How to create a pre-consultation request

After pre-consultation, the applicant should clearly understand the planning approval process and approval steps in Cloudpermit. Applicants now know the documentation required to submit an application, the approval process and the anticipated timeline, the potential obstacles that may arise, the public participation process (Public Notice, if any), the application fees, related review fees, and building permit fees.

This tutorial explains how to create a pre-consultation request in Cloudpermit.

  1. Click Create a New Application in your Dashboard.
  2. Click the Create a New Project tab.
  3. Type a name for your request. 
  4. Click Next.
  5. Select province/state and municipality from the drop-down menus in the Location for the application view to which you wish to create your pre-consultation request.
  6. Use the interactive map to point your property on the map, or type the property address/PIN/PID into the search field.
  7. Cloudpermit displays the matching property data on the right of the map. It includes the property address, s details, and the rezoning label under Other Information.
  8. Click Next.
  9. Select Planning approval.
  10. Select category. The category includes application types, like Consent, Minor Variance, and Site Plan Approval shown in the example image below. It also displays their scopes and proposed use are municipality-based. Each category type has a different scope and proposed use. After selecting the category, you will see each category type's scope and proposed use. There is a Good to know section under the category, scope, and proposed use for your application section, which provides you with more information about each selected category type.
  11. Usually, the pre-consultation phase is mandatory in the planning processes. However, there can be category types that do not require pre-consultation, but applicants are provided with the ability to request it.
  12. A note says that the selected application type requires a pre-consultation phaseClick Next.
  13. Check the inputted data. If you should make any edits to the provided data, click Back until you find the view to which you wish to make your edits.
  14. Once all is done, click Finish & Create.
  15. You will enter your Pre-Consultation request.
  16. You can invite parties, like planning consultants, property owners, and other professionals, to collaborate on your request and add attachments, like the site plan and other helpful documents, which will help planning authorities understand better your land development plans. 
  17. See also the following articles: How to invite parties to the application, How to add attachments, and decide the file visibility.
  18. Some application types may require filling out the pre-configured pre-consultation form in the Project Data section.
  19. Click the Missing Mandatory Fields tab.
  20. Type a project description (mandatory) and select your availability dates/times in which you are available to discuss the project plans in the pre-consultation meeting.
  21. Once you have provided your information (also required by your municipality, like project data/attachments), ensure you have the Email notifications enabled (YES) to receive email notifications regarding the process. Click Request Pre-Consultation.
  22. You have successfully requested pre-consultation from your local government planning authority. The request status in the workspace header is now Submitted. Cloudpermit sends an automated email to you confirming the request submission. It also notifies you by email after your local government planning authority has started processing your pre-consultation request.



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