Workshop Program: Understanding California Section 8762 Record-Of-Survey Triggers

Introduction

Morning Session

This is a three and a half (3.5) hour workshop that explores the meaning and consequences of the statements in Section 8762 of the California Business and Professions Code. This section of the code contains the triggers that require a licensed land surveyor to file a record-of-survey map after a field survey. In this workshop Landon outlines the history of this section, explores its intent, defines the 5 types of triggers contained in the section, and offers tips on how to stay in compliance with the requirements of the section.

Afternoon Session

This workshop is typically taught along with the workshop entitled “Ethics and Standard of Practice” in the afternoon session.

 

What You Will Learn

  1. What was the intent of Section 8762?

  2. How has Section 8762 been historically intepreted by the Attorney General and the Board of Land Surveyors?

  3. What is a field survey as used in the section?

  4. What is a record-of-survey as used in the section?

  5. What are the 5 specific tiggers for filing a record-of-survey map spelled out in the section?

  6. What are common misunderstandings of the section?

  7. Where is professional judgment involved in determining if a trigger has been met?

     

Teacher Bio

Landon has practiced as a licensed land surveyor in Central California and Western Nevada for 15 years. He is a Certified Federal Surveyor and an active member of the California Land Surveyor's Association and the American Council of Engineering Companies (California Branch).

Landon specializes in performing boundary surveys and right-of-way surveys for large public works projects. He prepares and files mutiple record-of-survey maps every year in Central California. Landon has researched the history and interpretation of Section 8762 in California.

Landon Blake Business Portrait

Workshop Outline

  1. Why does this matter?
  2. What does it really say?
  3. The Pre-Condition and The Required Action
  4. Understanding The 5 Triggers
  5. Tips For Compliance
  6. Tricky Stuff

Workshop Questions

The workshop will answer these questions:

  1. What is a field survey as defined by Section 8762?
  2. What is a material discrepancy as defined by Section 8762?
  3. What is a physical change as defined by Section 8762?
  4. What is a material difference as defined by Section 8762?
  5. What is an alternate position in points or lines as defined by Section 8762?
  6. What is establishment of points or lines as defined by Section 8762?
  7. Can you hit an 8762 trigger during the preparation of a tenative map?
  8. Can you hit an 8762 trigger when performing a land title survey?
  9. Can you hit an 8762 trigger when preparing a site plan?

Resources

We've put together a web page with resources related to Section 8752 of the California Business and Professions Code. This includes past attorney general opionions, letters from the land surveyor licensing board, copies of previous versions of the law, and articles on the section. If you have other resources to add to this page, please reach out to Landon Blake by e-mail.

Workshop Handouts

You can download all of the handouts for the workshop here.

  • Audience outline.
  • Presentation slide images.
  • Questions for deeper thinking.

Professional Development Hours

You should be able to count 3.5 hours of professional development for this workshop. (Please check with your licensing board or certifying authority on the eligibility of this workshop for your specific continuing education requirements.)

Date, Time and Location

This workshop isn't currently scheduled.

Take This Training As An Online Course

This training is offered as an online course for individuals and groups. Certification of course completion is available. If you would like to take this training as an online course, or would like us to offer an online course to your team, please reach out to Landon Blake by e-mail.

Customize This Training For Your Organization

Redefined Horizons can customize this training to meet the specific needs of your organization. We can add or remove topics, craft examples from your practice, and design systems to measure team member learning. If you are interested in customizing this training for your organization, please reach out to Landon Blake by e-mail.

Host This Workshop

Would you like to host this workshop at your organization or in your community? Redefined Horizons teaches workshops across the Western United States. If you are interested in hosting this talk, please contact Landon Blake by e-mail.

We can offer the course at a discount for members of your organization or support a local scholarship of your choice if you host the workshop.

Related Workshops

Landon teaches several other workshops on business for land surveyors and civil engineers. These workshops include:

 

Learn about these and other workshops on the Redefined Horizons Talks and Workshops web page.