PRELIMINARY CLIENT “DISCOVERY” SURVEY
Name:___________________________________________________ Date ________
LAND: Own land: Address _______________________________________________
Please attach plat of lot if available.
Searching for land (if so, where) ______________ size? __________________
Preferred Views? ___Marsh ___Water ___Golf
Other ________________
Flood Zone (Check which you believe applies to your lot)
Moderate to Low Risk Areas
Areas of 500-year flood; areas of 100-year flood with average depths of
Shaded
less than 1 foot or with drainage areas less than 1 square mile; and areas
Zone X
protected by levees from 100-year flood.
Zone X
Areas determined to be outside 500-year flood plain.
High Risk Areas
Zone A
No base flood elevations determined.
Zone AE
Base flood elevations determined.
Flood depths of 1 to 3 feet (usually areas of ponding); base flood
Zone AH
elevations determined.
Flood depths of 1 to 3 feet (usually sheet flow on sloping terrain); average
Zone
depths determined. For areas of alluvial fan flooding, velocities also
AO
determined.
Zone
To be protected from 100-year flood by Federal flood protection system
A99
under construction; no base flood elevations determined.
High Risk - Coastal Areas
Coastal flood with velocity hazard (wave action); no base flood elevations
Zone V
determined.
Coastal flood with velocity hazard (wave action); base flood elevations
Zone VE
determined.
Undetermined Risk Areas
Zone D
Areas in which flood hazards are undetermined, but possible.
THE HOUSE PLAN
1. Size: Size range of home desired _________ to __________
2. Floors: How many floors (or stories) do you want? (check all that apply)
_______ Main Floor ________ Raised house ________ Elevator
_______ Upper Floor ________ Loft/bonus floor
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3. Space
Open floor plan or separate rooms? ___________________________________
4. Where you spend most of your time (1 = most, 2 = average, 3 = little)
_____ Formal Living Room
_____ Hobby/Music Room
_____ Great Room
_____ Media Room
_____ Kitchen
_____ Shop/Garage
_____ Bedroom
_____ Office/Den
_____ Other _____________________________
5. Special interest or hobby which requires a particular space in your home?
________________________________________________________________
6. Kitchen: Which best describes your ideal kitchen plan:
______
______
______
______
______
Open for entertaining, or for little ones underfoot
A country kitchen, open to a spacious eating area
A large, formal presentation/or gourmet kitchen
Just a standard kitchen
Small, limited space
7. Bedrooms
How many bedrooms _____
Will any of the bedrooms be mini-suites? _____ Yes _____ No
Directly accessing to a private bathroom? _____ Yes _____ No
Would any of these bedrooms double as an office space? _____ Yes _____ No
8. Master Bedroom
Is the master suite in its own wing of the house, or adjacent to other bedrooms?
______ Own Wing
______ Adjacent ______ Upstairs ______ Main Floor
Does the master suite include a second living space or is it only for sleeping?
______ Second living space _____ Just for sleeping
9. Master Bathroom (check all that apply)
______ Custom tiled shower
______ Jetted tub
______ Standard tub
______ One or Two Toilets
______ No Tub
______ Curbless Shower
______ Soaking tub (decorative)
______ One or Two Sinks
______ Toilet(s) in own room
______ Other
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10. Laundry/Utility
Do you like a laundry room immediately off of the garage, or in its own separate
room? __________________________
Have you considered a laundry room in or near the master suite? ____________
11. Other Rooms/Space needed? _______________________________________
12. Garage:
Attached ____ Unattached _____ Porte Cochere (covered drop off area) _____
_____ 1-car _____ 2-car ______ 3-car _____ Finished
______ Unfinished
_____1-carport _____ 1-car + carport _____ Carriage house
Additional Storage: ____ Shop/workbench _____ Extra Refrigerator/Freezer
13. Storage
Additional storage needs?____________________________________________________
14. Rear, side & back decks (check all that apply)
Front
____
____
____
____
____
____
____
Rear Side
____ ____ Large, covered deck
____ ____ Large uncovered decks (all sides of house)
____ ____ Wrap-around decks (all sides of house)
____ ____ Separate decks for living and bedroom areas
____ ____ Deck to grade level (elevated house)
____ ____ Small deck(s) off of bedrooms where possible
Deck on the top of the house
15. Free Energy Living Systems
______ Solar Photovoltaic
______ Solar Thermal
______ Generator
______ Electric Air Filtration
______ Energy Recovery System
16. Certifications Preferred
______ DOE Zero Energy Ready Home
______ EPA Indoor Air Plus
______ USGBC LEED Platinum
______ Other
17. Outdoor Space
Amenities needed outside (check all that apply)
______ Dock
______ BBQ Pit (Fire pit)
______ Games Area (horseshoes, volleyball, putting, swing set)
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Outdoor Space (continued)
______ Garden Shed
______ Gazebo, Arbor, Pergola
______ Greenhouse Hot Tub
Other _______________________________________
18. Windows & Window Protection
_____ Vinyl
_____ Wood Other ______________________________________
_____ Shutters
______ Impact Glass ______ Pre-drilled OSB Sheets
19. Doors
Interior: _____ Solid Core _____ Hollow Core
Exterior: _____ Impact
_____ Single-entry
______ Non-Impact
______ Double-entry
20. Fireplace
______ Great Room ______ Bedroom ______ Porch _______ None
______ Gas- Direct vent ______ Wood burning
FAMILY & FRIENDS
1.
2.
3.
4.
_______ Adults (full-time ______ part-time ________)
_______ Elderly Friends/Parents (full-time ______ part-time ________)
_______ Teens (full-time ______ part-time ________)
_______ Young Children (full-time ______ part-time ________)
5. Do any of these occupants have special needs, or would you like to plan for
certain future needs? ______ Yes _______ No
If no, please explain ________________________________________________
6. Are any pets a part of your home life? No _____Yes _____ Doggy Door ______
Type/Issues ______________________________________________________
7. Do you ever have guests stay with you in your home? _______Yes _______No
How often? _____________ Max guests at 1 time _________
Do you prefer to share your space, or to have a private area for your guests?
________________________________________________________________
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8. Mark the box which most closely describes your current or anticipated
entertaining lifestyle:
______ Game room/media center
______ Indoor or Outdoor Wet Bar
______ Large deck for groups
______ Our family room is open for all
STYLE
Mark all that apply
Cabin
Asian Contemporary
Contemporary
Country/Cottage
Craftsman/Arts & Crafts
Low Country
Georgian/Colonial
Farmhouse
Spanish Colonial/Mission
Traditional
Victorian or Gothic Revival
Log Cabin
Mediterranean
Mountain
Prairie- Fran Lloyd Wright
Ranch or Split Level
Rustic
Shaker/Saltbox/Cape Cod
Southwest/Adobe
Timeframe (post & beam)
Tudor
Not sure
BUDGET ___________________
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