VC-SOP-0512 - Client Site Survey & Remediation Conduct

1. Purpose

To define the conduct standards for scheduled client and partner site surveys and on-site remediation visits — ensuring consistent professional bearing, complete and comparable metric capture against the Botanical Metrics baseline, advisories that stay within authorized limits, and a disciplined escalation path when a hazard exceeds survey scope.

2. Scope

Applies to all scheduled client/partner surveys and advisory remediation visits and to the surveyors who perform them. Metric definitions and thresholds come from the Botanical Metrics baseline. Any confirmed recoverable hazard escalates to VC-SOP-0501; specimen receipt on return is governed by VC-SOP-0205. Excludes emergency call-outs, which dispatch directly under recovery or breach procedures.

3. Definitions

4. Responsibilities

5. Equipment & Pre-Checks

• Survey ticket with confirmed scope and advisory limits issued by Dispatch Lead
• Calibrated portable PhytoSense kit (sap-flow, turgor, VOC, fluorescence) — calibration ≤ 7 days
• Spectral Canopy handheld for multispectral foliage capture
• Metrics baseline reference loaded and synced to Botanical Metrics
• Survey PPE (minimum Level-D); standby Level-C in vehicle for unexpected hazard
• Client-site access authorization and identification

6. Survey Checklist & Conduct Standards

7. Procedure

7.1 Pre-Visit & Scope Confirmation

1. The Survey Lead reviews the ticket, confirms the authorized scope and advisory limits, and verifies kit calibration.
2. CHLORA loads the metrics baseline for the site's specimen profile and opens the survey record.
3. Client access and identification are confirmed before departure.

7.2 Arrival & Site Brief

1. Identify to the client, confirm scope and authorized areas, and establish egress and hazard awareness.
2. Conduct a perimeter walk to confirm no obvious GCL-3+ hazard before close observation.
3. Log arrival and the client's scope acknowledgement.

7.3 Observation & Metric Capture

1. Perform a systematic, contact-free walk-through; photograph conditions in situ.
2. Take standardized readings at marked stations and stream them to Botanical Metrics; CHLORA flags any out-of-baseline value.
3. Capture canopy multispectral imagery for any flagged or anomalous foliage.

7.4 Advisory & Bounded Remediation

1. Deliver plain, bounded advisories within the authorized limit; the Client Liaison ensures nothing is promised beyond scope.
2. Perform only minor, in-scope remediation that requires no hazardous handling; record what was done.
3. Document every advisory and the client's acknowledgement in the survey record.

7.5 Escalation on Hazard

1. On a confirmed GCL-3+ specimen, stop the survey immediately, withdraw to a safe standoff, and secure the area without handling.
2. Notify the Dispatch Lead; the visit converts to a recovery dispatch under VC-SOP-0501, which then governs all subsequent handling and the FSR.
3. The survey record is closed and cross-referenced to the resulting recovery dispatch.

7.6 Quality Checkpoints

• Scope and advisory limits confirmed before any client contact
• All readings streamed to the metrics baseline with no gaps
• No contact handling of any specimen during the survey
• Every advisory bounded and recorded with client acknowledgement
• Any GCL-3+ hazard escalated to recovery without self-initiated handling
• Survey record signed and cross-referenced where escalated

8. Records

• Survey record — scope, conduct log, advisories, signatures (retained 5 years)
• Metric captures streamed to Botanical Metrics
• Canopy/spectral imagery for flagged conditions
• Escalation notice and cross-reference to VC-SOP-0501 where triggered
• Client scope acknowledgement

9. References

• VC-SOP-0501 — Off-Site Specimen Recovery & FSR Authorship
• VC-SOP-0205 — Specimen Intake & Quarantine
• VC-SOP-0301 — PPE Selection Matrix
• Botanical Metrics · Monitoring Systems

10. Revision History