ABOUT SVCRelo
Mission & Goals
RELOCATION SERVICES
For Corporations
For Transferees
Service Area/Map
CLIENTS & TESTIMONIALS
OUR TEAM
RENTAL SEARCH PORTAL
CONTACT US
ABOUT SVCRelo
Mission & Goals
RELOCATION SERVICES
For Corporations
For Transferees
Service Area/Map
CLIENTS & TESTIMONIALS
OUR TEAM
RENTAL SEARCH PORTAL
CONTACT US
SVCRelo Evaluator Form
Thank you for taking the time to answer the following questions. Our intent is to identify which lifestyle preferences are important to you and your family, as you consider relocating to the Bay Area. Our goal is to tailor your relocation service so that it addresses your needs, interests, and concerns.
The more information you provide, the better we can serve you!
Please note that a
ll information is kept strictly confidential.
TIP: The "tab" key helps you move through the form quickly. However, it skips over radio-bullet questions so make sure not to miss those.
CONTACT INFORMATION
*
Indicates required field
Your Name
*
First
Last
Spouse/Partner Name
*
First
Last
Your Home Phone #
*
Your Cell Phone #
*
Your Primary Email Address
*
Your Current Home Address
*
Line 1
Line 2
City
State
Zip Code
Country
Your New Company Name
*
Your New Company Address
*
Line 1
Line 2
City
State
Zip Code
Country
CHILDREN
Please list the name, birth date & grade in school of ALL children who will be living with you. (If applicable).
*
What type of school do your children currently attend?
*
Public
Private
Public & Private
Other
What type of school would you like your children to attend in the Bay Area?
*
Public
Private
Public & Private
Other
Please list the name & location of any Bay Area schools you have a preference for. (If applicable)
*
PRE-MOVE PLANS
Please let us know how familiar you are with the Bay Area, and (if applicable) when & where you have lived here before.
*
We recommend a pre-move trip to the Bay Area. If you are planning one, please provide the dates & location of where you are staying.
*
Please list the names, age & title (i.e.: child, partner, parent, domestic helper) of the people traveling with you. (If applicable)
*
MOVE PLANS
What date are you moving to the Bay Area?
*
Is that date definite?
*
Yes
No
Please list the names, age & title (i.e.: child, partner, parent, domestic helper) of the people traveling with you. (If applicable)
*
Please list the type, breed & weight of any pets moving with you. (If applicable)
*
Please provide the address of your temporary housing.
*
HOME SEARCH: Location Requirements
What type of communities do you like?
*
Community Type Examples
(List as many/few as you want,
in priority order
)
City Center, Coastal, Rural, Suburban, etc.
What facilities do you want to live near?
*
Facility Examples
(List as many/few as you want,
in priority order)
Golf Courses,
Medical Facilities,
Open Space,
Parks,
Public Transportation,
Religious Centers,
Schools, Shopping Centers, Sport Venues, etc.
Are there areas you want to learn about?
*
Area/City Examples
(List as many/few as you want,
in priority order
)
List Areas:
North Bay,
Peninsula
,
etc. and/or
List Specifc Cities: Cupertino, Los Altos, Menlo Park, etc.
How do you prefer to commute to work?
*
Transportion Examples
(List as many/few as you want,
in priority order
)
Bike, Car, Public Transportation,
Walk
etc.
Maximum time acceptable for your commute to work?
*
If airport proximity is important, which airport do you prefer?
*
How important is weather to you, and what type do you prefer?
*
HOME SEARCH: Housing Requirements
RENTING A HOME IN THE BAY AREA
What type of home do you prefer to rent?
*
What features are important to you?
*
Housing Type Examples
(List as many/few as you want,
in priority order
)
Apartment, Condo, Duplex, House, Townhouse, etc.
Feature Examples
(List as many/few as you want,
in priority order
)
Air-Conditioning,
Central Heating,
Location,
Clothes Washer/Dryer in Home,
Clothes Washer/Dryer on Grounds,
Exercise Room,
Gated Community,
G
ood Local Schools,
Hardwood Floors,
Newer Bathrooms,
Newer Kitchen,
Parking Space,
P
et Friendly,
Pool
,
Private Garage,
Private Patio/Yard,
Security, etc.
Desired # of bedrooms:
*
Desired # of bathrooms:
*
Maximum monthly rent:
*
Desired square footage:
*
Desired move-in date:
*
Desired length of lease:
*
# of family vehicles:
*
NOTE:
At lease signing, landlords usually require 3x your monthy rent for the total deposit (
1st month + last month + 1 additional month for a security deposit).
PURCHASING A HOME IN THE BAY AREA
If you are considering the purchase of a home, would you like to be introduced to a real estate agent we partner with?
*
Yes
No
I don't know
PLANS FOR YOUR FURNITURE
How will you furnish your new home?
*
Moving my furniture
Renting/Purchasing furniture
I don't know
Other
If you are moving furniture, approximately when will it arrive?
*
NOTE:
We are happy to help you find resources for renting/purchasing furniture. Some single-house rentals do not provide refrigerators or clothes washers/dryers.
RENTAL/CREDIT INFORMATION
How would you describe your current credit status?
*
Poor
OK
Good
Great
I Don't Know
Not Applicable
Have you ever been asked to vacate your home?
*
Yes
No
Not Applicable
Is there anything else about your rental/credit information that we should be aware of?
*
MISCELLANEOUS
Do you want information on any other interests, hobbies, sports, activities, professional contacts, etc.?
*
If applicable, please provide any additional information you feel is important for us to know.
*
Thank you very much for taking the time and effort to fill out this detailed form!
We look forward to working with you and we will contact you very soon
.
If have any questions, please call us at 650-564-RELO (7356).
The SVCRelo Team
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