Free resource

Commercial Property Zoning Intake Checklist

A zoning intake checklist is a list of the documents and facts a zoning reviewer needs before research begins. Use it to see what to gather before ordering zoning due diligence. No sign-up needed—print it or save it as a PDF.

Property identifiers

  • Street address
  • Parcel ID / tax map number
  • County and municipality
  • Approximate acreage

Use

  • Existing use(s) and tenants
  • Intended or proposed use
  • Planned changes to buildings or site

Survey and site information

  • Is a current ALTA or boundary survey available?
  • Site plan or concept plan, if any
  • Parking count and layout, if known

Tenant information

  • Current tenant list and uses
  • Approximate square footage by tenant

Prior approvals

  • Known rezonings, variances, or conditional use approvals
  • Approved site plans or conditions
  • Open code enforcement matters, if known

Recipient requirements

  • Who will rely on the findings (lender, investor, internal team)?
  • Lender zoning checklist or vendor requirements, if any
  • Is an official municipal zoning letter required?

Timing

  • Desired delivery date
  • Closing or due-diligence deadline

Missing items are fine—they become open questions in the scope. Please do not send borrower financial information. civicsparq.com · jim@civicsparq.com