Template

SAFEbuilt Permit Technician Mapping Checklist

by Shawn Waterman, from the Community

Use this SAFEbuilt Permit Technician mapping template to document the as-is state of municipal permitting operations. Capture interview details, department roles, adopted codes, staffing, activity levels, and customer feedback. Map permitting systems, counter operations, plan submittal requirements, end to end workflows for commercial and residential projects, inspection requests and scheduling, plan review standards and archiving, and fee and finance processes. Standardize documents, compliance checks, and continuous improvement notes.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
SAFEbuilt Plan Review Division Mapping
Map the as-is state of municipal plan review and permitting across departments. Capture interviewee details, adopted codes, department duties, staffing levels and certifications, licensing and business requirements, plan submittal formats, review workflows for commercial and residential projects, inspection requirements, certificate of occupancy issuance, retention and archiving, and performance targets. Document IT readiness, electronic plan review capability, standardized letters, and outreach programs to benchmark current processes and identify improvements.
by Shawn Waterman, from the Community
Downloads: 10+
Get
Template
SAFEbuilt New Office Evaluation Checklist
Use this discovery audit checklist to evaluate and launch a new SAFEbuilt office supporting city building departments. Verify contract scope and terms, key contacts, required ordinances and fee schedules, facility readiness, permit closeout and record retention. Assess intake, plan review, inspection routing and resulting, front desk operations, forms and checklists, and website content. Define business systems and technology, vehicles, administrative and financial processes, and SharePoint setup. Review personnel qualifications, workload, workspace, storage, and electronic review capability, with timeline deliverables.
by Ainsley Ware, from the Community
Downloads: 30+
Get
Template
SAFEbuilt Building Inspector Evaluation Checklist
Use this SAFEbuilt Building Inspector Evaluation checklist to standardize pre-inspection planning, onsite verification, safety practices, code compliance, documentation, and customer communication. Assess identification display, jobsite safety, plan review, material standards, egress, correction notices, and time management. Capture final notes and action plans, and record signatures from the Building Official and Inspector.
by Kelly Pollard, from the Community
Downloads: 20+
Get
Template
SAFEbuilt Plan Review Auditing Checklist
This template supports building departments and plan examiners in auditing plan reviews for code compliance and service quality. It guides pre-plan checks, workload management, and alignment of application scope with construction documents. It verifies cover sheet data including project address, occupancy, construction type, building area, and adopted codes, and ensures accessibility, property line, and allowable area requirements are met. The checklist promotes proper code citations, balanced redlining, use of reference checklists and materials, and clear, concise comment letters. It reinforces customer service, ethics, teamwork, time management, and timely completion, with sections for approvals, notes, and action plans.
by Kelly Pollard, from the Community
Downloads: 20+
Get

SAFEbuilt Plan Review Division Mapping

Map the as-is state of municipal plan review and permitting across departments. Capture interviewee details, adopted codes, department duties, staffing levels and certifications, licensing and business requirements, plan submittal formats, review workflows for commercial and residential projects, inspection requirements, certificate of occupancy issuance, retention and archiving, and performance targets. Document IT readiness, electronic plan review capability, standardized letters, and outreach programs to benchmark current processes and identify improvements.

by Shawn Waterman, from the Community

10+

Get

Template

SAFEbuilt New Office Evaluation Checklist

Use this discovery audit checklist to evaluate and launch a new SAFEbuilt office supporting city building departments. Verify contract scope and terms, key contacts, required ordinances and fee schedules, facility readiness, permit closeout and record retention. Assess intake, plan review, inspection routing and resulting, front desk operations, forms and checklists, and website content. Define business systems and technology, vehicles, administrative and financial processes, and SharePoint setup. Review personnel qualifications, workload, workspace, storage, and electronic review capability, with timeline deliverables.

by Ainsley Ware, from the Community

30+

Get

Template

SAFEbuilt Building Inspector Evaluation Checklist

Use this SAFEbuilt Building Inspector Evaluation checklist to standardize pre-inspection planning, onsite verification, safety practices, code compliance, documentation, and customer communication. Assess identification display, jobsite safety, plan review, material standards, egress, correction notices, and time management. Capture final notes and action plans, and record signatures from the Building Official and Inspector.

by Kelly Pollard, from the Community

20+

Get

Template

SAFEbuilt Plan Review Auditing Checklist

This template supports building departments and plan examiners in auditing plan reviews for code compliance and service quality. It guides pre-plan checks, workload management, and alignment of application scope with construction documents. It verifies cover sheet data including project address, occupancy, construction type, building area, and adopted codes, and ensures accessibility, property line, and allowable area requirements are met. The checklist promotes proper code citations, balanced redlining, use of reference checklists and materials, and clear, concise comment letters. It reinforces customer service, ethics, teamwork, time management, and timely completion, with sections for approvals, notes, and action plans.

by Kelly Pollard, from the Community

20+

Get

SAFEbuilt Permit Technician Mapping Checklist

About author

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SAFEbuilt Plan Review Division Mapping

SAFEbuilt New Office Evaluation Checklist

SAFEbuilt Building Inspector Evaluation Checklist

SAFEbuilt Plan Review Auditing Checklist

You might also like

SAFEbuilt Plan Review Division Mapping

SAFEbuilt New Office Evaluation Checklist

SAFEbuilt Building Inspector Evaluation Checklist

SAFEbuilt Plan Review Auditing Checklist