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SCSI Valuation Site Note Checklist 2021 VF

This document contains a residential valuation instruction and site note checklist for a property. It includes details of the valuation such as the client and property address. The site notes section describes the property and includes details of the accommodation, construction, condition and size. Comparable recent sales are listed to support the valuation with details of address, price and differences in size, condition and location. The valuation justification estimates the value range based on sales of similar properties in the area.

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Sergio Mark
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0% found this document useful (0 votes)
94 views7 pages

SCSI Valuation Site Note Checklist 2021 VF

This document contains a residential valuation instruction and site note checklist for a property. It includes details of the valuation such as the client and property address. The site notes section describes the property and includes details of the accommodation, construction, condition and size. Comparable recent sales are listed to support the valuation with details of address, price and differences in size, condition and location. The valuation justification estimates the value range based on sales of similar properties in the area.

Uploaded by

Sergio Mark
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 7

A Residential Valuation

Instruction & Site Note Checklist


Name of Valuer:

Valuation Instruction

Date and Time of Instruction: Purchase Price:

Instruction received from: Type of Inspection:

Client Name & Postal Address: Restricted

Full inspection

Address of inspection: Lender:

Applicant / Borrower:

Eircode:

Folio number:
GPS:

Viewing arrangements/estate agent:

Clients Special Requirements:

Conflicts of Interest check Comments:

Fee agreed: Method of Payment: Purpose

of valuation: Secured lending Probate Portfolio Other

Site Notes

Date of inspection: Time of Arrival: Time of Departure: Weather: Dry Wet Overcast
Fog Snow

Information Provided by: Vendor Agent Applicant Tenant None

Inspection Limitations: None

Occupancy: Occupied Furnished Occupier:


Vacant Unfurnished

Location: Est. Res. Area Local Authority Conservation area Rural New estate
Other:

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A Residential Valuation Instruction & Site Note A Residential Valuation Instruction & Site Note

Property Address:

Valuation Instruction and Site Notes

Type: House Bungalow Chalet Flat Maisonette Shop Detached


Semi Detached Terraced End Terrace Purpose Built Converted

Accommodation Obvious Defects

Type Condition/Comments

Ceilings: Good Avg. Poor

Walls: Good Avg. Poor


Evidence of: Failure Cracks Displacement

Floors: Ground: Solid Floor Suspended timber


Upper: Solid Floor Suspended timber

Fittings: Kitchen: Good Avg. Poor Bathroom:


Good Avg. Poor Decoration: Good
Avg. Poor

BER Rating: BER Number

Joinery: Good Avg. Poor


Walls Main: Mass Masonry Brick Block
T Frame Other
Ventilation: Yes No
Windows: Soft wood Hard wood Metal
Alum PVC Single Glaze
Double Glaze/Triple

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A Residential Valuation Instruction & Site Note A Residential Valuation Instruction & Site Note

Property Address:

Floor layout plan

Method of measurement: GIA IPMS

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A Residential Valuation Instruction & Site Note A Residential Valuation Instruction & Site Note

Property Address:

Estimation of Proposed Works

Year Built Proposed Works Comments (e.g. obvious planning


or building regulation concerns)

Roofs
Main: Pitched Flat Tiled Slate Other Material
Roof additions: Pitched Hipped
Flat Areas: Yes No
Conc. Clay Slate Asb. Asphalt B’felt
Gutters/Downpipes: PVC Metal ASB Timber Conc
Eaves/Fascias: Good Avg. Poor
Soffits: Good Avg. Poor
Site & Environment
Garage: Double or Single or none
Attached or Integral or detached or n/a
Parking: Within curtilage none or parking space
Out Buildings: None List Comment Box:

Boundaries/
Retaining walls/ Gates:

Plot Size:
Clearly defined? Yes No
Boundary Type: Hedge Block wall Fence
Garden/Yards: Communal Front Rear
Large Avg. Small
Landscaped Tended Neglected
Roads: Adopted Private
Rear/Side Access: Vehicle Pedestrian None Shared drive None
Services:

Environmental matters: Flooding Contamination Pylons

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A Residential Valuation Instruction & Site Note A Residential Valuation Instruction & Site Note

Property Address:

Supportive Valuation Evidence (min 2)

Address: Asking Price:

Sale Price:

Agent: Date of Sale:

Notes: Size Condition Location

Smaller Worse Worse

Similar Similar Similar

Larger Better Better

Source of information:

Supportive Valuation Evidence (min 2)

Address: Asking Price:

Sale Price:

Agent: Date of Sale:

Notes: Size Condition Location

Smaller Worse Worse

Similar Similar Similar

Larger Better Better

Source of information:

Supportive Valuation Evidence (min 2)

Address: Asking Price:

Sale Price:
Agent: Date of Sale:

Notes: Size Condition Location

Smaller Worse Worse

Similar Similar Similar

Larger Better Better

Source of information:

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A Residential Valuation Instruction & Site Note A Residential Valuation Instruction & Site Note

Property Address:

Valuation Justification

Matters Affecting Value/ Retentions/ Etc. Valuation Confidence

Red – No good comparable evidence or


comparisons cannot be easily made

Amber – situations where there may be


comparable, but they are dated, or where
valuation may not be sustainable.
Similar types of property in this area sell for prices
between € and € Green – Numerous comparable and a
high level of confidence in the valuation.

Value in current condition €


Retention €
Value after completion €
Approximate Reinstatement Cost €
Opinion of market value €
Re-instatement value calculation €
for residential, bank valuations

Rental Comparisons Photographs or other Comments

Address/Date Rent Type Beds

Address/Date Rent Type Beds

Address/Date Rent Type Beds

Rental Valuation €

Current passing rent €

Rent Pressure Zone

Notes:

page
Dating back to 1895, the Society of Chartered Surveyors www.scsi.ie www.scsi.ie
Ireland is the independent professional body for Chartered
Surveyors working and practicing in Ireland. Society of Chartered Surveyors Ireland,
38 Merrion Square,
Working in partnership with RICS, the pre-eminent Chartered Dublin 2, D02 EV61,
professional body for the construction, land and property sectors Ireland.
around the world, the Society and RICS act in the public interest:
Tel: + 353 (0)1 644 5500
setting and maintaining the highest standards of competence
Email: [email protected]
and integrity among the profession; and providing impartial,
authoritative advice on key issues for business, society and
governments worldwide.

Advancing standards in construction, land and property, the


Chartered Surveyor professional qualification is the world’s leading
qualification when it comes to professional standards. In a world
where more and more people, governments, banks and commercial
organisations demand greater certainty of professional standards and
ethics, attaining the Chartered Surveyor qualification is the recognised
mark of property professionalism.

Members of the profession are typically employed in the construction,


land and property markets through private practice, in central and
local government, in state agencies, in academic institutions, in
business organisations and in non-governmental organisations.

Members’ services are diverse and can include offering strategic


advice on the economics, valuation, law, technology, finance and
management in all aspects of the construction, land and property
industry.

All aspects of the profession, from education through to qualification


and the continuing maintenance of the highest professional
standards are regulated and overseen through the partnership of the
Society of Chartered Surveyors Ireland and RICS, in the public
interest.

This valuable partnership with RICS enables access to a worldwide


network of research, experience and advice.

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