Why have an ALTA/ACSM Land Title Survey? Northeast Indiana Commercial Brokers Presentation May 14, 2008 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Normal Participants in Process Lender Lender’s Counsel - Typically has most requests & clout D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A Title Company Negotiates exceptions, base policy coverage, & endorsements. Provides record documents to attorneys & surveyor Buyer Buyer’s Counsel - Protects client’s interests Buyer’s Realtor - Often keeps the process moving Buyer’s Surveyor - Very rare Seller Seller’s Counsel - Protects client’s interests Seller’s Realtor - Often keeps the process moving Seller’s Surveyor - Provides survey acceptable to all parties while keeping fees at a minimum 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Type of Surveys in Indiana Types identified in 865 IAC 1-12 D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A 1. Original Surveys (can also be an ALTA) 2. Retracement Surveys (can also be an ALTA) 3. Route Surveys 4. Surveyor Location Reports 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 DIGEST D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com volume 6, issue 5 may, 2007 HOW MUCH DO YOU CHARGE FOR A BOUNDARY SURVEY? Survey. Unlike a Retracement Survey, an Original Survey creates a new parcel of ground out of one or more older deeds. Subdivision Plats (creating one or more “lots”) are typical examples of an Original Survey, but acreage in Rural areas that is split off the farm also qualify. ROUTE SURVEYS Route Surveys are typically completed to provide for property transfers and easements necessary for: Highways, Railroads, Waterways, Pipelines, Electrical Lines, or any other linear transportation or utility route. That may sound complicated, but the basic idea is to provide one survey document that ties several land transactions together when multiple properties and property owners are involved. ALTA/ACSM SURVEYS Winning the contest for the most acronyms in the title, ALTA/ACSM Surveys are “high-performance” surveys typically generated for commercial and/or industrial properties. To clear things up a little-“ALTA” stands for “American Land Title Association” and “ACSM” stands for “American Congress on Surveying and Mapping.” The basic idea behind these specialty surveys is that the Title Insurance companies can provide better Title Insurance coverage with a more detailed survey. The “Minimum Standard Detail Requirements for ALTA/ACSM Land Title Surveys” (another great read) published every few years (the last time in 2005) provides the rules for completing these surveys to certain specifications. When all the specifications are met, the lenders involved in these high-dollar deals are a little more comfortable with the property because the Title Insurance companies provide more complete coverage for the property. SURVEYOR LOCATION REPORTS Surveyor location reports win the contest for the least liability for the surveyor. They are restricted by State Law to be used only on properties less than 2 Acres which already have a house (1-4 Families) on it. Additionally, the Surveyor must state in his certification that, “This report is designed for use by a title insurance company with residential loan policies. No corner markers were set and the location data herein is based on limited accuracy measurements. Therefore, no liability will be assumed for any use of the data for construction of new improvements or fences.” ,OGO?A I get multiple phone calls every week asking that question. While it may seem like a reasonable question to most people, it actually is quite complicated and requires a substantial amount of information to answer. Rather than spend this month talking about the details that have to be determined in order to develop a “Boundary Survey,” we are going to spend some time with the Indiana State legislation that defines Surveys. We will discuss the different types of Surveys, their different purposes, and requirements to meet the Standards for those Survey types. When you finish reading this newsletter, you will be an expert among your peers in matters related to “Boundary Surveys.” “BOUNDARY SURVEY” TYPES Did you know that the piece(s) of paper that is commonly referred to as a “Survey” or “Boundary Survey” could actually be one of about five distinctly different types Surveys? In fact, one of the Surveys typically produced for Property Transactions is not a Boundary Survey at all. Survey types and descriptions can be found in: 865 Indiana Administrative Code (IAC) 1-12-7 through 865 IAC 1-12-29. Those sections of Indiana Code are the source for this newsletter (and a pretty good cure for insomnia.) There are essentially five different types of Surveys commonly referred to as “Boundary Surveys.” Those types are: Retracement Surveys, Original Surveys, Route Surveys, ALTA/ACSM Surveys, and Surveyor Location Reports. RETRACEMENT SURVEYS This is probably the most common type of actual “Boundary Survey.” The basic idea is that a Registered Land Surveyor compiles existing deeds in the area of the property in question and “Retraces” the boundary lines in his/her best professional judgment in order to place the actual Boundary Lines for any multitude of purposes. (Typically for a property sale, but also could be for property improvements--like a house, fence, barn, etc.) This type of Survey will follow old deeds of record, plats, or other recorded information and will not be creating a new parcel of land. ORIGINAL SURVEYS More new homes and construction are completed on property described by “Original Surveys” than any other type of Boundary D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying See DABEC Digest in handout Type of Surveys in Indiana 1. Original Surveys are executed for the purpose of locating and describing the lines of the subject property which has not been previously described in record documents. 2. Retracement Surveys are executed for the purpose of retracing the lines of the subject property as previously described in record documents. 3. Route Surveys are executed for the purpose of determining the lines of multiple proposed acquisition parcels required for highway, railroad, waterway, pipeline, electric line, linear transportation, or utility purposes. Rule 12 excerpt [in handout] Surveyor Location Reports are designed for use by a title insurance company with loan policies on small tracts containing one (1) to four (4) family houses, even if now used for commercial purposes. A surveyor location report shall not be used for nonresidential tracts greater than two (2). No corner markers are set and location data is based on limited accuracy measurements. 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Title Insurance Differences D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A Lenders Title Insurance (Loan Policy): »» Protects lenders interests, typically prorated in the amount of original purchase, as long as lender maintains interest in the property »» Focus is on protecting loan value. This includes title, improvements, zoning, etc. Owners Title Insurance: »» Protects title claim, typically in amount of original purchase, as long as owner (or heirs) maintain interest in the property »» Focus is on protecting title, ownership, and interests. Not focused on improvements, zoning, etc. 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A ILTA 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Perspective on Surveys D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A Seller • Prove title is marketable • Money out of pocket • Limit liability: »» Disclose issues (e.g. gaps, overlays, encroachments, easements, utilities, etc.) »» Provides notice to Purchaser »» Reduces probability of litigation Purchaser • Receive assurance that title is marketable, property/facilities can continue to be used • Provide foundation/planning for: »» Future use (e.g. gaps, overlays, encroachments, easements, utilities, etc.) »» Potential development/expansion of existing improvements 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Perspective on Surveys D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A Lender • Protecting value of loan/collateral »» Includes title (gaps, overlays, easements, utilities, etc.) »» Includes use (zoning, access, utilities, etc.) »» Includes facilities (buildings, parking, utilities, etc.) 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Why have an ALTA/ACSM. . . D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A 1.Remove Survey Exception 2.Remove Special Exceptions 3.Obtain Endorsements 4.Limit Liability 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 (i) forgery, fraud, undue influence, duress, incompetency, incapacity or impersonation; (ii) failure of any person or Entity to have authorized a transfer or conveyance; (iii) a document affecting Title not properly created, executed, witnessed, sealed, acknowledged, notarized or delivered; (iv) failure to perform those acts necessary to create a document by electronic means authorized by law; D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Why have an ALTA/ACSM. . . 1.Remove Survey Exception (v) a document executed under a falsified, expired or otherwise invalid power of attorney; (vi) a document not properly filed, recorded or indexed in the Public Records including failure to perform those acts by electronic means authorized by law; or (vii) a defective judicial or administrative proceeding. (b) The lien of real estate taxes or assessments imposed on the Title by a governmental authority due or payable, but unpaid. ,OGO?A (c) D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying 3. 4. 5. Any encroachment, encumbrance, violation, variation, or adverse circumstance affecting the Title that would bedisclosed by an accurate and complete land survey of the The term "encroachment" includes Land. encroachments of existing improvements located on the Land onto adjoining land, and encroachments onto the Land of existing improvements located on adjoining land. Unmarketable Title. No right of access to and from the Land. The violation or enforcement of any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) restricting, regulating, prohibiting, or relating to use, of (a) the occupancy, or enjoyment the Land; (b) the character, location of any improvement erected on the Land; dimensions, or the subdivision of land; or (c) (d) environmental protection a notice, describing part the Land, is recorded in the Public Records setting forth the violationor intention if any of to enforce, but only to the extent of the violation or enforcement referred to in that notice. 06LCR1 6/06 KMS ALTA Loan Policy (6/ 17/ 06) 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Why have an ALTA/ACSM. . . 2.Remove Special Exceptions D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A i. Easements most common ii. Encroachments iii.Zoning issues (parking, height, area, etc.) 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Why have an ALTA/ACSM. . . 3.Obtain Endorsements - Pt 1 i. Access ii. Contiguity D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A iii. Zoning Endorsement Form 1 - 06 Street Assessments (06-17-06) Endorsement Form 2 - 06 Truth in Lending (06-17-06) Endorsement Form 3 - 06 Zoning Unimproved Land (06-17-06) Endorsement Form 3.1 - 06 Zoning - Completed Structure (06-17-06) Endorsement Form 4 - 06 Condominium (06-17-06) Endorsement Form 4.1 - 06 Condominium (06-17-06) Endorsement Form 5 - 06 Planned Unit Development (06-17-06) Endorsement Form 5.1 - 06 Planned Unit Development (06-17-06) Endorsement Form 6 - 06 Variable Rate Mortgage (06-17-06) Endorsement Form 6.2 - 06 Variable Rate Mortgage - Negative Amortization Endorsement Form 7 - 06 Manufactured Housing Unit (06-17-06) Endorsement Form 7.1 - 06 Manufactured Housing - Conversion; Loan (06-17-06) Endorsement Form 7.2 - 06 Manufactured Housing - Conversion: Owner’s (06-17-06) Endorsement Form 8.1 - 06 Environmental Protection (06-17-06) Endorsement Form 9 - 06 Restrictions, Encroachments, Minerals (06-17-06) Endorsement Form 9.1 - 06 Restrictions, Encroachments, Minerals Owner’s Policy: Unimproved Land (06-17-06) Endorsement Form 9.2 - 06 Restrictions, Encroachments, and Minerals - Owner’s Policy: Improved Land (06-17-06) Endorsement Form 9.3 - 06 Restrictions, Encroachments, Minerals - Loan Policy Endorsement Form 9.4 - 06 Restrictions, Encroachments, Minerals - Owner’s Policy: Unimproved Land (06-17-06) Endorsement Form 9.5 - 06 Restrictions, Encroachments, Minerals - Owner’s Policy: Improved Land (06-17-06) Endorsement Form 10 - 06 Assignment (06-17-06) Endorsement Form 10.1 - 06 Assignment and Date Down (06-17-06) 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Why have an ALTA/ACSM. . . 3.Obtain Endorsements - Pt 2 i. Access ii. Contiguity D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A iii. Zoning Endorsement Form 11 - 06 Mortgage Modification (06-17-06) Endorsement Form 12 - 06 Aggregation (06-17-06) Endorsement Form 13 - 06 Leasehold - Owners (06-17-06) Endorsement Form 13.1 - 06 Leasehold - Loan (06-17-06) Endorsement Form 14 - 06 Future Advance - Priority (06-17-06) Endorsement Form 14.1 - 06 Future Advance - Knowledge (06-17-06) Endorsement Form 14.2 - 06 Future Advance - Letter of Credit (06-17-06) Endorsement Form 14.3 - 06 Future Advance - Reverse Mortgage (06-17-06) Endorsement Form 15 - 06 Non-Imputation - Full Equity Transfer (06-17-06) Endorsement Form 15.1 - 06 Non-Imputation - Additional Insured (06-17-06) Endorsement Form 15.2 - 06 Non-Imputation - Partial Equity Transfer (06-17-06) Endorsement Form 16 - 06 Mezzanine Financing (06-17-06) Endorsement Form 17 - 06 Access and Entry (06-17-06) Endorsement Form 17.1 - 06 Indirect Access and Entry (06-17-06) Endorsement Form 18 - 06 Single Tax Parcel (06-17-06) Endorsement Form 18.1 - 06 Multiple Tax Parcel (06-17-06) Endorsement Form 19 - 06 Contiguity-Multiple Parcels (06-17-06) Endorsement Form 19.1 - 06 Contiguity-Single Parcel (06-17-06) Endorsement Form 20 - 06 First Loss-Multiple Parcel Transactions (06-17-06) Endorsement Form 21 - 06 Creditors’ Rights (06-17-06) Endorsement Form 22 - 06 Location (06-17-06) Endorsement Form 22.1 - 06 Location and Map (06-17-06) Endorsement Form JR1 - Supplemental Coverage (10-19-96) Endorsement Form JR2 - Revolving Credit / Variable Rate (10-19-96) 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Why have an ALTA/ACSM. . . 4.Limit Liability D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A Seller Lender Purchaser »» Disclose issues (e.g. gaps, overlays, encroachments, easements, utilities, etc.) »» Provides notice to Purchaser »» Reduces probability of litigation »» Includes title (gaps, overlays, easements, utilities, etc.) »» Includes use (zoning, access, utilities, etc.) »» Includes facilities (buildings, parking, utilities, etc.) »» Receive assurance that title is marketable, property/facilities can continue to be used 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com What is an ALTA Survey? 1. General Requirements 2. Table A D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A i. Customize survey for specific requirements ii. Typical Items iii.Add-cost Items iv.Expensive Items 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com What is an ALTA Survey? D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A 1. General Requirements Detailed annotated compilation of all record information (deeds, zoning, easements, and plats) and of all observable on-the-ground information (stakes, buildings, infrastructure, and use) Must use current standards, per ALTA. Purchase agreements are often out of date. See handout packet for: Rule 12 - Indiana Survey Requirements ALTA Standards 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 major streetby intersection(s); referenced an existing monument or witness to the corner; 3. 2. D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com _____ Flood proper annotation based ontofederal Insurance Vicinityzone mapdesignation showing the(with property surveyed in reference nearbyFlood highway(s) or Rate the state or local equivalent, by scaled map location and graphic majorMaps streetorintersection(s); TABLE A plotting onl.); 3. _____ OPTIONAL Flood zoneSURVEY designation (with proper annotation on federal Flood Insurance RESPONSIBILITIES AND based SPECIFICATIONS 4. _____ Rate GrossMaps land or area areas if specified the client;. the(and stateother or local equivalent, byby scaled map location and graphic plotting onl.);A must be negotiated between the surveyor and client. It may NOTE: The items of Table 5. _____ for Contours and thetodatum of or theexpand elevations; be necessary the surveyor qualify upon the description of these items, 4. _____ Gross land area (and other areas specified by the client;. e.g., in reference to Item 6, there may be a neediffor an interpretation of a restriction. The 6. _____ List setback, height, and floor space area restrictions disclosed by applicable surveyor cannot make a certification on the basis of an interpretation or opinion of another zoning or building codes (beyond those required under paragraph these 5. _____ Contours and the datum of the elevations; party. Items 16, 17 and 18 are only for use on projects for the U.S. Department5dofofHousing standards). If none, so state. The source of such information must be disclosed. and Urban Development (HUD). “Note” above; 6. _____ See List setback, height, and floor space area restrictions disclosed by applicable zoning or building those required under paragraph 5d of these If checked, the following optionalcodes items(beyond are to be included in the ALTA/ACSM LAND TITLE 7. _____ standards). (a) Exterior Ifdimensions of allThe buildings atof ground level none, so state. source such information must be disclosed. SURVEY, except as otherwise negotiated: See “Note” above; (b) Square footage of: 1. _____ Monuments placed (or a reference monument or witness to the corner) at all 7. _____ (a) Exterior dimensions of all buildings at ground levelalready 11. Location of utilities examples ofunless which are shown below) major corners of the(representative boundary of the property, marked or existing _____ (1) exterior footprint of all buildings at ground level; on or serving property as by: corner; referenced bythe an surveyed existing monument ordetermined witness to the (b) Observed Square footage of: _____ (a) evidence; _____ (2) gross floor area of all buildings; or 2. _____ Vicinity map showing the property surveyed in reference to nearby highway(s) or _____ (1) exterior footprint of all buildings at from ground level; _____ (b) Observed evidence together with evidence plans obtained from utility major street intersection(s); _____ (3) other areas to be defined by the client. companies or provided by client, and markings by utility companies and other _____ (2) gross floor area ofproper all buildings; orsource sources (with reference as to the information) 3. _____ appropriate Flood zone designation (with annotation basedofon federal Flood Insurance _____ x(c) Measured height of all buildings above grade at a defined location. If no railroad tracks sidings; Rate Maps or the stateand or local equivalent, by scaled map location and graphic defined location provided, pointby of the measurement shall be shown; _____ onl.); (3) otherisareas bethe defined client. xplotting manholes, catchtobasins, valve vaults or other surface indications of subterranean uses; 8. _____ (c) Substantial, visible improvements (in addition to buildings) such as billboards, Measured height ofother all buildings grade at aclient;. defined location. If no 4. _____ xGross land area (and areas if above specified by the wires and cables (including their function, identifiable) crossing signs, structures, swimming etc.; if readily definedparking location is provided, the pointpools, of measurement shall be shown; the surveyed premises, all poles on or within ten feet of the surveyed 5. _____ Contours and the datum the elevations; premises, theofdimensions of and all crossmembers or overhangs 9. _____ Parking areas and,and if striped, the striping the type (e.g.such handicapped, 8. Substantial, visible improvements (in addition to buildings) as billboards, affecting the surveyed premises; and motorcycle, regular, etc.) and number of parking spaces; signs, parking structures, swimming pools, etc.; 6. _____ xList setback, andinstallations floor spaceon area disclosed by applicable utilityheight, company therestrictions surveyed premises. zoning or building codes (beyond those required under paragraph 5d of these 10. Indication of access tostriped, a public on land such as curb and driveways, and 9. _____ standards). Parking areas and, ifso theway striping and the information type (e.g.cuts handicapped, If none, state. The source of such must disclosed. 12. _____ Governmental Agency survey-related requirements asas specified bybe the client; to and from waters adjoining the surveyed tract, such boat slips, launches, motorcycle, regular, etc.) and number of parking spaces; See “Note” above; piers and docks; 13. _____ Names of adjoining of platted 10. _____ of dimensions accessowners to a of public way onlands; land such as curb cuts and driveways, and 7. _____ Indication (a) Exterior all buildings at ground level to and from waters adjoining the surveyed tract, such as boat slips, launches, 14. _____ The distance to the nearest intersecting street as designated by the client; piers and docks; (b) Square footage of: 6 15. _____ Rectified orthophotography, photogrammetric mapping, laser scanning and other _____ (1) exterior footprint of all buildings at utilized ground as level; similar products, tools or technologies may be the basis for the location of certain features (excluding boundaries) where ground measurements are not _____ (2)necessary gross floortoarea of those all6buildings; otherwise locate featuresorto an appropriate and acceptable accuracy relative to a nearby boundary. The surveyor shall: (a) discuss the _____ (3) other areas to be defined(e.g. by the ramifications of such methodologies theclient. potential accuracy and completeness of the data gathered thereby) with the title company, lender and _____ client (c) Measured height of all buildings grade defined location. If no prior to the performance of theabove survey; and at (b)aplace a note on the face of defined location is provided, the point of measurement shall be shown; the survey explaining the source, date, relative accuracy and other relevant qualifications of any such data; 8. _____ Substantial, visible improvements (in addition to buildings) such as billboards, signs, parking structures, swimming 16. _____ Observable evidence of earth movingpools, work,etc.; building construction or building additions within recent 5419 County Road 427 , Suite C | months; Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 9. _____ Parking areas and, if striped, the striping and the type (e.g. handicapped, What is an ALTA Survey? 2. Table A D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A i. Customize survey for specific requirements ii. Typical Items ? 1. 4. 2. 5. 6. 3. Rate Maps or the state or local equivalent, by scaled map location and graphic _____ Monuments placed (or a reference monument or witness to the corner) at all D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com plotting onl.); major corners of the boundary of the property, unless already marked or referenced by an existing monument or witness to the corner; _____ Gross land area (and other areas if specified by the client;. What is an ALTA Survey? _____ Vicinity map showing the property surveyed in reference to nearby highway(s) or _____ Contours and the datum of the elevations; major street intersection(s); _____ List setback, height, and floor space area restrictions disclosed by applicable _____ Flood zone designation (with proper annotation based on federal Flood Insurance zoning or building codes (beyond those required under paragraph 5d of these Rate Maps or the state or local equivalent, by scaled map location and graphic standards). If none, so state. The source of such information must be disclosed. plotting onl.); See “Note” above; 2. Table A iii.Add-cost/Reasonable Items 5. _____ Contours and the datum of the elevations; 4. 7. _____ Gross land area (and other areas if specified by the client;. _____ (a) Exterior dimensions of all buildings at ground level (b) Square footage of: 6. D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A 11. 7. 8. 9. 10. 11. 8. 12. 9. 13. 14. 10. 15. 12. 13. 16. 14. _____ List setback, height, and floor space area restrictions disclosed by applicable _____ (1) exterior footprint of all buildings at ground level; zoning or building codes (beyond those required under paragraph 5d of these standards). If none, so state. The source of such information must be disclosed. _____ (2) gross floor area of all buildings; Location of above; utilities (representative examplesorof which are shown below) existing See “Note” on or serving the surveyed property as determined by: _____ (3) other areas to be defined by the client. _____ (a) Observed evidence; Exterior dimensions of all buildings at ground level _____ (b) (c) Observed Measured evidence height of all buildings above grade at a defined location. If no _____ Square footage of: together with evidence from plans obtained from utility defined location is provided, the point of measurement be shown; companies or provided by client, and markings by utilityshall companies and other appropriate (with reference as to theatsource information) _____ (1) sources exterior footprint of all buildings groundoflevel; _____ Substantial, visible improvements (in addition to buildings) such as billboards, x railroad tracks and sidings; signs, parking structures, swimming pools, etc.; (2) gross floor area of all valve buildings; oror other surface indications of x_____ manholes, catch basins, vaults subterranean uses; _____ Parking areas and, if striped, the striping and the type (e.g. handicapped, _____ wires (3) other to(including be definedtheir by the client.if readily identifiable) crossing xmotorcycle, andareas cables function, regular, etc.) and number of parking spaces; the surveyed premises, all poles on or within ten feet of the surveyed _____ (c) Measured height of all buildings aboveallgrade at a defined If no premises, and dimensions orlocation. overhangs _____ Indication of access to the a public way on of land crossmembers such as curb cuts and driveways, and defined affecting location isthe provided, thepremises; point of measurement shall be shown; surveyed and to and from waters (representative adjoining the surveyed tract, such as slips, launches, of utilities of which areboat shown below) existing xLocation utility company installationsexamples on the surveyed premises. piers and docks; or servingvisible the surveyed property determined by: _____ on Substantial, improvements (inasaddition to buildings) such as billboards, _____ Observed signs, parkingevidence; structures, swimming pools, etc.; _____ (a) Governmental Agency survey-related requirements as specified by the client; _____ Observed evidence together with evidence from plans from utility _____ (b) Parking areas and, ifowners striped, striping and the type (e.g.obtained handicapped, _____ Names of adjoining ofthe platted lands; 6 companies or provided by client, and markings by utility companies and other motorcycle, regular, etc.) and number of parking spaces; appropriate sources (with reference as to the source of information) _____ The distance to the nearest intersecting street as designated by the client; railroad tracks sidings; _____ xIndication of access to and a public way on land such as curb cuts and driveways, and x manholes, catch basins, valve vaults or other surface indications of other to and from waters adjoining the surveyed tract, such as boat scanning slips, launches, _____ Rectified orthophotography, photogrammetric mapping, laser and subterranean uses; piers and docks; similar products, tools or technologies may be utilized as the basis for the location x certainwires and cables (including their function, if readily identifiable) crossing of features (excluding boundaries) where ground measurements are not thenecessary surveyed to premises, all poles on ortowithin ten feet ofand the acceptable surveyed otherwise locate those features an appropriate the dimensions all crossmembers accuracypremises, relative toand a nearby boundary.of The surveyor shall:or (a)overhangs discuss the affecting the surveyed premises; and 6 (e.g. the potential accuracy and ramifications of such methodologies x utility company installations on the surveyed premises. completeness of the data gathered thereby) with the title company, lender and client prior to the performance of the survey; and (b) place a note on the face of _____ the Governmental Agencythe survey-related as specified by relevant the client; survey explaining source, date,requirements relative accuracy and other qualifications of any such data; _____ Names of adjoining owners of platted lands; _____ Observable evidence of earth moving work, building construction or building 5419 County 427to , Suite C months; | Auburn, Indiana 46706 Tel: (260) 925-2020 (260) 925-1212 _____ The Road distance the nearest intersecting street as |designated by the| Fax: client; additions within recent 3. 4. 2. 1. 3. 5. 4. 3. 6. 2. 5. 4. _____ major Flood street zone designation (with proper annotation based on federal Flood Insurance intersection(s); Rate Maps the(and state orproperty local equivalent, byinby scaled maptolocation and graphicor D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com _____ Gross land area other areas ifsurveyed specified the client;. Vicinity mapor showing reference highway(s) _____ Monuments placed (orthe a reference monument or witness to nearby the corner) at all _____ _____ _____ _____ _____ _____ _____ _____ plotting onl.);designation major intersection(s); Flood street zone (with proper basedalready on federal FloodorInsurance corners of the boundary of the annotation property, unless marked Contours the datumorofmonument the elevations; Rate Mapsand or the state local equivalent, by scaled location and graphic referenced by an existing or witness to themap corner; Gross zone land area (and other if specified by based the client;. Flood designation (withareas proper annotation on federal Flood Insurance plotting onl.); List setback, height, and floor space area restrictions disclosed by applicable Rate Maps or the state or local equivalent, by scaled map and graphicor Vicinity map showing the property surveyed in reference tolocation nearby highway(s) Contours and the(and datum of the elevations; zoning or building codes (beyond those required under paragraph 5d of these plotting onl.); Gross land area other areas if specified by the client;. major street intersection(s); standards). If none, so state. The source of such information must be disclosed. List setback, height, and floor space area restrictions disclosed by applicable See “Note” above; Gross land area other areas if specified by based the client;. Contours and the(and datum of the elevations; Flood zone designation (with proper annotation on federal Flood Insurance zoning or building codes (beyond those required under paragraph 5d of these Rate Maps or the state or local equivalent, by scaled map location and graphic standards). Ifdimensions none, so state. The source such information must be disclosed. (a) Exterior of all buildings atof ground leveldisclosed Contours and the datum of the elevations; List setback, height, and floor space area restrictions by applicable plotting onl.); See “Note” above; zoning or building codes (beyond those required under paragraph 5d of these (b) Square footage of: List setback, height, and floor space areaof restrictions disclosed by applicable standards). If none, so state. The source such information must be disclosed. Gross land area (and other areas if specified by the client;. (a) Exterior dimensions all buildings ground under level paragraph 5d of these zoning or building codes of(beyond thoseatrequired See “Note” above; _____ footprint of allsource buildings at ground level; must be disclosed. standards). Ifexterior none, so state. The of such information Contours(1) and the datum of the elevations; (b) Square footage of: See “Note” above; (a) Exterior dimensions of all buildings at ground level _____ (2) gross floor area of space all buildings; or List setback, height, and floor area restrictions disclosed by applicable _____ (1) exterior footprint of all buildings at ground (a) Exterior dimensions of all buildings at ground levellevel; (b) Square footage of: (beyond those required zoning or building codes under paragraph 5d of these _____ (3) other areas to be The defined by the client. standards). If none, so state. source of such information mustbelow) be disclosed. Location of utilities (representative examples of which are shown existing _____ (2) gross floor area ofofallallbuildings; or (b) orSquare footage of: _____ (1) exterior footprint at ground See “Note” above; on serving the surveyed propertybuildings as determined by: level; (c) Observed Measured evidence; height of all buildings above grade at a defined location. If no (a) _____ (3) other to beof defined by client. defined location isareas provided, point ofatthe measurement shall be shown; (1) exterior footprint of buildings at ground _____ (2) gross floor area allall buildings; or (a) Exterior dimensions of allthe buildings ground levellevel; (b) Observed evidence together with evidence from plans obtained from utility (c) Measured height of all at a defined location. If no Substantial, visible improvements (inabove addition tobybuildings) such as billboards, _____ (2) or gross floor ofdefined all and buildings; or (3) other areas to buildings be by thegrade client. (b) Square footage of: area companies provided by client, markings utility companies and other defined location is provided, the point of measurement shall be shown; signs, parking structures, pools, etc.; appropriate sources (with swimming referenceexamples as to the source information) Location of utilities (representative of whichofare shown below) existing (3) other areas to be defined by the client. (c) Measured height of all buildings above grade at by: a defined _____ (1) exterior footprint of all buildings at ground level; location. If no xon railroad tracks and sidings; or serving the surveyed property as determined Substantial, visible improvements (in addition to buildings) as billboards, Parking areas and, if striped, the striping and the type (e.g. handicapped, defined location is provided, the point ofvaults measurement shallsuch beindications shown; x(a) manholes, catch basins, valve or other surface of Observed evidence; signs, parking structures, swimming pools, etc.; motorcycle, regular, etc.) and number of parking spaces; (c) Measured height ofuses; all buildings above grade _____ (2) gross floor area of all buildings; or at a defined location. If no subterranean defined location is cables provided, the point of measurement shallsuch be shown; Substantial, visible improvements (intheir addition to buildings) as from billboards, xLocation wires and (including function, if plans readily identifiable) crossing (b) Observed evidence together with evidence from obtained utility Parking areas and, if striped, the striping and the type (e.g. handicapped, Indication of access to a public way on land such as curb cuts andbelow) driveways, and of utilities (representative examples of which are shown existing signs, parking structures, swimming pools, etc.; _____ (3) other areas to be defined by the client. the surveyed premises, all poles on or within ten feet of the surveyed companies or provided by client, and markings by utility companies and other motorcycle, regular, etc.) and number of parking spaces; to and from waters adjoining the surveyed tract, such slips, launches, on or serving the surveyed property asaddition determined by:as boat Substantial, visible improvements (in to buildings) such as billboards, premises, and thereference dimensions or overhangs appropriate sources (with as of to all thecrossmembers source of information) piers and docks; (a) Observed evidence; signs, parking structures, swimming pools, etc.; Parking areas and, ifof striped, the striping and the at type (e.g. handicapped, (c) Measured height all buildings above grade a defined location. If no affecting the surveyed premises; and xIndication railroad tracks sidings; ofregular, access to and a public way onofland suchspaces; as curb cuts and driveways, and motorcycle, etc.) and number parking defined location is provided, the point of measurement shall be shown; x(b) utility company installations on the tract, surveyed premises. manholes, basins, valve vaults other surface indications of to and from waters adjoining the surveyed such as boat slips, launches, Observed evidence together evidence from plans obtained from utility Parking areas and, catch if striped, thewith striping and or the type (e.g. handicapped, subterranean uses; piers and docks; companies or provided by client, and markings by utility companies and other motorcycle, etc.) and number ofland parking spaces; Indication ofregular, access to survey-related a public way such asas curb cuts and and Substantial, visible improvements (inon addition to buildings) such as billboards, Governmental Agency requirements specified by driveways, the client; xappropriate wires and cables (including their if readily identifiable) crossing sources (with reference as tofunction, the source ofas information) to and parking from waters adjoining the6surveyed tract, such boat slips, launches, signs, structures, swimming pools, etc.; the all poles on or within ten feet thedriveways, surveyed and xpiers railroad tracks and sidings; Indication ofsurveyed access topremises, a public way on land such as curb cutsofand and docks; Names of adjoiningand owners of platted lands; premises, the dimensions of all crossmembers or overhangs xto manholes, basins, valve vaults or surface indications of and from waters adjoining the tract, such boat slips, launches, Parking areas and, catch if striped, the surveyed striping and theother type as (e.g. handicapped, affecting the etc.) surveyed premises; and 6 subterranean uses; piers and docks; motorcycle, regular, and number of parking spaces; to the nearest intersecting street as designated by the client; xxThe distance utility installations on the surveyed premises. wires company and cables (including their function, if readily identifiable) crossing theofsurveyed all on or within ten feet ofand thedriveways, surveyed and Indication access topremises, a public way on land such as curb cutsscanning 6 poles Rectified orthophotography, photogrammetric mapping, laser and other Governmental Agency survey-related requirements asas specified by the client; premises, and the dimensions of alltract, crossmembers or slips, overhangs to and from waters adjoining the surveyed such boat launches, similar products, tools or technologies may be utilized as the basis for the location affecting surveyed premises; and 6 piers and docks; the of certain features (excluding where ground measurements are not Names of adjoining owners ofboundaries) plattedonlands; xotherwise utility company installations the surveyed premises. and acceptable necessary to locate those features to an appropriate What is an ALTA Survey? 6. 4. 5. 3. _____ _____ 7. 5. 6. _____ _____ 5. 7. 6. 7. 11. _____ _____ _____ _____ 2. Table A D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A 6. _____ 4. iv.Expensive Items 7. _____ 7. 8. 11. 8. 9. _____ _____ _____ _____ _____ 9. 10. 8. 12. _____ _____ _____ _____ _____ _____ _____ _____ _____ _____ _____ _____ _____ _____ 10. 13. 9. _____ _____ _____ 14. _____ 10. 15. 12. _____ _____ _____ 13. _____ 8. 9. 10. 11. 8. 9. 10. 14. 12. 15. 13. 14. 15. 16. accuracy relative to nearest a nearbyintersecting boundary. street The surveyor shall: (a) the The distance to the as designated by discuss the client; Governmental survey-related(e.g. requirements as accuracy specified by ramifications ofAgency such methodologies the potential andthe client; 6 thereby) with completeness of the data gathered the titlelaser company, lender _____ Rectified orthophotography, photogrammetric mapping, scanning andand other _____ client Names of adjoining owners of platted lands; and prior to the performance of the survey; (b) place a note on the of similar products, tools or technologies may be utilized as the basis for theface location the survey explaining the source, date, relative accuracy and other relevant certain features (excludingintersecting boundaries) where measurements are not _____ of The distance to street as ground designated by the client; qualifications of the anynearest such data;those features otherwise necessary to locate to an appropriate and acceptable accuracy relative to a nearbyphotogrammetric boundary. The surveyor shall: discussand the _____ Rectified orthophotography, mapping, laser(a) scanning _____ ramifications Observable evidence of earth moving(e.g. work, building construction or buildingother of such methodologies the potential accuracy and similar products, tools or technologies may be utilized as the basis for the location within months; 5419 Countyadditions Road 427 , Suite C| Auburn, Indiana 46706 | Tel: (260) | Fax:lender (260) 925-1212 completeness ofrecent the data gathered thereby) with the title925-2020 company, and of certain features (excluding boundaries) where ground measurements are not _____ _____ _____ (b) Observed evidence together with evidence from plans obtained from utility D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com companies or provided by client, and markings by utility companies and other appropriate sources (with reference as to the source of information) x railroad tracks and sidings; x manholes, catch basins, valve vaults or other surface indications of subterranean uses; x wires and cables (including their function, if readily identifiable) crossing the surveyed premises, all poles on or within ten feet of the surveyed premises, and the dimensions of all crossmembers or overhangs affecting the surveyed premises; and x utility company installations on the surveyed premises. What is an ALTA Survey? D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A 2. Table A - Common Issues 12. _____ Governmental Agency survey-related requirements as specified by the client; TABLE A 13. _____ Names of adjoining owners of platted lands; OPTIONAL SURVEY RESPONSIBILITIES AND SPECIFICATIONS 14. _____ The distance to the nearest intersecting street as designated by the client; NOTE: The items of Table A must be negotiated between the surveyor and client. It may be necessary the surveyor to qualify orphotogrammetric expand upon the description of these items, 15. _____ for Rectified orthophotography, mapping, laser scanning and other e.g., in reference to Item 6, there mayorbe a need for may an interpretation of abasis restriction. The similar products, tools technologies be utilized as the for the location surveyor cannot certification on theboundaries) basis of anwhere interpretation or opinion ofare another of make certaina features (excluding ground measurements not party. Items 16,otherwise 17 and 18 are only to forlocate use on projects fortothe Department of Housing necessary those features anU.S. appropriate and acceptable and Urban Development (HUD). to a nearby boundary. The surveyor shall: (a) discuss the accuracy relative ramifications of such methodologies (e.g. the potential accuracy and If checked, the completeness following optional are to bethereby) included in the the title ALTA/ACSM of theitems data gathered with company, LAND lender TITLE and SURVEY, except as otherwise client prior to thenegotiated: performance of the survey; and (b) place a note on the face of the survey explaining the source, date, relative accuracy and other relevant 1. _____ qualifications Monuments placed a reference monument or witness to the corner) at all of any(or such data; major corners of the boundary of the property, unless already marked or referenced by an existing monument witness to the corner; 16. _____ Observable evidence of earth movingor work, building construction or building additions within recent months; 2. _____ Vicinity map showing the property surveyed in reference to nearby highway(s) or major street intersection(s); 17. _____ Any changes in street right of way lines either completed or proposed, and available from the controlling jurisdiction. Observable evidence of recent street or 3. _____ sidewalk Flood zone designation proper annotation based on federal Flood Insurance construction or(with repairs; Rate Maps or the state or local equivalent, by scaled map location and graphic plotting onl.);evidence of site use as a solid waste dump, sump or sanitary landfill. 18. _____ Observable 4. 19. 5. 6. 7. _____ Gross land area (and other areas if specified by the client;. _____ Contours and the datum of the elevations; __________________________________________________________ _______________ _____ List setback, height, and floor space area restrictions disclosed by applicable zoning or building codes (beyond those required under paragraph 5d of these standards). If none, so state. The source of such information must be disclosed. See “Note” above; _____ (a) Exterior dimensions of all buildings at ground level (b) Square footage of: _____ (1) exterior footprint of all buildings at ground level; 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 _____ (2) gross floor area of all buildings; or D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Typical Issues or Problems D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A 1. Client’s Name & Billing Information per ALTA requirements 2. Title Commitment i. Referenced Documents - provided by Owner ii. Contact Person 3. Complete list of all parties 4. Form of Certification 5. Utility Location 6. Physical Site Issues 7. Timeline often too short 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Typical Issues or Problems D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A 4. Form of Certification “. . .ALTA and NSPS agree that a survey that does not use the required short-form ALTA/ACSM certification specified in the standards cannot even be called an ALTA/ACSM Land Title Survey. . .” Gary Kent quotation excerpt from ACSM Bulletin dated 07/06 [in handout] 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Typical Issues or Problems 6. Physical Site Issues D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A i. Accessibility (fences, security, safety training) ii. Obstructions (vehicles, storage, structures) iii. Foliage (aerial obstruction, limits visibility) iv. Snow Cover (severly limits ground visibility) 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212 D.A. Brown Engineering Consultants, Inc. |www.dabrownengineering.com Problems, Projects, and Promises Principals: (front left, clockwise) Duane Brown, Casey Erwin, Daniel Brown, David Brown, and Brian Brown. Problems Solved. Projects Delivered. Promises Kept. Six simple words that illustrate our commitment to our clients. We believe this vision is the separation between average professional services firms and excellent ones. We utilize our expertise to solve your Problems, our experience to deliver your Projects, and put our integrity on the line to keep our Promises. D.A. Brown Engineering Consultants Engineering - Land Planning - Surveying ,OGO?A Clients, not Customers Surveying: With licensed professional engineers and surveyors in Indiana, Michigan, and Ohio we believe our company is uniquely positioned to assist our clients in real estate transactions, developments, and other areas requiring Civil Engineering and Surveying expertise. We specialize in development activities and ALTA/ACSM surveys (particularly very difficult, short time-line surveys) and have an extensive base of loyal clients that depend on us to help them meet their deadlines with professionally completed surveys and site designs. »» Topographic Surveys »» Construction Staking »» Control Networks »» Boundary Retracement Surveys »» ALTA/ACSM Land Title Surveys »» Right of Way Surveys & Mapping »» Hazardous Site Surveys »» As-Built Surveys »» Infrastructure Surveys »» Digital Terrain Models (DTM) DABEC strives to develop each and every customer into a loyal client. We accomplish this by protecting our clients’ interests at every turn. Far from a one dimensional engineering business, DABEC strives to provide a broad spectrum of professional services in a variety of fields. Use our extensive experience to complete your challenging project from start to finish. Engineering: »» Transportation Design (Roads & Trails) »» Utility Design (Sanitary Sewer & Water Supply) »» Storm Sewers (Pipes, Detention & Flood Modeling) »» Grading Plans (Dirt Calculations, Site Balance) »» Securing Approvals (Local, State & Federal) »» Hydraulic Modeling/Flood Plain Modeling »» Platting Process for Developments »» Bid Tabulation »» Permits, Applications & Approvals »» Public Bidding Services »» Utility Extension Design »» Lift Station Design »» Land Planning 5419 County Road 427, Suite C | Auburn, Indiana 46706 | Tel: (260) 925-2020 | Fax: (260) 925-1212
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