Legacy SOP
Project Intake SOP
Project request capture, file setup, property data, scope, risk, budget, timeline, responsibility, and department handoff.
Workflow checks
- Create project file and assign project number
- Collect property, parcel, scope, budget, and timeline
- Run initial risk review
- Assign department handoff and next workflow
Required evidence
- Property address and parcel
- Owner/entity information
- Scope, photos, plans, and prior permits
- Budget notes and risk review