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Permit Application Packet Prep

Takes your project notes and builds an organized permit packet: a cover summary of the job, a checklist of every document and form that is in hand or still missing, and a short list of questions to confirm with the permit office.

General contractorHome Services and Trades✓ Checkedv1.0

Before and after

BEFORE · what the owner typed
Need permit packet for the Roach kitchen job. Westvale Builders, I'm Antonio Wen, license number is on the card in my truck, not handy. Phone 336-555-0134. Job is at 6168 Springvale St, Rosehill. Owner is Allegra Roach. We're taking out the wall between kitchen and dining room, it's load bearing I think, putting in a beam. Moving the sink to the island so new plumbing, Amir Serrano is doing plumbing, he's licensed, his office is 336-555-0135. Electrical is new circuits for the island and under cabinet lights, Anaya Solis does our electrical. New cabinets, new floor. Have the floor plan drawing Allegra's designer did and the signed contract. Have Amir's insurance cert. No engineer yet. Allegra wants to start as soon as the permit comes through. Haven't talked to the permit office, don't have their checklist.
AFTER · what the skill produced

Permit Packet: Roach Kitchen Remodel

Cover summary

  • Property: 6168 Springvale St, Rosehill
  • Owner: Allegra Roach
  • Contractor: Westvale Builders, Antonio Wen, 336-555-0134
  • Contractor license number: needed
  • Scope: Remove the wall between the kitchen and dining room and install a beam. Move the kitchen sink to a new island with new plumbing, and add new electrical circuits for the island and under cabinet lights. Install new cabinets and new flooring.
  • Trades: Structural (Westvale Builders, license number needed), plumbing (Amir Serrano, 336-555-0135, license number needed), electrical (Anaya Solis, phone needed, license number needed)

Packet checklist (general list, confirm with the permit office)

In hand

  • Floor plan drawing from the owner's designer
  • Signed contract with Allegra Roach
  • Insurance certificate for Amir Serrano

Still needed

  • Contractor license number for Westvale Builders
  • Structural engineer or design professional's drawings and beam specifications for the wall removal
  • Plumbing license number for Amir Serrano
  • Electrical license number and insurance certificate for Anaya Solis
  • Insurance certificate for Westvale Builders
  • Site plan or property information, if the permit office asks for it
  • Owner authorization or signature on the application, if required

Confirm with the permit office

  • Whether separate permits are needed for the structural, plumbing, and electrical work, or one combined permit
  • Whether the flooring and cabinet work needs to be listed
  • Whether the application can be filed by the contractor or must be signed by the owner
  • Which fees apply and when they are due

Needs a licensed professional to confirm

  • The wall may be load bearing. Please have a licensed structural engineer or other qualified design professional review it and size the beam. We cannot answer that here.
  • The plumbing and electrical work may need to be done by licensed trades. Please confirm with the permit office whether licenses are required and that Amir Serrano and Anaya Solis hold what is needed for this work.

Questions for the permit office

  1. What is your checklist for a remodel that includes a structural change, plumbing, and electrical?
  2. Do you require stamped drawings for the beam?
  3. What are the fees, and how are they paid?
  4. How long does review usually take?
  5. What inspections are required, and how do we schedule them?

Next three actions

  1. Call the permit office and ask for their remodel checklist and application form.
  2. Contact a licensed structural engineer about the wall and beam.
  3. Collect license numbers and insurance certificates from Westvale Builders, Amir Serrano, and Anaya Solis.

Questions for the owner

  • What is your contractor license number?
  • What is Anaya Solis's phone number and license number?
  • What is Amir Serrano's license number?
  • Do you want the project value listed on the cover summary? If so, what figure should we use?
  • Does Allegra Roach have a target start date to include?

What it does

Takes your project notes and builds an organized permit packet: a cover summary of the job, a checklist of every document and form that is in hand or still missing, and a short list of questions to confirm with the permit office. It does not decide what your jurisdiction requires.

Use it when: Use when a general contractor needs to turn project notes, scope details, and owner or subcontractor info into an organized permit application packet checklist and cover summary, such as "get the permit packet ready," "what do I need to submit for this permit," or "put together the permit paperwork."

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