Deferred Plan Review – When and How to Use It

Deferred plan review is when a project submittal is incomplete at intake and one of the portions of the overall structural building design is allowed to be submitted separately.  This does not apply to deferred permits in the Model such as Electrical, Mechanical, Plumbing, or Fire – deferral is only currently available on structural.  A common type of deferral is engineered trusses – since these are being designed and drawn up by a separate party, the truss pages are not included in the initial plan submittal.  The customer is deferring the plan review on these missing pages; however the plans examiner can begin review on the initial submittal knowing that a portion has been deferred.  The Deferred plan review fee is a premium; it is in addition to standard plan review fees and covers the added cost of the agency having to go back and review the plan submittal as a whole once the deferral is submitted, this takes time.  Once the deferral is submitted, a brand NEW record is started from the Launchpad or Record List – take note of the parent submittal record number, as you will need this number to intake the deferral.  Select Commercial or Residential, then Deferred Submittal from the record picker and the intake will pop up.  

There is a specific note included about the Job Value at intake, to enter only the value of the deferred portion of the project.  Important to note that the valuation of the deferral should not be omitted from the parent record valuation for the purpose of permit and standard plan review fee calculation, the parent record should be the total project valuation including the value of the deferral.  The deferred record will not assess a permit fee as it is not a permit record; it is a plan-review-only record type and simply allows you to track the plan review effort on the deferred portion of the submittal so will only assess the deferred plan review (premium) fee.  The intake will also ask for the “Master Application #” which is the parent permit record number you jotted down.  At Submit, you will have created a deferred child record to record the plan review activity on the deferred plans portion – follow this record through workflow to completion.  Unlike phased plan review, no work can begin on the project up and until the deferral is reviewed and approved.  If you have any questions or issues creating or managing structural deferrals, please contact our helpdesk at 503-373-7396 or submit a helpdesk ticket to epermitshelp.BCD@oregon.gov.