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commercial-completeness-checklist.json•8.9 KiB
{
"metadata": {
"title": "Commercial Tenant Improvement Permit Submission Checklist",
"source": "SF DBI permit processing requirements, sf.gov commercial TI guidelines",
"date_structured": "2026-02-26",
"authority": "SF Department of Building Inspection",
"scope": "Commercial tenant improvement projects — office, retail, restaurant, assembly",
"notes": [
"Complements the residential pre-plan check checklist (completeness-checklist.json)",
"Commercial TI projects have additional agency routing triggers not present in residential",
"Restaurant/food service TIs require DPH review in addition to standard DBI review",
"Projects in historic districts require additional HPC review documentation"
]
},
"required_forms": {
"primary": {
"form": "Form 3 or Form 8",
"selection_logic": "Form 8 for OTC-eligible commercial TI; Form 3 for in-house review",
"notes": "Most commercial TIs use Form 3 unless scope is minor (paint, flooring, fixtures only)"
},
"supplemental_forms": [
{
"form": "Form 6",
"when_required": "Change of use or occupancy classification change",
"example": "Office to restaurant, retail to assembly"
},
{
"form": "GS-1 through GS-6",
"when_required": "Green building compliance",
"selection": "GS-1 for new commercial, GS-5 for alterations; see green-building-requirements.json"
},
{
"form": "Fire Sprinkler Application",
"when_required": "Any modification to fire sprinkler system"
},
{
"form": "Fire Alarm Application",
"when_required": "New or modified fire alarm system"
}
]
},
"plan_set_requirements": {
"cover_sheet": {
"required": true,
"contents": [
"Project address",
"Block and lot",
"Scope of work description",
"Applicable building codes",
"Sheet index",
"Owner and architect information",
"Construction type and occupancy classification"
]
},
"site_plan": {
"required": true,
"scale": "1/8\" = 1'-0\" minimum",
"must_show": [
"Property lines",
"Building footprint",
"Means of egress from tenant space to public way",
"ADA accessible route from public way to tenant space",
"Adjacent streets"
]
},
"floor_plans": {
"required": true,
"scale": "1/4\" = 1'-0\" minimum",
"must_show": [
"Existing and proposed layout (demo plan + new work plan)",
"Room dimensions and uses",
"Door swings and hardware schedule",
"Fixture locations (plumbing, electrical)",
"Exit paths with travel distances",
"Fire-rated assemblies and their ratings",
"ADA clearances at doors, corridors, restrooms",
"Occupant load calculation per room"
]
},
"reflected_ceiling_plan": {
"required": "When modifying ceiling, lighting, or HVAC",
"must_show": [
"Lighting layout with fixture schedule",
"Sprinkler head locations",
"HVAC diffuser locations",
"Exit signs and emergency lighting",
"Ceiling heights"
]
},
"electrical_plans": {
"required": "When modifying electrical systems",
"must_show": [
"Panel schedule with circuit loading",
"Outlet and switch locations",
"Emergency and exit lighting",
"Title 24 lighting compliance documentation"
]
},
"mechanical_plans": {
"required": "When modifying HVAC systems",
"must_show": [
"Equipment schedule with capacity",
"Duct layout and sizes",
"Ventilation calculations per CBC Chapter 4",
"Kitchen hood exhaust (if food service)"
]
},
"plumbing_plans": {
"required": "When modifying plumbing",
"must_show": [
"Fixture locations and counts",
"Water supply and waste connections",
"Grease trap (if food service)",
"ADA-compliant fixture details"
]
},
"structural_plans": {
"required": "When modifying structure or adding significant loads",
"must_show": [
"Structural calculations signed by licensed engineer",
"Connection details",
"Load path for new equipment (e.g., rooftop HVAC)"
]
}
},
"agency_routing_triggers": {
"planning_department": {
"triggers": [
"Change of use (Section 311 notification required)",
"Formula retail (chain store) in neighborhood commercial district",
"New signage requiring Planning approval",
"Projects in Article 10/11 historic districts",
"Conditional Use authorization required"
],
"typical_delay": "2-8 weeks depending on trigger"
},
"sffd_fire_department": {
"triggers": [
"Assembly occupancy (A-1, A-2, A-3) — any occupant load",
"Kitchen hood / Type I exhaust system",
"Fire alarm or sprinkler modification",
"High-rise building (75+ feet)",
"Change from B to A or M occupancy",
"Occupant load exceeding 49"
],
"typical_delay": "1-3 weeks"
},
"dph_public_health": {
"triggers": [
"Food service establishment (new or remodel)",
"Medical/dental office",
"Hazardous materials handling",
"Body art establishment"
],
"typical_delay": "2-4 weeks"
},
"dpw_public_works": {
"triggers": [
"Sidewalk occupancy (cafe seating, canopy)",
"New curb cut or driveway",
"Street tree removal"
],
"typical_delay": "1-3 weeks"
},
"accessibility_review": {
"triggers": [
"All commercial TIs require ADA/CBC Chapter 11B compliance review",
"Path of travel upgrades may be required for alterations > $195,348 (2024 threshold)",
"Restroom modifications trigger full ADA restroom compliance"
],
"typical_delay": "Included in plan check cycle"
}
},
"common_rejection_reasons": [
{
"reason": "Insufficient occupant load calculation",
"description": "Floor plans must show occupant load per room using CBC Table 1004.5 factors. Total building occupant load determines exit requirements.",
"fix": "Add occupant load table to plans showing: room, area, load factor, calculated load"
},
{
"reason": "Missing or incorrect exit analysis",
"description": "Travel distance, exit width, and number of exits must be shown on plans and comply with CBC Chapter 10.",
"fix": "Mark exit paths on floor plans with distances. Verify exit width >= occupant load / 0.2 per inch"
},
{
"reason": "ADA path of travel deficiencies",
"description": "Projects over the path-of-travel threshold must upgrade accessible route, restrooms, drinking fountains, telephones, and signage to current standards.",
"fix": "Show compliant 36\" min corridors, 60\" turning radius, lever hardware, compliant restroom layout"
},
{
"reason": "Missing fire-rated assembly details",
"description": "Demising walls, corridor walls, and shaft enclosures must show fire rating. UL assembly numbers required.",
"fix": "Provide UL assembly number and detail for each rated wall/floor/ceiling assembly"
},
{
"reason": "Ventilation calculations missing",
"description": "Mechanical plans must show outdoor air rates per CBC Chapter 4 / ASHRAE 62.1.",
"fix": "Add ventilation schedule showing cfm per person and per area for each occupied space"
},
{
"reason": "Title 24 energy compliance not included",
"description": "Lighting power density and HVAC efficiency must meet current Title 24 Part 6.",
"fix": "Include Certificate of Compliance (CF-1R for lighting, CF-1R-MFM for mechanical)"
},
{
"reason": "Missing change of use documentation",
"description": "When occupancy classification changes, full CBC compliance for new occupancy is required.",
"fix": "Provide existing and proposed occupancy on cover sheet, address all applicable code sections for new occupancy"
},
{
"reason": "Incomplete kitchen exhaust / grease interceptor",
"description": "Commercial kitchen projects need Type I hood calculations and grease interceptor sizing.",
"fix": "Show hood cfm calculation per CMC, grease interceptor size per plumbing code, SFFD suppression system"
}
],
"otc_eligibility": {
"eligible_scopes": [
"Cosmetic changes only (paint, flooring, ceiling tiles — no layout change)",
"Like-for-like fixture replacement",
"Adding outlets or lights to existing circuits (no panel modification)"
],
"not_eligible": [
"Any change of use or occupancy",
"Moving or adding walls (even non-rated)",
"Modifying fire sprinkler or alarm systems",
"Adding or relocating plumbing fixtures",
"Kitchen exhaust modifications",
"Work requiring structural modifications"
]
}
}