Deferred Plan Review and Other Plan Review Only Record Types

Deferred Plan Review – the option of deferring portions of a building design (structural elements) and allowing it to be submitted later.  Must be declared up front at intake on the parent as to what portions are being deferred.  Not until all the deferred plan portions are submitted and approved, can the parent permit be issued and work commenced.  Does not apply to deferred standalone permits such as the trades Electrical, Mechanical, Plumbing, or Fire.  Examples of deferred plan review include engineered trusses, engineered stairwell, elevator shaft, etc.

You create the parent record as a standard Structural record type to include the total project valuation – the declared deferrals are recorded in the Comments (Internal) on this record as informational.  As the deferred plans start to come in, you create a new record, Commercial or Residential, as the Deferred Submittal record type.  It’s important to note the parent Structural record ID before creating the Deferred Submittal child record as this is required to generate the new record.  At intake, you record the value of the deferred portion only (not the total project value) and the “Master Application #” which is the parent record ID.  The Deferred Submittal workflow only includes plan review tasks – it is not a permit, it provides a clean way to track the plan review of the deferred submittal separate from the initial plan submittal reviewed on the parent record.  The Deferred Submittal plan review record automates the Deferred Submittal fee only – this fee is in addition to standard plan review fees that are collected on the parent record, and is a premium collected for the added plan review effort and coordination required when plans are submitted in portions/not as a complete full plan set, therefore the customer is not ‘paying standard plan review fees twice on the same valuation’ which is a common misconception.  No permit or standard plan review fees, or inspections occur on the Deferred Submittal record type.

Other plan review only record types include:
Phased Plan Review – the process of allowing structural construction to begin on a portion or portions of a building before the construction documents for the whole building have been submitted.  Phased plan review must be declared at intake for the total project – each phase submitted is subsequently reviewed and upon approval, an authorization to begin work on only that reviewed portion is provided.   The key difference from Deferred Plan Review is that work cannot begin with Deferred up and until all the deferred plan portions are submitted and approved – whereas with Phased, authorized work can commence on each reviewed portion (phase) as plans are approved.
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Revision – is invoked when there is a request for a material change in the submitted plans for a project – either by the Applicant or the Agency – and occurs most commonly at application during plan review, or less commonly post-issuance at issuance/inspection.  A revision requires additional plan review and approval before commencing with any work included on the revised plan and often times before allowing any continued work on the original plan.