A mountain estate overlooking the Wasatch Back at blue hour

APRISM

Scheduled Assessment

Prepare the property story before we arrive.

A thoughtful baseline begins with the context only an owner can provide—how the residence is used, who cares for it, what has changed, and what matters most.

Client Property Assessment Intake

Operational context, gathered with discretion.

Complete what is known and leave non-required details blank when they do not apply. Do not enter alarm passwords, gate codes, or financial information.

Property identity

The residence and setting we are preparing to understand.

Property / residence nameProperty address *Community / neighborhoodHOA / associationYear builtApproximate square feet

Owner & contact information

Primary contacts and the communication rhythm you prefer.

Owner / primary contact *Co-owner / additional contactEmail *Mobile phone *Preferred contact method / best times

Occupancy & use pattern

How the property is occupied, visited, and prepared through the year.

Property use *Typical occupancy / travel pattern *Arrival, departure, or guest-readiness preferences

Access information

Share operational context without including alarm passwords or sensitive codes.

Preferred property access methodGate / entry notesKey, lockbox, or garage access notesPeople authorized to enter

Emergency contacts

Local relationships APRISM should know before a time-sensitive condition arises.

Local emergency contactEmergency contact phonePreferred local contact / medical / other notes

Exterior & property information

Site, envelope, snow exposure, drainage, and exterior conditions.

Exterior, roof, drainage, snow, access, and known site conditions

HVAC, heating & cooling

Heating, cooling, radiant, snowmelt, controls, and service history.

Systems, known issues, recent repairs, warranties, and service providers

Plumbing & water systems

Water supply, treatment, drainage, shutoffs, well or septic systems.

Plumbing, water treatment, well / septic, and known concernsMain water shutoff locationGas shutoff / propane notes

Electrical & backup power

Service panels, generator, solar, batteries, and essential power needs.

Electrical service, generator, solar / battery, and known concernsMain electrical panel location

Fire & life safety

Smoke and CO detection, extinguishers, suppression, and egress considerations.

Fire / life-safety systems, service history, and known concerns

Security & access control

Monitoring relationships, cameras, gates, locks, and smart access.

Alarm / security provider and phoneSecurity, cameras, gates, locks, and access-control notes

Appliances & major equipment

Household equipment, specialty rooms, lifts, network, and smart-home systems.

Major appliances, equipment, smart-home, network, and specialty-system notes

Spa, pool & hot tub

Water-care equipment, service schedules, covers, and seasonal procedures.

Spa / pool / hot-tub systems and service information

Landscaping & irrigation

Irrigation, snow removal, defensible space, and seasonal exterior care.

Landscaping, irrigation, snow removal, and seasonal notes

Garage & specialty assets

Vehicles, motorcycles, chargers, tenders, collections, and storage conditions.

Garage, vehicles, motorcycles, collections, and specialty assets

Existing vendors

The people and firms already responsible for the property.

Existing vendors and service providers

Warranties, manuals & records

Where operating knowledge lives today and what may need to be gathered.

Warranties, manuals, service records, contracts, and property documentation

Current concerns

Known conditions, recent surprises, deferred work, or unresolved frustration.

Top concerns, recent repairs, and items needing attention *

Owner priorities

What thoughtful stewardship should make easier for you.

What matters most *What would make APRISM genuinely valuable to you?

Privacy & access restrictions

Discretion is part of the operating plan, not an afterthought.

Restricted rooms, collections, people, or access instructionsPhotography, documentation, or privacy restrictions

Authorization & acknowledgment

Confirm the assessment scope and the authority to document observable conditions.

Typed name / authorized representative *Date *I authorize property-condition photography for APRISM records, subject to the restrictions above.APRISM may contact listed vendors to confirm service history or scheduling when requested.I acknowledge the stewardship and observable-condition assessment scope described below. *

Private property information

APRISM Property Assessments are stewardship and observable-condition assessments intended to support maintenance planning, property documentation, and ongoing asset care. They are not licensed home inspections, engineering evaluations, code inspections, appraisals, or trade-specific diagnostic reports.

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