๐Ÿ“ Phase 01 of 05

Site & Documentation

Before you design a single line, you need to know exactly what you're working with. Site documentation professionals give you the foundation every other phase depends on.

Site Surveyors 3D Scanners As-Built Documentation Geotechnical Engineers Drone Mapping
Find Site Professionals โ†’
01 ยท Site & Documentation 02 ยท Design & Planning 03 ยท Engineering 04 ยท Permitting & Compliance 05 ยท Bidding & Construction

Why Phase 1 matters more than most people realize

The biggest mistakes in preconstruction happen at the beginning โ€” not the end. Homeowners skip the site documentation phase to save money, then pay for it when their designer has to revise drawings, their structural engineer can't stamp plans without a soils report, or their permit gets rejected because the setbacks were measured wrong.

Site documentation is not optional. It's the foundation every single professional after you depends on. A thorough site survey and accurate as-built documentation saves time and money at every phase downstream.

For existing homes and structures, as-built documentation tells your designer what they're actually working with โ€” not what was permitted 40 years ago. For new construction, a boundary survey establishes exactly where you can build. For hillside or sensitive sites, a geotechnical report tells your structural engineer what the soil can actually support.

When do you need Phase 1?

  • Before starting any design work โ€” your designer needs accurate dimensions
  • Before filing for permits โ€” most cities require a site plan with survey data
  • Before structural engineering โ€” soils data informs foundation design
  • For any ADU, addition, or new construction project
  • When buying a property you plan to develop
  • When existing drawings are missing, outdated, or inaccurate
  • For 3D visualization or BIM modeling of existing conditions
Phase 01 Professionals

Who you'll work with in this phase

๐Ÿ“
Site Surveyor
Licensed Land Surveyor ยท California PLS
Typical Cost
$900โ€“$2,500
Boundary survey ยท CA average
What they do

A licensed land surveyor establishes the legal boundaries of your property, locates existing structures, easements, and encroachments, and produces a legally recorded plat map. Their work defines exactly where your property begins and ends and where you can legally build.

When you need them
  • Before any new construction or addition
  • When building an ADU or accessory structure
  • Before installing a fence near a property line
  • When a city requires a stamped site plan
  • When property boundary disputes arise
What to look for
  • Licensed PLS (Professional Land Surveyor) in California
  • Experience with residential and ADU projects
  • Delivers CAD files compatible with your designer
  • Includes corner monuments and legal description
  • Turnaround of 1โ€“3 weeks
๐Ÿ“ก
3D Scanner / LiDAR Specialist
As-Built Scanning ยท BIM Modeling ยท Point Cloud
Typical Cost
$1,200โ€“$4,000
Whole-home scan + deliverables
What they do

3D scanning specialists use LiDAR technology to capture precise measurements of existing structures โ€” walls, ceilings, openings, mechanical systems โ€” and convert them into accurate digital models. The result is a point cloud or BIM model your designer and engineer can work directly from, eliminating the need for manual measuring.

When you need them
  • Major remodels where existing drawings are absent
  • Historic homes with complex or irregular geometry
  • Commercial-to-residential conversions
  • When your designer requires BIM-compatible files
  • High-end projects requiring millimeter accuracy
What to look for
  • Delivers Revit, AutoCAD, or SketchUp-compatible files
  • Point cloud registration accuracy under 5mm
  • Includes floor plans, elevations, and sections
  • Experience with residential and mixed-use projects
  • Registered point cloud deliverable included
๐Ÿ“
As-Built Documentation Specialist
Existing Conditions ยท Field Measurements ยท CAD Drawings
Typical Cost
$800โ€“$2,800
Per home ยท varies by size
What they do

As-built specialists physically measure and document the existing conditions of a structure โ€” producing accurate floor plans, elevations, and sections of what's actually built, not what was permitted. This is critical for any renovation or addition where the designer needs to know what they're working with before they start designing.

When you need them
  • Before a kitchen, bathroom, or whole-home remodel
  • When original building plans are unavailable
  • Additions that need to connect to existing structure
  • ADUs attached to or above existing garages
  • Any project where existing conditions are unknown
What to look for
  • Delivers AutoCAD or PDF floor plans
  • Measures to 1/4" accuracy minimum
  • Documents ceiling heights, window/door sizes
  • Notes structural elements and utility locations
  • Turnaround of 3โ€“7 business days
๐Ÿชจ
Geotechnical Engineer
Soils Report ยท Foundation Recommendations ยท Seismic Analysis
Typical Cost
$2,500โ€“$8,000
Full soils report ยท residential
What they do

Geotechnical engineers analyze the soil conditions on your site through borings and lab testing, then provide a report that tells your structural engineer what the soil can support and how to design the foundation. In California โ€” with its seismic activity, expansive soils, and hillside terrain โ€” this is often a critical and sometimes required step.

When you need them
  • New construction on any lot
  • Hillside or sloped sites
  • Areas with known liquefaction risk
  • When the building department requires it
  • Large additions with new foundation work
  • Retaining walls over 4 feet
What to look for
  • Licensed GE (Geotechnical Engineer) in California
  • Experience with local soil conditions
  • Provides foundation type recommendations
  • Report acceptable to your city's building dept
  • Available for peer review questions
Project Sequence

Phase 1 is where everything starts

Every professional after Phase 1 depends on the work done here. Getting this right saves time and money at every step downstream.

๐Ÿ“
Site & Docs
You are here
โœ๏ธ
Design
Needs site data
โš™๏ธ
Engineering
Needs design + soils
๐Ÿ“‹
Permitting
Needs stamped plans
๐Ÿ—๏ธ
Bidding
Needs permit approval

Ready to start Phase 1?

Connect with vetted site surveyors, 3D scanners, and geotechnical engineers across California.

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