Pre-Consultation|How to request a pre-consultation for a building permit process

Pre-consultation is a pre-application step that is usually voluntary for building permit applicants. Municipal building authorities, however, may set it up so that it is a requirement for some application types.

Suppose pre-consultation is not mandatory for the selected building application type. In that case, applicants may decide if they wish to have pre-consultation for their building plans. After choosing the application type, category, work type, and target for the draft application, the pre-consultation option becomes available. 

The pre-consultation procedure entails one or more interactive meetings scheduled through Cloudpermit, where applicants and their authorized representatives can present and talk about their development proposal with pertinent staff and outside organizations within the municipality well before the project starts. Municipalities can track and digitally record their pre-consultation process using Cloudpermit. 

The pre-consultation process is as follows:

  • Applicants request a pre-consultation through a guided step-by-step process in Cloudpermit. The pre-consultation usually includes one or more meetings between the parties, which the municipal building authority sets up via Cloudpermit. 
  • Upon meeting completion, the authority prepares a pre-consultation report and a draft approval application with requirements for the applicants to submit to the municipality in Cloudpermit.
  1. Click Create a New Application. 
  2. Give a name for your project and click Next.
  3. Select a province|state, and municipality from the drop-down menus. Cloudpermit displays the property address and other details next to the map. Click Next.
  4. Select a Building Permit for an application type.
  5. Choose a project type and category. 
  6. Enable the pre-consultation toggle switch and click Next.
  7. Click Finish and Create.
  8. You will enter the Pre-Consultation workspace. Expand the Project Data section.
  9. Fill out the required * project data forms. Cloudpermit saves changes on the documents automatically.
  10. The project data has been completed.
  11. Scroll up the pre-consultation workspace. The information field states if the request requires any roles or attachments to be added. This example request must have an Agent role. It can be added in the Parties to the Application section.
  12. Click the pen icon on the party card to add a party to the application
  13. Select the missing party from the Select role(s)* drop-down menu.
  14. Click Close.
  15. Scroll down to Attachments and add all required ones. You can also add any documents you think will be beneficial for understanding your building project. See instructions here.
  16. Once all required data has been completed, click Request Pre-Consultation.
  17. The request will be submitted to the municipality building department. The next step will be the process phase, including pre-consultation meeting(s) and circulation to third-party organizations if needed.   

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