Menu

A Clear Path Forward

Every project starts with careful planning.
This sample process shows how we guide your project through each stage—due diligence, entitlements, design, construction, and close-out. Our coordinated approach protects your investment, reduces risk, and helps create lasting communities with efficiency and confidence.

Pre-Development / Due Diligence

Knowledge Areas

  • Land Use & Zoning – zoning codes, comprehensive plans, permitted uses, overlay districts.
  • Surveying & Mapping – boundary surveys, ALTA/NSPS surveys, topographic surveys, GIS integration.
  • Environmental Assessment – wetlands delineation, endangered species review, soil testing, Phase I/II ESAs.
  • Legal & Title – deed research, easements, encumbrances, mineral rights.
  • Feasibility & Market Studies – absorption rates, comparable sales, demographic analysis.
  • Finance & Valuation – pro forma modeling, lender requirements, tax impacts.


Processes

  • Initial Site Selection – identify candidate parcels.
  • Feasibility Studies – zoning compatibility, infrastructure access, environmental risks.
  • Title & Survey Review – ensure clear ownership and boundary integrity.
  • Preliminary Budgeting & Pro Forma – high-level cost vs. market value assessment.

Entitlement & Approvals

Knowledge Areas

  • Planning & Land Development Codes – subdivision regulations, PUDs, variances, conditional uses.
  • Permitting Agencies – city/county planning boards, DOT, water management districts, Army Corps, etc.
  • Public Engagement – community meetings, neighborhood associations, political navigation.
  • Engineering Concepts – drainage, roadway alignment, water/sewer, grading.


Processes

  • Conceptual Site Plan – layout of lots, infrastructure, open space.
  • Rezoning/Variance Applications – legal filings and public hearings.
  • Agency Coordination – submissions to planning departments, DOT, DEP, etc.
  • Approval & Conditions – negotiate development orders and permit conditions.

Design & Engineering

Knowledge Areas

  • Civil Engineering – grading, drainage, utilities, stormwater management.
  • Transportation Engineering – traffic impact analysis, access management.
  • Architecture & Urban Design – building design, aesthetics, density, FAR.
  • Landscape Architecture – buffers, parks, green space, irrigation.
  • Utility Coordination – electric, gas, fiber, water/sewer design.


Processes

  • Preliminary Engineering Plans – conceptual layouts to satisfy conditions of approval.
  • Construction Documents – stamped engineering plans for permitting.
  • Utility Design Integration – coordinate with providers for connections.
  • Final Plat & Legal Mapping – prepare subdivision plats for recording.

Construction Management

Knowledge Areas

  • Project Management – scheduling, critical path, budgeting, reporting.
  • Construction Methods – earthwork, paving, stormwater structures, utilities.
  • Contract Administration – bidding, RFPs, contractor vetting, lien laws.
  • Safety & Compliance – OSHA, environmental BMPs, erosion control.
  • Quality Assurance/Control – inspections, materials testing, survey stakeout.


Processes

  • Bid & Award – prequalify contractors, manage bid process, negotiate contracts.
  • Mobilization & Sitework – clearing, grading, utilities, stormwater.
  • Vertical Construction Oversight – coordinate with builders if applicable.
  • Inspections & Pay Applications – certify work for draws.
  • Change Orders & Claims – manage deviations and disputes.

Close-Out & Post-Development

Knowledge Areas

  • Final Inspections & COs – governmental sign-offs, as-built surveys.
  • HOA/Property Management Setup – governance, maintenance budgets.
  • Warranty & Punchlist Management – ensuring compliance with specs.
  • Marketing & Disposition – lot sales, lease-up, end-user transfer.
  • Asset Management – long-term property management if retained.


Processes

  • As-Builts & Certifications – submit surveys, drainage certs, record drawings.
  • Agency Close-Out – final compliance check with planning, utilities, DOT.
  • Turnover – transfer common areas to HOA or municipality.
  • Post-Construction Warranty Period – monitor defects, manage claims.
  • Exit Strategy – sale, long-term hold, or lease operations.

Overarching Knowledge (All Phases)

  • Real Estate Law (contracts, leases, easements, land use litigation).
  • Finance & Capital Stacking (loans, equity, syndication).
  • Risk Management (insurance, bonding, liability).
  • Technology Integration (GIS, CAD, project management software, drones).
  • Stakeholder Management (investors, municipalities, contractors, community).