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Process Management Assistance for Major Projects

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Learn more about the phases of process management and major projects. From schematic design and design development to organizing construction documents and navigating inspections, process management can help with large projects. Work with a process manager on your complex commercial project.
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Program phase of your major project

The best time to begin working with a Process Manager is during the Program Phase of your major project when you are beginning to consider the design, programming and budget for your project. A key element to the success of a major project is the earliest identification of issues and possible conflicts between the proposed design and code requirements. In order to discover issues or conflicts early your Process Manager can help you with:

  • Information on building permit submittal requirements and an intake checklist so your submittals are complete and the plan review process is as efficient as possible.
  • Early assistance meetings with plan review groups, enabling you to incorporate code related requirements into your design in the early stages of design development. These early meetings are essential to establishing communication channels and identifying issues and obstacles with a major project.
  • Conflict resolution meetings when needed providing clarity and definition and encouraging positive problem-solving.
  • Early building permit fee and System Development Charge estimates to help you with financial planning.
  • Early guidance on timelines and schedules to meet your proposed design and construction goals and ensure a successful completion date and helping you determine if a phased major project strategy with multiple partial permits might be the best approach.

Schematic design and design development

As you continue in the development of your plans, your Process Manager is available to:

  • Answer questions and make sure you have the information you need to move forward with your design
  • Arrange additional meetings with review staff as necessary
  • Attend the land use pre-application conference
  • Update your fee estimate to keep it as accurate as possible
  • Attend the PDOT Early Assistance meeting
  • Provide guidance regarding the construction schedule and review time frames

Construction documents

As your plans are completed and ready for review, your Process Manager will assist you in making sure all the necessary components are included in your submittal.  In order to ensure that the review of your major project moves along smoothly, your Process Manager will be there to help you with:

  • Updated building permit fee and System Development Charge (SDC) information
  • An intake checklist for your use which includes all the items that must be included in your plans 
  • An intake appointment to review your submittal for completeness
  • Communication between the design and city review teams on issues that arise during plan review
  • Problem resolution meetings as needed
  • The City review process, tracking your critical path items and City review timelines

During construction

Once your plans are approved and the Construction Phase is underway, your Process Manager will continue to help you with communication between:

  • Communication between the City inspectors and the Contractor’s team on issues that may arise in the field.
  • The review process for deferred submittals and revisions that may occur as construction progresses.  
  • Coordination assistance during final inspection and occupancy approval. 

Recommendations for working with your Process Manager

  • Get to know your Process Manager. Develop a collaborative partnership and communicate frequently using them as your single point of contact.
  • Rely on your Process Manager to help you at every phase of the major project. Your Process Manager is knowledgeable about the complexities of the development review process.
  • Share information with your Process Manager regarding major project goals, schedule and challenges. With up-to-date information they will be able to provide timely guidance and assist you in avoiding unnecessary delays.
  • Discuss your project schedule early with your Process Manager and keep them informed about any problems or milestones.
  • Update your Process Manager before submitting plans, checksheet responses or revisions.
  • Share your ideas for improvement. We appreciate hearing from our customers. Your suggestions and feedback help us provide the services you need for a successful project.

Phased permitting information packet