• Category Archives PreQualification
  • PASS in action: Share your experiences

    From: Helmer, Mike
    Sent: Thursday, March 15, 2018 9:18 AM
    To: Mike Malinowski
    Subject: RE: PASS (Prequalified Architectural Submittal System) Project

    Hello Mike,

    Here’s the update I promised for this PASS project.

    The second review when very smooth and resulted with one remaining item requested by the City on March 8, 2018.  Evidently there was a little confusion with our suggested format for the Green Code Checklist.  Plan sheets that included the revised checklists were resubmitted to the City on March 14, 2018 and approved for issuance the same day.

    All in all, the project was submitted on January 17, 2018 and ready to issue on March 14, 2018.  That’s a total of 38 business days.  The plans were under City review for less than 14 of those days.

    I would say both parties performed well on this one.

    Thanks,

    Michael T. Helmer
    Senior Building Plans Examiner
    Development Services Department

    Building Division

    Working together to build a quality community.


    Civic Center | 311 Vernon Street | Roseville, CA | 95678

    From: Helmer, Mike
    Sent: Thursday, February 08, 2018 7:32 AM
    Subject: RE: PASS (Prequalified Architectural Submittal System) Project

     Mike,

    This project, like many Kaiser projects, was highly detailed.  The first review was started 3 business days after its submittal and took 6 business days to complete.  Remember, the City has combination plans examiners, who review each project for all disciplines.

    Our plans examiner reports that the design documents met the standards expected for a PASS project, which resulted in a marked reduction in the number of plan review comments likely for a project of this level.

    The design team is working on the issues and should resubmit soon.

    I’ll let you know how the recheck went, once complete.

    Thanks,

    Michael T. Helmer
    Senior Building Plans Examiner
    Development Services Department

    Building Division

    Working together to build a quality community.

    Civic Center | 311 Vernon Street | Roseville, CA | 95678


  • PreQualification

    PreQualification is tailoring the permit process to the applicant.  Applicants who are prequalfied because of training and/or experienced who prepare document and design packages that are better organized, more complete, and include information which facilitates quick understanding and review, have access to a plan check process from those applicants who are not pre-qualified.

    PreQualification can be based on license status; experience, or training.  There is tremendous potential in the area of PreQualification as this means of streamlining has not been well used or considered.
    region builders at AIACV (Large)b

    One method of creating a PreQualification based program:  An AIA Component works with local regional juridictions to develop a series of classes that cover preparation of documents in accordance with a well developed standard; example standards this program from Florida.  The Classes would be a win – win: a source of non-dues revenue to the component; a competitive advantage for those architects willing to invest the time and money in training; and improved economic conditions in the community resulting from more efficient and effective permit processes.

    Florida Technical Guides is an excellent and comprehensive set of tools for establishing permit document packages that are easy to plan check.

     

    One thought on “PreQualification”

    1. mfmalinowskiPost author
      Outline of a PreQualification Program• A working group (with members from both design and regulatory professionals) is created to vet and adopt a set of document content and organization standards for an initial project type (such as small commercial building alteration; or tenant improvements).
      • The working group enlists AIA Austin to put a training program together to cover the use of the standards. This program could become a non-dues revenue source for the component.
      • Participants are trained and tested; those passing the program would be added to a list of ‘pre-qualified professionals’.
      • Plans prepared by ‘pre-qualified professionals’ according to the adopted standards (perhaps indicated by a symbol added to the cover sheet) would save time and money for the jurisdiction; the jurisdiction would in turn create a separate ‘track’ for plan review of these packages. The participating design professional realizes a significant time savings in the permit process.
      • There would be quality control feedback loop for both program refinement and development, and also to insure that ‘pre qualified professionals’ continue to adhere to program standards (or face loss of eligibility).If the beta program proved successful, it could be expanded to additional project types.

      Properly implemented, there is the potential for such a program to be a win-win, with efficiency and effectiveness benefits for ‘both sides of the counter’.

      With plans prepared in a consistent format to make them more clear and easy to review for the permit processing professionals, the resulting increased efficiency could result in time savings for participating professionals.

      A program along these lines is being developed in the Sacramento Region as a cooperative effort involving six different jurisdictions; and it is being evaluated by AIA Austin following a presentation and workshop there by MFMalinowski AIA in November of 2014

  • Professional Certification

    Professional Certification Programs are not new. Mike in a meeting They have been used successfully in New York City for decades, on many thousands of projects.  In some jurisdictionsProfessional Certification is limited to very simple tenant improvement plans.  In many cases these programs are optional; and design professionals can choose whether this is an appropriate strategy on a case by case basis.  In other juridictions, Professional Certification is used for many if not most permit processes (Hawaii as I understand it is an example of this; but the Certification is often performed by a licensed professional selected by the plan preparer).

    Many jurisdictions do not support any level of Professional certification.  In some jurisdictions there may be political barriers to certification; there may also be concerns about liability on the part of the certifying professional, as the legal immunities that are associated with individuals who perform plan review for jurisdictions may not extend to the person certifying the plans.

    Note that these programs are often called “Self Certification’, but here the more broad term “Professional Certification” is used, as it includes the potential of peer review.

    Have you experienced the option of ‘professional certification’?

    If you had the option but didn’t use it, what were the reasons?

    If you have used Professional or Self Certification, what was your experience?

    What are the characteristics of programs that work; and those that do not?AIAAustin Self Certification