Here is a deck used to demonstrate the five phases of a residential development project (somewhat applicable to commercial and mixed-use as well). The purpose is to demonstrate the various points at which an engineer or surveyor can become engaged in a project and the top referral partner candidates at each phase.

1. ATYPICALDEVELOPMENTPROCESS:
EXPLANATIONOFGENERALCIVILAND
LANDSURVEYINGSERVICESATEACHPHASE
YOUR SPEAKER: RON REILLY, PE, QSD
PRESIDENT/CEO
GARING,TAYLOR&ASSOCIATES,INC.(GTA)
141SOUTH ELMSTREET,ARROYOGRANDE | (805)-489-1321 | GARINGTAYLOR.COM

2. THE GENERALPROCESS
THESE ARE THE 5 BASIC PHASES IN THE LIFELINE OF A PROJECT
CONCEPT
PLANNING /
ENTITLEMENT
DESIGN /
PERMIT
CONSTRUCTION CLOSEOUT
GTA SERVICES CAN ENTER BEFORE ANY OF THESE PHASES!

3. CONCEPTUALPHASE
GTA SERVICES IN THE CONCEPTUAL PHASE INCLUDE:
• FREE CONSULTATION
• ZONING REVIEW
• BACK OF ENVELOPE SITE PLANS
• TOPOGRAPHIC SURVEY
• BOUNDARY SURVEY
• TITLE REPORT REVIEW
• DEVELOPMENT FEASIBILITY REVIEW
• CONSTRAINTS MAPPING
CONCEPT
PLANNING /
ENTITLEMENT
DESIGN /
PERMIT
CONSTRUCTION CLOSEOUT
REFERRAL
PARTNERS IN THIS
PHASE:
• Homeowner
considering ADU or a
lot split
• Real Estate
professional looking to
improve a listing
• Real Estate BUYER
wanting to check
feasibility on a
property.

4. PLANNING&ENTITLEMENTPHASE
CONCEPT
PLANNING /
ENTITLEMENT
DESIGN /
PERMIT
CONSTRUCTION CLOSEOUT

5. PLANNING&ENTITLEMENTPHASE
GTA SERVICES IN THE ENTITLEMENT PHASE INCLUDE:
• FREE CONSULTATION
• TOPOGRAPHIC SURVEY / BOUNDARY SURVEY
• MAPS, LOT LINE ADJUSTMENTS, ETC. AS NECESSARY
• PRELIMINARY SITE PLAN, GRADING AND UTILITY PLANS
• PRELMINARY STORMWATER STUDY, REPORT & PLANNING
• BECOME PROJECT POINT GUARD (ONE-STOP COORDINATION SHOP)
• GEOTECH / BIOLOGIST / ARCHAELOGIST
• ARCHITECT
• BECOME CLIENT’S ADVOCATE AT THE AGENCY
CONCEPT
PLANNING /
ENTITLEMENT
DESIGN /
PERMIT
CONSTRUCTION CLOSEOUT
REFERRAL PARTNERS
IN THIS PHASE:
• Homeowner w/ a Concept
• Real Estate Developer
• Architect
• Someone wanting to get
their feet wet in real estate
development / investment

6. DESIGN&PERMITTINGPHASE
GTA SERVICES IN THE PERMITTING PHASE INCLUDE:
• FREE CONSULTATION
• SUPPLEMENTAL TOPOGRAPHIC SURVEY / BOUNDARY VERIFICATION
• PUBLIC IMPROVEMENT PLANS
• STREET, CURB, GUTTER, SIDEWALK & DRAINAGE IMPROVEMENTS
• PUBLIC UTILITY DESIGN TO SERVICE SITE
• SITE DEVELOPMENT PLANS
• INCORPORATE CONDITIONS OF APPROVAL
• CONSULTANT COORDINATION
• ADD NECESSARY DETAIL TO DESIGNS
• STORMWATER CONROL PLAN (SWCP) AND POLLUTION PREVENTION PLAN (SWPPP)
• CONTINUE AS PROJECT POINT GUARD (ONE-STOP COORDINATION SHOP)
• GEOTECH / BIOLOGIST / ARCHAELOGIST
• ARCHITECT, MECHANICAL, ELECTRICAL & PLUMBING
• LANDSCAPE ARCHITECT
• CLIENT ADVOCACYAT AGENCIES AND UTILITY PROVIDERS!
CONCEPT
PLANNING /
ENTITLEMENT
DESIGN /
PERMIT
CONSTRUCTION CLOSEOUT
REFERRAL PARTNERS
IN THIS PHASE:
• Homeowner or Developer
that had a rough
experience during
entitlement phase
• Engineer not interested in
construction documents
• Architect

7. CONSTRUCTIONPHASE
CONCEPT
PLANNING /
ENTITLEMENT
DESIGN /
PERMIT
CONSTRUCTION CLOSEOUT
GTA SERVICES IN THE CONSTRUCTION PHASE INCLUDE:
• FREE CONSULTATION
• CONSTRUCTION STAKING
• PAD, FORM AND BUILDING HEIGHT CERTIFICATIONS
• RESPOND TO CONTRACTOR REQUESTS FOR INFORMATION
• CONSTRUCTION INSPECTION AND OBSERVATION
• STORMWATER MONITORING & INSPECTIONS
REFERRAL PARTNERS
IN THIS PHASE:
• Homeowner / Developer
• General Contractor

8. CLOSEOUTPHASE
CONCEPT
PLANNING /
ENTITLEMENT
DESIGN /
PERMIT
CONSTRUCTION CLOSEOUT
GTA SERVICES IN THE CLOSEOUT PHASE INCLUDE:
• FREE CONSULTATION
• ASSUME ENGINEER OF RECORD (EOR)
• PREPARE AND/OR VERIFY AS-BUILT RECORD DRAWINGS
• AGENCYAND OWNER PUNCHLIST WALKS AND FINAL WALKS
• ENGINEER’S CERTIFICATION OF SUBSTANTIAL CONFORMANCE
• STORMWATER
• CERTIFY SWCP MEASURES INSTALLED ARE EQUAL OR GREATER THAN THOSE
DESIGNED AND PERMITTED
• FILE ANNUAL REPORT AND NOTICE OF TERMINATION FOR SWPPP
REFERRAL PARTNERS
IN THIS PHASE:
• Home Builder
• Developer that has been
left high and dry by
original EOR

9. YOURQUESTIONS,PLEASE?
THANKYOU.

10. DESIGNTEAM: STRUCTURE&FUNCTION