New Client & Project Intake Questionnaire

New Client & Project Intake

Questionnaire

PermitWize - PRE-CONSTRUCTION & BUILDING PERMIT OPERATIONS

1. Contact & Project Stakeholders

Primary Applicant / Client Contact

Primary Applicant Name *

Role in Project *

Applicant Phone Number *

Applicant Email Address *

Company / Organization Name

Describe your project here *

Property Owner details (if different from primary contact)

Owner Name(s) on Legal Title *

Owner Phone Number *

Owner Email Address *

Owner Mailing Address *

Primary Builder / General Contractor

Company / Firm Name

Primary Contact Person

State Contractor License #

Builder Phone Number

Builder Email Address

Builder Office Address

Professional Design & Engineering Firms

Architectural / Design Firm Name

Architectural / Design Firm Phone Number

Architectural / Design Firm Email Address

Structural Engineer Firm Name

Structural Engineer Phone

Structural Engineer Email

Civil Engineering Firm Name

Civil Engineer Phone Number

Civil Engineer Email Address

2. Site & Property Identification

Full Project Street Address, if applicable

City / County Jurisdiction *

Assessor's Parcel Number (APN) / Tax ID *

Map & Tax Lot Info

Number of Buildings Per Project

Current Zoning Designation (if known)

Current Property Use *

Existing Structures on Parcel? *

HOA / ARB Oversight? *

Mapped Environmental Constraints

3. Scope of Work & Project Details

Primary Permit Needed *

Total Estimated Job Valuation ($) *

$

Conditioned Living Area (sq ft) (Per Building)

Unconditioned / Garage / Storage (sq ft) (Per Building)

Deck / Porch / Covered Patio (sq ft) (Per Building)

Number of Stories & Building Height

Proposed Construction Type

Water Source

Wastewater / Sewer

Electrical Services

4. Submittal Preparedness & Document Checklist

Select all finalized assets ready for intake review:

Submittal Preparedness & Document Checklist

Scaled Architectural Plan Set (PDF)

Stamped Structural Calculations

Site Plan (Setbacks & Property Lines)

Energy Calculations / Title 24

Proof of Ownership (Deed / Title Report)

HOA / ARB Approval Letter

Geotechnical / Soils Report

5. Target Timeline & Constraints

Desired Submittal Date *

Desired start timeline: *

Target Construction Start Date *

Financing or Loan Closing Deadlines?

Additional Project Notes or Special Requests

Services Requested:

Full-Service Permit Expediting: Residential

Full-Service Permit Expediting: Commercial

Pre-Submittal & Site Plan Audit

Plan Check Revision Management

Specialty Trade & Fast-Track Permits

Priority Permit Desk (Monthly Retainer)

6. Project Scope & File Uploads

Upload Draft Plans / Plan Sets & Other Documents (PDF)

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