Wednesday, April 14 | 1 - 4 pm
(three-hour half-day class)
C3) Getting Started with Electronic Plan Review
Presented by Keith Hobday, Partner, TruePoint Solutions
Class Description:
This session will help your organization prepare for all the aspects of electronic plan review. We will discuss community outreach, best practices for submittal standards, effective communication throughout the process, required features in review tools, hardware and staff needs, and efficiencies gained for your organization.
Learning Objectives:
PDF standards
- Viewer
- Pro
- Basic PDF Tools and requirements
Advantages of Electronic Plan Review
- Staff can review plans anywhere / anytime
- Increased Efficiencies
- Environment (Go Green) - Emissions, Travel Time, Parking, Paper Manufacturing
- Production Cost Savings - Paper, etc.
- Email Notifications to improve communications
Submittal Standards
- File types (PDF, DWG, BMP, etc.)
- Single File
- File size
- Sheet index on front page
- Dedicated area for stamps
- Consistent Orientation
- Sheet References per as Bookmarks
- Required file types
- File Naming Conventions
- Vector Drawing
Features to require from your Electronic Plan Review vendor
- Markup Features - Pan and zoom, standard comments, measurement tools, calibration, redaction, shapes
- Stamp Creation Tool
- Comparison and Overlay
- Sheet Management
- Parallel Review by all departments
Stamps 101
- Most stamps on the counter today become Standard Test Comments
- Pull data from permit system
- Allow signatures and images
- Dynamic
- Reposition as a group or individually
Correction Letters
- Configurable Correction Documents
- On-line collaboration
Advanced File Checking on submittal
- File / application type of the uploaded file, against the list of supported application
- Checks the size of the uploaded file does not exceed the specified size limit
- Checks for corrupted files
- Checks for files that require a password to view
- Checks for Portfolio files
- Digital Signatures
Training and preparation
- Internal Training
- Community and Contractor Outreach
Performance to your organization
- Reduced Review times and Cycles
- Reduced storage and plan set retention
- No more counter interaction needed
Class Materials/Books to Reference:
- Have applicable software and reference materials available during class
- Strong and stable wi-fi/internet connection throughout class
- Downloaded Zoom application (join from the app, not from a browser) - download before day of class. Ensure you are using the most current updated version of Zoom
Target Audience:
Level of Expertise:
About our Presenter:
Keith has 30 years of experience working with agencies to implement Land Management and Permitting systems across the US. Over the last 8 years Keith has work with over 50 organizations to start their journey with Electronic Plan Review with six of the major plan review tools available on the market.
ICC Preferred Provider Program Continuing Education Credit (ICC PPP CEUs):
OBOA is an approved International Code Council (ICC) Preferred Provider. The Preferred Provider Program recognizes and promotes ICC-approved educational offerings as they relate to codes, standards and guidelines, as well as building construction materials, products and methods. ICC certificate holders may obtain ICC CEUs from Preferred Providers that can be applied toward the renewal requirements of ICC’s certification program. It is the intent of OBOA that all classes offered at institutes will be approved for the Preferred Provider Program.
ICC PPP Approved Course | 0.3 CEUs
An ICC CEU is a continuing education unit; each 10 clock hours of continuing education equals 1 CEU. Our typical one-day seminar has 6 hours of instruction, or 0.6 CEUs. Credit is awarded for a variety of activities wherein the objective is achieving relevant professional knowledge beyond that required for initial certification. Participation in all OBOA courses are approved for International Code Council (ICC) certification renewal continuing education credits as noted for each class. Please check with your appropriate jurisdiction and/or institution regarding your specific continuing education credit needs.
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OBOA is Proud to Be an ICC Preferred Provider