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BOMA OFFICE INCOME & EXPENSE
SURVEY FORM
Data for Calendar or Fiscal Year 2014
*Required Question
Step 1: Contact Information
Create an Account or Login:
Name________________________________________________________________
Company Name________________________________________________________
Address_____________________________________ Suite_____________________
City__________________________________________________________________
State/Province________________________________Zip/Code__________________
BOMA Member? Yes 
No

Email_________________________
Select who will receive access to the Expense Performance Comparison (EPC):
You 
Someone Else 
1. First Name ____________________________________________________________
2. Last Name____________________________________________________________
3. Phone (
)_________________________________________________________
*4. Email________________________________________________________________
Step 2: Building Information 1
*1.Building Area Measurement
(Canadian buildings – please check box to indicate if reporting data in sq. meters or sq. feet.)
Measuring unit:  Sq. Feet  Sq. Meters
2. *Floor Measurement Method:
 BOMA Rentable 2010—Method B
 BOMA Rentable (1996)
Deadline March 31, 2015
 New York (REB 68)
 GSA
 BOMA Rentable (1989)
 BOMA Usable
 Not Sure
Other____________________________________________________
*3. Office Rentable Area_________________________________________________
RSF
4. Office Retail Area_____________________________________________________
RSF
5. Other Rentable Area___________________________________________________
RSF
*6. Total Rentable Area__________________________________________________
7. Total Gross Building Area______________________________________________
FT
8. Total Usable Area_____________________________________________________
SF/SM
9. Total Number of Parking Stalls___________________________________________ Stalls
10. Parking Area________________________________________________________
SF/SM
*11. Number of Free-Standing Buildings_____________________________________
12. Year Property Opened ________________________________________________
13. Year of Last Renovation_______________________________________________
14. Number of Above Ground Floors________________________________________
 Downtown Area
*15. Location:
 Suburban Area
16. Location Type_______________________________________________________
17. Proximity to Public Transit (City Blocks)
18. Property Class:
 Class A
 Class B
 Class C
*19. Property Type:
 General Multi-Tenant
 75% Medical
 75% Government Occupied  75% Industrial
 75% Financial
 Corporate Facility
 Single Purpose (please specify):___________________________________________
 Other (please specify):__________________________________________________
*20. Lease Type:
 Triple Net
 Modified Gross
 Full Service
 Other (please specify):__________________________________________________
Step 3: Building Information 2
*1. Ownership Type:
 Private Owner/Partnership/LLC
 Corporate Owner-Occupier
Deadline March 31, 2015
 Institutional Investor
 Government
 Hospital
 REIT
 Nonprofit
 Developer
2. Is this property operated by third party management? ___________________________
Please indicate the percentage of office rentable area occupied by the following types of tenants:
3. Government _______________________________________________________ %
4. Private Non-profit __________________________________________________ %
5. Medical __________________________________________________________ %
6. Tenants Operating 24/7 _______________________________________________%
7. Total hours of Operation______________________________________________
8. Total Number of Office Tenants________________________________________
9. Total Number of Retail Tenants________________________________________
10. Average Annual # of On-site Tenant Employees___________________________
11. Number of On-site Maintenance / Engineering FTEs_______________________
12.
Size of Owner Office________________________________________________
SF/SM
13.
Will the property income figures include rental charges for owner-occupied space___________?
*14. Average Office Occupancy Rate for the year______________________________ %
15.
End of the year Occupancy Rate _______________________________________ %
16.
Average Retail Occupancy Rate for the year______________________________ %
17.
End of the year Retail Occupancy Rate__________________________________ %
18.
Average Other Occupancy Rate for the year______________________________ %
19.
End of the year Other Occupancy Rate__________________________________ %
20.
Rentable Area Leased for the year_____________________________________
21.
Year-End Asking Rents $_____________________________________________
22.
Capitalization Threshold $____________________________________________
SF/SM
Please indicate Retail Sq. Ft. for which you provide these services:
23.
Cleaning_________________________________________________________ SF/SM
24.
Repairs / Maintenance_____________________________________________
SF/SM
25.
Utilities_________________________________________________________
SF/SM
26.
Percentage property’s electricity generated by itself______________________
%
27.
Is this property ENERGY STAR certified?
 Yes  No
Does your building benchmark its energy performance using a tool such as EPA's
Portfolio Manager?  Yes  No
28.
Deadline March 31, 2015
29. If your building uses Portfolio Manager, what is your ENERGY STAR® score?
[Answer must be a whole number 1 to 100.] _________________
30. Has this property earned BOMA's 360 designation?
 Yes  No
If so, in what year was the designation earned? _________________
31. LEED Program Participation: _______________________________ [New Construction, Existing
Building, Core and Shell or None]
32.
LEED Achievement:  Certified  Silver  Gold  Platinum
Step 4: Income Information
1. Office Rent:
1. Base Rent $_______________________________________________________
2. Pass-Throughs $___________________________________________________
3. Operating Cost Escalations $_________________________________________
4. Lease Cancellations $________________________________________________
5. Rent Abatements (-) $________________________________________________
Total Office Rent $__________________________________________________
2. Retail Rent $_______________________________________________________
3. Other Rent $_______________________________________________________
4. Telecom Income
1. Rooftop Income $__________________________________________________
2. Wire / Riser Access Income $_________________________________________
5. Miscellaneous Income
1. Gross Parking Income $_______________________________________________
2. Tenant Service Income $______________________________________________
3. Miscellaneous Income $______________________________________________
Total Rental Income $__________________________________________________
Total Income $________________________________________________________
Deadline March 31, 2015
Step 5: Expense Information (Expenses in Whole Dollars)
1. Cleaning Expenses
1. Payroll, Taxes, Fringes $________________________________________________
2. Routine Contracts $____________________________________________________
3. Window Washing $_____________________________________________________
4. Other Specialized Contracts $______________________________________________
5. Supplies / Materials $____________________________________________________
6. Trash Removal / Recycling $______________________________________________
7. Miscellaneous/ Other $___________________________________________________
Total Cleaning Expenses $_________________________________________________
2. Repair / Maintenance Expenses
1. Payroll, Taxes, Fringes $________________________________________________
2. Elevator $_____________________________________________________________
3. HVAC $________________________________________________________________
4. Electrical $____________________________________________________________
5. Structural / Roofing $____________________________________________________
6. Plumbing $___________________________________________________________
7. Fire / Life Safety $______________________________________________________
8. General Building Interior $_______________________________________________
9. General Building Exterior $_______________________________________________
10. Parking Lot $_________________________________________________________
11. Miscellaneous $______________________________________________________
Total R/M Contracts $____________________________________________________
3. Utility Expenses
1. Total Electricity $____________________________________________________
KWH
3. Gas $______________________________________________________________
CCF
4. Fuel Oil $________________________________ __________________________
US Gal
Deadline March 31, 2015
5. Steam $____________________________________________________________
1000lbs
6. Chilled Water $_____________________________________________________
1000 Tons
7. Water / Sewer $______________________________________________________
Total Utilities $__________________________________________________________
4. Roads / Grounds Expense
1. Landscaping $_________________________________________________________
2. Snow Removal $_______________________________________________________
3. Miscellaneous / Other $__________________________________________________
Total Roads/Grounds $_____________________________________________________
5. Security Expenses
1. Payroll, Taxes, Fringes $_________________________________________________
2. Contracts $____________________________________________________________
3. Equipment $________________________________________________________
4. Miscellaneous / Other $__________________________________________________
Total Security $_________________________________________________________
6. Administrative Expenses
1. Payroll, Taxes, Fringes $________________________________________________
2. Management Fees $____________________________________________________
3. Professional Fees $______________________________________________________
4. General Office Expenses $______________________________________________________
5. Employee Expenses $__________________________________________________________
6. Miscellaneous / Other $________________________________________________________
Total Administrative $_________________________________________________________
7. Fixed Expenses $___________________________________________________________
1. Real Estate Taxes $________________________________________________________
2. Personal Property Tax $____________________________________________________
Deadline March 31, 2015
3. Other Tax $____________________________________________________________
4. Building Insurance $_______________________________________________________
5. License / Fees / Permits $____________________________________________________
Total Fixed Expenses $________________________________________________________
8. Directly Expensed Leasing
1. Payroll $___________________________________________________________________
2. Commission / Fees $_______________________________________________________
3. Advertising / Promotion $_____________________________________________________
4. Professional Fees $__________________________________________________________
5. Tenant Improvements $______________________________________________________
6. Other Leasing Costs $______________________________________________________
Total Leasing Expenses $______________________________________________________
9. Amortized Leasing
1. Commissions / Fees $_______________________________________________________
2. Tenant Improvements $_______________________________________________________
3. Other Leasing Costs $________________________________________________________
Total Amortized Leasing $__________________________________________________
10. Parking Expenses (for a fee)
1. In-house $_________________________________________________________________
2. Contract $__________________________________________________________________
3. Snow Removal $____________________________________________________________
4. Shuttle $__________________________________________________________________
Total Parking $______________________________________________________________
11. Telecom Expense
1. Total Telecom Expense $____________________________________________________
Deadline March 31, 2015
Step 6: Confirmation
Please review the data submitted for accuracy. Note that we may have flagged certain data for
specific review. Once you have reviewed all your data, please print a copy of this confirmation page,
for your records. Then, click “Submit” to assure that your submissions is complete. Once you click
“submit,” your survey will be locked and you will not be permitted to make changes to your
submission. If you determine that you need to make a change to your survey once it’s been
submitted, please contact BOMA at [email protected].
Deadline March 31, 2015