CDMP/FLUM + zoning district confirmation

Overlay / special area review

Allowed uses + baseline density/height/FAR framework

Parking overview + immediate red flags

1–2 page summary + call to discuss

Highest-and-best-use strategy (by-right and realistic upside paths)

Yield range (units/SF) with assumptions

Key constraints impacting yield (setbacks, parking, access, utilities, concurrency)

Entitlement pathway options + risk level (by-right vs waivers/variances/rezoning)

Written memo + “next steps” roadmap

Assemble/coordinate architect + required consultants

Define scopes, timeline, deliverables, and submission strategy

Concept test-fit direction + parking approach (with architect)

Pre-application / agency meeting prep package (as applicable)

Due-diligence checklist aligned to approvals path

Manage the process through site plan approval with your design team

Coordinate submittals and review cycles

Organize responses to comments and track approvals

Maintain a decision log (scope, yield, cost-impacting changes)

Deliver “approval-ready” package and next-step handoff to permitting/GC pricing

Constraints & Opportunities exhibit (1–2 page graphic)

Investor/OM zoning language + underwriting support

Parcel screening for acquisitions (multiple sites)