SOP Templates > Home Builder > Bidding & Estimating > Lot Evaluation Checklist

Lot Evaluation Checklist for Home Builder

The Lot Evaluation Checklist is a comprehensive guide for home builders specializing in custom homes to assess potential construction sites. This checklist is crucial for the Bidding & Estimating department to ensure that all aspects of a lot are thoroughly evaluated before proceeding with a project. It covers interpreting surveys, reviewing zoning laws, verifying utilities, assessing physical characteristics like slope and soil, and identifying potential risks. This evaluation is essential for concept estimating and ensures that all stakeholders, including design, project management, and ownership, are informed of site conditions and potential challenges.

Interpret site surveys

Step 1: Review boundary lines

Examine the site survey to understand the exact boundaries of the lot. This will help in planning the layout of the home and ensuring that construction does not encroach on neighboring properties.

Step 2: Identify existing structures

Note any existing structures or features on the lot, such as sheds, fences, or utility poles, which may need to be removed or incorporated into the new design.

Step 3: Analyze topographical features

Assess the topography to understand the elevation changes across the lot. This will influence foundation design and drainage planning.

Review zoning and setbacks

Step 1: Check zoning classification

Determine the zoning classification of the lot to understand the types of structures that can be built and any restrictions on use.

Step 2: Verify setback requirements

Review local setback requirements to ensure that the planned construction respects the required distances from property lines, roads, and other structures.

Step 3: Consult with local zoning office

If unclear, consult with the local zoning office to clarify any specific regulations or obtain necessary permits.

Verify utility availability

Step 1: Identify utility connections

Locate existing utility connections on the lot and determine their capacity to support the new construction.

Step 2: Contact utility providers

Reach out to local utility providers to confirm service availability and any potential upgrades required.

Step 3: Plan for utility extensions

If necessary, plan for extending utilities to the site, considering both cost and timeline implications.

Assess slope and drainage

Step 1: Evaluate slope percentage

Measure the slope percentage of the lot to determine the need for grading or retaining walls.

Step 2: Identify natural drainage patterns

Observe the lot for natural drainage patterns to ensure that water flows away from the planned building site.

Step 3: Plan for drainage solutions

Consider implementing drainage solutions such as French drains or swales to manage water runoff effectively.

Analyze soil conditions

Step 1: Conduct soil testing

Hire a geotechnical engineer to perform soil tests and provide a report on soil composition and stability.

Step 2: Review soil report

Analyze the soil report to understand any limitations or special requirements for foundation design.

Step 3: Plan for soil remediation

If necessary, plan for soil remediation techniques such as compaction or soil replacement to ensure a stable building platform.

Evaluate site access

Step 1: Identify access points

Determine the best access points for construction vehicles and equipment, considering existing roads and driveways.

Step 2: Assess road conditions

Evaluate the condition of roads leading to the site to ensure they can support heavy construction traffic.

Step 3: Plan for temporary access solutions

If necessary, plan for temporary access solutions such as gravel roads or reinforced pathways to facilitate construction access.

Review tree and vegetation requirements

Step 1: Identify protected trees

Determine if there are any protected trees on the lot that must be preserved according to local regulations.

Step 2: Plan for tree removal

Identify trees that need to be removed for construction and obtain necessary permits for removal.

Step 3: Consider landscaping opportunities

Plan for landscaping opportunities that incorporate existing vegetation or enhance the site's natural beauty.

Identify easements and encroachments

Step 1: Review property title

Examine the property title for any easements that grant access or use rights to other parties.

Step 2: Identify potential encroachments

Check for any structures or features that may encroach on neighboring properties or violate easement agreements.

Step 3: Consult with legal advisor

If necessary, consult with a legal advisor to resolve any easement or encroachment issues before proceeding with construction.

Assess potential engineering needs

Step 1: Consult with structural engineer

Engage a structural engineer to evaluate the site for any special engineering requirements, such as retaining walls or specialized foundations.

Step 2: Plan for engineering solutions

Develop plans for any engineering solutions needed to address site challenges, considering both cost and feasibility.

Step 3: Coordinate with design team

Ensure that the design team is aware of any engineering requirements and incorporates them into the project plans.

Document site conditions

Step 1: Create site report

Compile a detailed site report that includes all findings from the evaluation, highlighting any potential issues or special considerations.

Step 2: Take site photographs

Capture comprehensive photographs of the site from multiple angles to document existing conditions and support the written report.

Step 3: Organize documentation

Ensure that all documentation is organized and accessible to all stakeholders, including design, project management, and ownership.

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