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Home Assessment / Site Survey

1. Preliminary Information

Gather client contact information

Review project scope and client expectations

Confirm appointment date and time

Here are some additional steps that could be included in the 1. Preliminary Information section of the New Home Assessment / Site Survey checklist

Verify the property address and legal description

Confirm the presence of any existing site plans or surveys

Identify any relevant zoning regulations or restrictions

Discuss the timeline and milestones for the project

Review any preliminary budget considerations with the client

Clarify the purpose of the assessment and desired outcomes

Gather any existing documentation from the client (e.g., previous surveys, permits)

Discuss any specific concerns or questions the client may have

Establish preferred communication methods and frequency

Ensure all necessary stakeholders are identified and included in communications

2. Site Access

Verify access routes to the property

Check for any access restrictions (gates, fences, etc.)

Assess parking arrangements for crew and equipment

Here are some additional steps that could be included in the "2. Site Access" section of the New Home Assessment / Site Survey checklist

Evaluate road conditions leading to the property (pavement type, surface quality)

Determine the width of access roads to ensure they can accommodate necessary vehicles

Check for any seasonal access issues (flooding, snow, etc.)

Identify any potential hazards along access routes (overhead lines, low bridges, etc.)

Confirm the availability of space for turning around large vehicles

Assess the proximity of the site to public transportation options for crew members

Review local traffic regulations that may affect access during construction

Document any potential obstacles that may impede access (construction, landscaping, etc.)

Verify the need for any permits related to access or road usage

Ensure communication with local authorities regarding access during the project timeline

3. Site Conditions

Evaluate overall site topography and drainage

Identify existing structures and their conditions

Assess vegetation and landscaping features

Check for any visible hazards (potholes, debris, etc.)

4. Utility Availability

Identify existing utility connections (water, electricity, gas)

Check for underground utility lines (e.g., through a utility locator service)

Assess the capacity of existing utilities for the proposed project

5. Environmental Considerations

Evaluate any environmental restrictions (wetlands, protected species)

Review local zoning regulations and land use restrictions

Assess potential environmental impacts of the project

6. Measurements and Site Layout

Take accurate measurements of the site boundaries

Document locations of existing structures and features

Create a site plan layout for proposed construction

7. Client Preferences

Discuss design preferences and special requirements with the client

Note any specific materials or styles desired

Confirm timelines and budget considerations

8. Documentation and Reporting

Compile all findings and measurements in a report

Include photographs of the site and any notable features

Prepare a checklist of follow-up actions or requirements

9. Follow-Up Actions

Schedule follow-up meetings with the client to review findings

Identify any additional permits or approvals needed

Prepare for the next steps in the project planning process

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