| Establish apn | County Assessor | Identifies the parcel in every agency record. One wrong digit routes a submittal to someone else's property. |
| Establish legal description | Recorded map / title report | The recorded description governs, not the assessor's. The two disagree more often than people expect. |
| Establish net lot area | Survey or official record | Only where officially established |
| Establish boundary / topographic survey | Surveyor | Nothing can be dimensioned to a property line without one. Setback compliance is unprovable until it exists. |
| Establish preliminary title report | Title company | Easements and restrictions appear here and nowhere else, and they can prohibit what the zoning allows. |
| Establish previous permits and entitlements | Building department records | Unpermitted work has to be resolved before new permits issue, and plan check is where it surfaces. |
| Establish general plan land-use designation | Planning Department | Zoning must be consistent with it. Where they conflict the General Plan controls and the fix is a rezone, not a variance. |
| Establish allowed density under the general plan | Adopted General Plan | Caps units independently of the zone. An ADU is usually exempt from it; the primary dwelling is not. |
| Establish specific plan designation | Planning Department | Where one applies it replaces the base-zone standards rather than adding to them. |
| Establish combining or overlay districts | Zoning map | Overlays add requirements on top of the base zone and are easy to miss on a zoning map. |
| Establish proposed-use status | Zoning code | By right, ministerial, administrative, conditional, discretionary or prohibited |
| Establish maximum density | Zoning code | Governs the primary dwellings. Read it before assuming an ADU is the only way to add a unit. |
| Establish maximum unit count | Zoning code | Research found: On a premises with an existing or proposed single dwelling unit, §141.0302(b)(1) allows one ADU that is within the dwelling or an existing accessory structure, or one attached or detached ADU. Under §141.0302(c)(1), one JADU is also permitted. The code does not state a combined total in a single sentence. Multi-dwelling premises have separate limits under §141.0302(b)(2)-(3). Premises that used the Multi-Dwelling Unit and Urban Lot Split regulations are excluded by §141.0302(a)(3). [San Diego MC §141.0302(b)(1)(B) and §141.0302(c)(1)] — confirm with the jurisdiction before relying on this. |
| Establish parking requirements | Zoning code | Exemptions are the rule rather than the exception, but each carries conditions that must be met on this parcel. |
| Establish adu / jadu standards | Local ADU ordinance | Research found: An attached or detached ADU may not exceed 1,200 sq ft of gross floor area, and the minimum is 150 sq ft. There is no maximum for ADUs inside an existing or proposed single dwelling or an existing accessory structure. A separate provision, (b)(4), allows one attached or detached ADU of 800 sq ft or less with relaxed base-zone standards. This 1,200 sq ft cap is not tied to detached units only. It applies to attached and detached ADUs alike.
A JADU must be at least 150 sq ft and no more than 500 sq ft within an existing or proposed single dwelling unit. Owner occupancy is required. The record owner must live in the single dwelling unit or the JADU (§141.0302(c)(1)(E)), and a recorded agreement with the City must say so (§141.0302(c)(1)(F)(iii)). Government agencies, land trusts and qualified housing organizations are exempt (§141.0302(c)(1)(G)).
No owner-occupancy requirement applies to a standard ADU. The record owner need not live on the premises. The JADU rule is different. [San Diego MC §141.0302(b)(7)(B); San Diego MC §141.0302(c)(4)(B) (size); §141.0302(c)(1)(E)-(G) (owner occupancy); San Diego MC §141.0302(b)(11)] — confirm with the jurisdiction before relying on this. |
| Establish local adu ordinance and its objective standards | Planning Department | The local ordinance may add objective standards within the statutory limits |
| Establish number of adus permitted on this lot | Planning Department | The combined total of ADUs and JADUs is usually stated across several subsections and is easy to over-read. |
| Establish front setback | Zoning code | Usually the base-zone figure, with an exception for a small ADU. Which applies decides where the unit can sit. |
| Establish interior side setback | Zoning code | Where the ADU rule and the base zone disagree the more generous one usually governs, but not always. |
| Establish rear setback | Zoning code | Often the lightest constraint on the lot, which is why units end up there. Confirm it rather than assume four feet. |
| Establish building height | Zoning code | The base-zone limit still caps the structure even where the ADU rule is more generous. |
| Establish height measurement method and datum | Zoning code | Height means nothing without its datum. Average grade, existing grade and finished floor give three different answers on a slope. |
| Establish lot coverage | Zoning code | A small ADU may be exempt. Where it is not, coverage is often what actually limits the footprint. |
| Establish coastal zone | Coastal Commission / local coastal program | A coastal development permit is a separate approval on its own timeline, and appeal jurisdiction can add months. |
| Establish fema special flood hazard area | FEMA / local flood map | Drives finished-floor elevation and can require an elevation certificate before the permit issues. |
| Establish alquist-priolo / seismic hazard zone | CGS hazard maps | A zone designation triggers a fault investigation before habitable construction, which is a long-lead item. |
| Establish fire authority having jurisdiction | Fire department / district | City, county and district requirements differ. Establish who reviews before designing access or water supply. |
| Establish fire hazard severity zone | OSFM / local fire authority | Severity zone drives Chapter 7A construction, defensible space and access, each of which changes cost materially. |
| Establish wildland-urban interface status | Fire authority | WUI status brings ignition-resistant assemblies at roof, eaves, vents and glazing. That is a specification decision, not a detail. |
| Establish automatic fire sprinkler requirement | Fire authority | An ADU generally need not be sprinklered where the primary dwelling is not, but the water supply still has to be confirmed. |
| Establish fire apparatus access and driveway standards | Fire authority | Access width, grade and turnaround are checked against the as-built driveway, not the drawn one. |
| Establish hydrant and fire-flow requirements | Fire authority / water purveyor | Never state fire flow without official confirmation |
| Establish grading permit thresholds | Grading ordinance | Crossing a cut or fill threshold turns a building permit into a graded project with its own review. |
| Establish natural-slope restrictions | Grading / hillside ordinance | Hillside rules can remove the flat part of the lot from consideration entirely. |
| Establish geotechnical or geological report requirement | Building / engineering | Where one is required it governs foundation design, so it is a long-lead item rather than a submittal attachment. |
| Establish drainage and hydrology requirements | Public Works | Added impervious area has to go somewhere. On a tight lot this decides where the unit can sit. |
| Establish stormwater quality / lid requirements | Public Works | Crossing the impervious-area threshold brings treatment measures that need space on the plan. |
| Establish public or private street status | Public Works | A private street changes who maintains access, who approves work in it, and whether a dedication is wanted. |
| Establish right-of-way, dedication and improvement requirements | Public Works | Dedication and frontage improvements are conditioned at permit and are routinely the unbudgeted item. |
| Establish domestic water purveyor | Water agency | The purveyor sets meter sizing and capacity charges, frequently the largest single fee on the job. |
| Establish sanitary sewer or septic authority | Sewer district / environmental health | Septic changes the project. Environmental Health must confirm the system serves both units to current standards. |
| Establish ceqa applicability | Planning Department | Most ADUs are ministerial and therefore exempt. Anything discretionary is not, and that is a different timeline. |
| Establish biological resources or protected habitat | Planning / biologist | Protected habitat can require survey windows that only open at certain times of year. |
| Establish recorded cc&rs | Title report / County Recorder | Private covenants bind independently of zoning. State law limits unreasonable ADU restrictions but does not void every one. |
| Establish hoa or architectural review committee | Title report | Architectural review runs in parallel with the permitting agency and answers to nobody there. Start it early. |
| Establish easements affecting development | Title report | Nothing may be built over an easement without the holder's consent, and holders are often slow to give it. |
| Establish required entitlement path | Planning Department | Ministerial and discretionary are different products: one is a counter transaction, the other is hearings. |
| Establish discretionary approvals required | Planning Department | Any discretionary approval brings notice, hearings and appeal periods, turning a schedule of weeks into months. |
| Establish building permit review sequence | Building department | Review order decides which corrections arrive when, and whether fire and engineering run in parallel. |