P E N N I N G T O N & C O M P A N Y
PRE-CAMPAIGN FEASIBILITY STUDY PLANNING FORM
Pennington & Company © 2016
4. What is the current property value for the facility and/or land?
When was the last property value assessed?
Is the property valued on a replacement cost basis? Yes No
What is the current mortgage on the facility?
Describe other savings, income, or debt of the house corporation.
How much is room and board per member? $ / Semester Month Year
How much are chapter dues per member? $ / Semester Month Year
Do you have a parlor fee/out-of-house fee? Yes No
If yes, how much is the fee? $ / Semester Month Year
Do you have a capital improvement fee? Yes No
If yes, how much is the fee? $ / Semester Month Year
5. Is there a signed housing contract? Yes No
Is the contract with the undergraduate chapter or the house corporation?
6. Are there check-in/check-out procedures? Yes No
7. Is the house closed for the summer? Yes No
8. Is annual or semi-annual professional cleaning performed on the facility? Yes No
9. Who is your property insurance broker? _____________________________________
D. Alumnae Board Information
1. Permanent P.O. Box or mailing address for the corporation (not the chapter house
address) to be used for feasibility study and campaign mailings: _______________
___________________________________________________________________
3. What's the incorporation status of the board?
When was the latest filing with the Secretary of State?
4. House Corporation Information
President: Treasurer:
Members:
Additional Alumnae Board Documents Needed (send in e-mail to consultant):
If available, provide copies of the corporation's Articles of Incorporation, by-laws,
and most recent IRS filings.
Copies of the property insurance certificates and liability insurance policies.
Current financial statement.
