approved drawings................. []
f) Environmental control permits............................... []
4. Other records to be transferred................................. []
a) Equipment testing and operating instructions, records....... []
b) Waiver of liens............................................. []
c) Tracings of working drawings, including as-built .............
revisions...................................................... []
d) Specifications ............................................. []
e) Guarantees, warrantiesm insurance documents................. []
f) Keys........................................................ []
II. Property Management
A. Determination of Highest and Best Land Use for Corporate Properties. []
B. Record Keeping...................................................... []
1. Site data...................................................... []
a) Plats, acreage.............................................. []
b) Deeds....................................................... []
c) Agreements.................................................. []
d) Easements, right-of-ways.................................... []
e) Covenants................................................... []
f) Plot plans.................................................. []
g) Topo maps................................................... []
h) Title records............................................... []
i) Zoning information.......................................... []
j) Sales contracts............................................. []
k) Leases...................................................... []
l) Record of improvements...................................... []
m) Services on site............................................ []
n) Utilities................................................... []
o) Condemnations............................................... []
p) Options..................................................... []
2. Building data.................................................. []
a) Architectural drawings...................................... []
b) Construction drawings....................................... []
c) Construction contracts...................................... []
d) Progress charts (PERT, CPM)................................. []
e) "As-built" drawings......................................... []
f) Alterations................................................. []
g) Leases...................................................... []
h) Sub-leases.................................................. []
i) Options..................................................... []
3. Other data..................................................... []
a) Acquisition costs........................................... []
b) Taxes....................................................... []
c) Depreciation schedules...................................... []
d) Maintenance costs........................................... []
e) ROI or RONA................................................. []
f) Insurance................................................... []
C. Property Inventory................................................. []
1. Owned property................................................. []
a) Location.................................................... []
b) Description of land, buildings.............................. []
c) Acreage and square footage under roof....................... []
d) Mortgage balance............................................ []
e) Original costs (land, improvements) Dates and costs of ......
additions................................................... []
f) Date and costs of additions................................. []
g) Net book value.............................................. []
h) Appraised value............................................. []
i) Assessed value.............................................. []
j) Replacement value........................................... []
k) Carrying charges (taxes, insurance, misc.).................. []
2. Leased Property................................................ []
a) Location.................................................... []
b) Description of leased facility.............................. []
c) Commencement date of lease.................................. []
d) Termination date............................................ []
e) Monthly rental.............................................. []
f) Termination notice conditions............................... []
g) Renewal privileges.......................................... []
h) Subleases amd assignment privileges......................... []
i) Purchase privileges......................................... []
j) Insurance privileges........................................ []
k) Utility charges............................................. []
l) Tax liabilities............................................. []
m) Leasehold values............................................ []
n) Escalations................................................. []
o) Options..................................................... []
D. Property Inspections............................................... []
1. Condition of building interior................................. []
a) Floor....................................................... []
b) Walls....................................................... []
c) Lights...................................................... []
d) HVAC........................................................ []
e) Ceiling..................................................... []
f) Doors....................................................... []
g) Windows..................................................... []
h) Rest rooms.................................................. []
i) Plumbing.................................................... []
j) Sprinkler system............................................ []
k) Exhaust system.............................................. []
2. Condition of building exteriors................................ []
a) Walls....................................................... []
b) Roof........................................................ []
c) Drains...................................................... []
d) Trim........................................................ []
e) Stairs...................................................... []
f) Gutters and leaders......................................... []
g) Flashings................................................... []
3. Yard........................................................... []
a) Fences...................................................... []
b) Signs....................................................... []
c) Paving...................................................... []
d) Walks....................................................... []
e) Dolly strip................................................. []
f) Lighting.................................................... []
4. Dock........................................................... []
a) Doors....................................................... []
b) Lighting.................................................... []
c) Floors...................................................... []
d) Bumpers..................................................... []
e) Overhead doors.............................................. []
f) Door lights ................................................ []
E. Condemnations...................................................... []
F. Replacement and Retirement of Equipment............................ []
G. Vacating Property.................................................. []
H. Employee Relocation................................................ []
I. Surplus Property Disposal........................................... []
1. Property information required.................................. []
a) Deed........................................................ []
b) Title policy................................................ []
c) Records of right-of-ways, easements, other encumbrances..... []
d) Terms of aquisitions........................................ []
e) Improvement costs........................................... []
f) Book Value.................................................. []
g) Site survey................................................. []
h) Site plan................................................... []
i) Complete building plans..................................... []
j) Photo of property........................................... []
k) Appraisal................................................... []
l) Map of community showing location of site .................. []
m) Tax map showing lot and plot number......................... []
n) Zoning map showing zoning of property and surrounding ........
areas....................................................... []
o) Occupants of surrounding property........................... []
p) Assessed valuation and five-year history of assessments ......
and taxes................................................... []
q) Insurance costs............................................. []
r) Cost of repairs............................................. []
s) Cost of utilities........................................... []
t) List of equipment........................................... []
2. Community information required................................. []
a) List of local developmetn organizations..................... []
b) Coroprate personnel involved in facility and area........... []
c) List of local real estate brokers........................... []
d) List of other landowners, developers in area................ []
e) Community data on population, labor force, economic ..........
climate, etc................................................ []
f) Community zoning map showing location of all properties ......
zoned for use similar to subject property................... []
g) Major industries in area.................................... []
h) General real estate climate of community.................... []
3. Property inspection............................................ []
a) Confirmation that facility is substantiallu same as shown ....
in records.................................................. []
b) Confirmation of operating costs............................. []
c) Repairs needed that would affect disposition of property.... []
4. Marketing plan................................................. []
a) Summary of appraised value of property...................... []
b) Summary of general real estate marketing conditions in .......
the area.................................................... []
c) Determination of whether property should be marketed .........
through a real estate agent................................. []
d) Recommendations for sales leads............................. []
e) Proposed terms of offering.................................. []
Sale or lease price......................................... []
Terms of sale (cash or maortgage) and/or lease details...... []
Time needed to market property in orderly manner............ []
Budget for expenses involved ............................... []
Recommendations for disposition of leasehold equipment, ......
furnishings, etc........................................... []