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hack
 hack
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We have a request for a pretty typical ALTA. I've been supplied the commitment and the Table A. They have also requested some additional notes. I thought this had gone the way of the dinosaur but I guess not. Most of the notes seem to just annotate the Table A requirements which is what I generally do anyways. A few make me queasy. What do you all think?

ADDITIONAL NOTES TO BE INCLUDED ON SURVEY:

  1. The survey and the information, courses and distances shown thereon are accurate. I don't like this. Notes 2 & 9 should suffice.
  2. The record description of the subject property forms a mathematically closed figure. [IF NOT, SO STATE.] No problem.
  3. The survey accurately shows the location of all buildings, visible structures and other visible improvements situated on the Premises. I don't like accurately but not not a game breaker.
  4. The number of striped parking spaces located on the Premises is ____________, and, to the extent possible, are graphically shown hereon. No problem
  5. All set back, side yard and rear yard lines shown on the recorded plat or set forth in the applicable zoning ordinance are shown on the survey. No problem
  6. Except as shown, there are no apparent encroachments onto adjoining premises, streets, alleys or easement areas by any buildings, structures or other improvements, and no encroachments onto the Premises by buildings, structures or other improvements situated on adjoining premises. Include a table of significant observations. No problem
  7. All utilities serving the Premises enter through adjoining public streets and/or easements of record and are shown on the survey. Big problem
  8. Except as shown, there are no visible or apparent easements or rights of way across the Premises.No way. No.9 will have to suffice.
  9. The property described hereon is the same as the property described in [___________ Title Insurance Company] Commitment No. _______ with an effective date of ___________ __, 202__ and that all easements, covenants and restrictions referenced in said title insurance commitment, or easements which the undersigned has been advised or has knowledge, have been listed and plotted hereon or otherwise noted as to their effect on the subject property. No problem
  10. The survey shows the location of all visible storm drainage appurtenances for the collection and disposal of all roof and surface drainage.No problem "visible"
  11. Any discharge into streams, rivers or other conveyance system is shown on the survey. No way in hell
  12. The Premises has direct physical access to ________________, a dedicated public street or highway. OR indirect access to ___________________, a dedicated public street or highway, by way of the [Access Agreement] recorded in ___________________. No problem

?ÿ

  1. Professional Liability Insurance Policy is obtained by the Surveyor in the minimum amount of $2,000,000 in the aggregate or more. The certificate of insurance to be furnished to the client.No problem
  2. Except as shown, there is no visible evidence of construction, building additions or earth moving work. [IF NOT, SO STATE.]No problem
  3. There is no visible evidence of use of premises as a solid waste dump, sump or sanitary landfill. [IF NOT, SO STATE.]No problem
  4. There is no evidence of wetlands observed. [IF NOT, SO STATE.] Not a problem with language change.
  5. There is no visible evidence of cemeteries or burial grounds found. [IF NOT, SO STATE.]No problem
  6. The surveyor has no knowledge of any proposed street widening.?ÿ [IF NOT, SO STATE.]No problem

?ÿ

  1. The street address of the subject property is ______________________.No problem

?ÿ

  1. The parcels are contiguous without any gaps or gores (if applicable).No problem

?ÿ

Thanks Hack

?ÿ


 
Posted : August 22, 2022 11:03 am
Norman_Oklahoma
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Sigh.....Attorneys have got to eat, too, I guess.?ÿ Most of that is just a rewording of the ALTA standards, as you say. But knowing that I am going to be dealing with an attorney who feels the need to reword the ALTA standards would be enough to give me pause.?ÿ?ÿ

I think attorney's item 8 is part of the ALTA standard. Item 7 could be made doable by appending the phrase "observed or marked by one-call" to "All utilities".?ÿ Still, you know that you are dealing with an attorney with a very high opinion of him/herself.?ÿ ?ÿ?ÿ


 
Posted : August 22, 2022 11:47 am
kevin-hines
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Provide your standard deliverable for an ALTA for the fee you quoted, and see if the attorney comments.

Any reiterations of the Minimal Standard Detail should be compensated accordingly.?ÿ For these additional notes/certifications, I'd say OK, but the fee just increased by 33% of the original quote.


 
Posted : August 22, 2022 11:57 am
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Can you make the claim/argument that if you certify to those extra items that this is no longer technically an ALTA/NSPS Land Title Survey, and also then and therefore no longer protected as such by your professional liability insurance policy, or at least make the claim that you are not sure about these questions?


 
Posted : August 22, 2022 12:00 pm
kevin-hines
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This article was distributed by a TN surveyor, through the Tennessee Association of Professional Surveyors, after he was asked to add notes & certifications on an ALTA he was commissioned to complete.?ÿ This may help you make a decision.


 
Posted : August 22, 2022 12:13 pm

thebionicman
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Item 7 of the Standard Detail Requirements prohibits additional certifications. If I need clarifying notes I'll add them. Being told they are required is a demand for certification. Not gonna happen.


 
Posted : August 22, 2022 12:49 pm
rover83
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Posted by: @thebionicman

Item 7 of the Standard Detail Requirements prohibits additional certifications. If I need clarifying notes I'll add them. Being told they are required is a demand for certification. Not gonna happen.

That's exactly what we do, send them the standards with that section highlighted and an email body to the effect of "if you don't like it, feel free to go find another surveyor".


 
Posted : August 22, 2022 12:57 pm
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OK #16 Have you been trained in identifying wetlands? If not you open yourself up to liability and you have no defense when someone else claims there are wetlands. How can you say there is no evidence when you haven't been trained to evaluate the evidence??ÿ . That is a ludicrous request of a surveyor. I would view his other requests in the same vein.

I would be willing to say there is no evidence of wetlands having been marked on the property at the time of the survey

Take whatever liability you want considering the compensation being provided for it. I would be tempted to tell them to pound sand.

The same with #7. I find it insulting that someone wants to make me responsible for something which I can not know. He's an attorney, he knows you can't know what utilities might exist underground, yet he tries to put you on the hook none the less. That gives me enough reason to reject all of his requests.


 
Posted : August 22, 2022 1:10 pm
Norman_Oklahoma
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Posted by: @thebionicman

Item 7 of the Standard Detail Requirements prohibits additional certifications.

Item 7 precludes putting additional certifications on the plat.?ÿ Table A Item 20 is, literally, a blank slate for additional certifications separate from the plat.?ÿ

An approach I have used is to state that I would have to have my attorney review the additional certification before agreeing to sign it, and for that I will need a contract, and costs covered, plus. The lender's attorney knows full well that my attorney will refuse to allow me to sign any such P.O.S., for good reason.?ÿ At that point either the certification or the job itself goes away.?ÿ

There may be some circumstances where an additional certification is legitimate, but mostly these are attempts by an attorney make themselves look valuable by unfairly victimizing the surveyor.?ÿ ?ÿ


 
Posted : August 22, 2022 2:25 pm
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1 doesn't make much sense.?ÿ Can you just tell them "You have my word"? ???

7 is pretty bogus too, unless they want to pay for a backhoe to come out there and trench the entire boundary.

8... yeah, no.

11... is this just some confusing way of asking for contours?

16 would be probably alright if they coughed up the money for an expert to come out and flag it up.


 
Posted : August 22, 2022 6:07 pm

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Tell the Attorney you have a bunch of notes you need them to add to their report.


 
Posted : August 22, 2022 8:46 pm
hack
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@brad-ott?ÿ

That's generally what I do. I don't think technically this is a certification. They are added as notes.


 
Posted : August 23, 2022 5:10 am
hack
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Posted by: @kevin-hines

This article was distributed by a TN surveyor, through the Tennessee Association of Professional Surveyors, after he was asked to add notes & certifications on an ALTA he was commissioned to complete.?ÿ This may help you make a decision.

Thanks. I'll read it.


 
Posted : August 23, 2022 5:12 am
hack
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Posted by: @dave-karoly

Tell the Attorney you have a bunch of notes you need them to add to their report.

Hahaha...love it


 
Posted : August 23, 2022 5:13 am
hack
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Thanks all


 
Posted : August 23, 2022 5:14 am

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We regularly check for the "possibility" of wetlands, via field inspection and current online mapping.?ÿ That's something they really need to know. If necessary, then bring in someone with more expertise to flag.?ÿ So, wetland flagging and locating flagged wetlands is usually mentioned as an additional expense if it turns out to be necessary.

Encroachments; no way to know if something over the line is one or not unless there's a court decision.?ÿ I had thought that wording was wiped from the ALTA/NSPS certification.


 
Posted : August 23, 2022 7:13 am
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I wouldn't spend 1 minute thinking about that.?ÿ It's a simple NO.?ÿ ?ÿThe ALTA standards are there and complete.?ÿ ?ÿ


 
Posted : August 23, 2022 8:30 am
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@andy-j?ÿ

Totally agree.

It's also often that those asking wait till the survey is almost complete to send this along, and act like it's nothing out of?ÿ the ordinary.


 
Posted : August 23, 2022 10:20 am
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Posted by: @jph

@andy-j?ÿ

Totally agree.

It's also often that those asking wait till the survey is almost complete to send this along, and act like it's nothing out of?ÿ the ordinary.

That is because it is SOP for them.....


 
Posted : August 23, 2022 11:07 am