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CADTRI

Permitting

Pre-Application Meeting Prep

Organized project documentation for productive pre-application meetings.

Overview

A pre-application meeting with the building department or planning staff is the most effective way to understand the specific requirements and potential obstacles for a project before submitting. We prepare the complete pre-application package: project description, preliminary drawings, code analysis, and a structured set of questions designed to extract actionable guidance from the meeting.

Preparation time

3-5 days

Output

Complete meeting package

Follow-up

Meeting notes support

How It Works

The process, step by step.

  1. Project and Jurisdiction Research

    We gather jurisdiction-specific requirements, applicable codes, zoning classification, known local plan check standards, and any relevant precedents for the project type.

  2. Preliminary Documentation

    Schematic drawings, project description, site data, and any preliminary design information are organized into a clear, professional package.

  3. Question Development

    A structured set of specific technical questions is developed to direct the meeting toward the most important unknowns: code interpretation, submittal requirements, and known objections.

  4. Meeting and Follow-Up

    We prepare meeting notes templates and are available to assist with follow-up documentation or next steps based on the guidance received.

Deliverables

What's included.

Every engagement includes the following deliverables. Scope is confirmed at intake based on project requirements.

  • Project Description Summary

    Clear written summary of the project scope, site conditions, and specific questions for the jurisdiction.

  • Preliminary Drawing Set

    Schematic site plan, floor plan, and elevations sufficient to illustrate the project scope.

  • Code and Zoning Analysis

    Summary of applicable codes, zoning requirements, and potential compliance questions.

  • Structured Question List

    Organized set of specific technical questions designed to maximize useful guidance from the meeting.

  • Meeting Notes Template

    Pre-formatted documentation template for recording guidance received at the meeting.

Designed For

Who this service is for.

Property Owners

Initiating complex or unfamiliar project types where early jurisdiction guidance would reduce risk.

Architects

Working in a new jurisdiction or on a project type with uncertain code path.

Developers

Assessing feasibility before committing to full design and permit set production.

Contractors

Preparing for ground-up permits in unfamiliar jurisdictions or for unusual use types.

Ready to get started?

Tell us your project scope and we will confirm the timeline, deliverables, and next steps.