Bank of America ATM in Atascadero Secures Plan Check Approval Through Program Coordination

Permit Place provided permit expediting services for Nelson Worldwide, LLC and their client, Bank of America, for a remote ATM tenant improvement (TI) in Atascadero, California. The project involved new commercial ATM installations within an existing shopping center, including a mix of interior and exterior placements.

This location was delivered as part of a broader, program-based rollout. Permit Place coordinated plan review and agency communication with the City of Atascadero Development Services Department, ensuring documentation and submittals remained consistent with program standards while meeting local jurisdiction requirements.

Challenges

The primary complexity on this project involved coordinating complete and accurate information across multiple stakeholders. With several remote ATM types included (each with distinct layout, equipment, and utility considerations) maintaining alignment between the client, general contractor, and design team was essential.

In a program setting, even small documentation gaps can interrupt plan review. Keeping submittals clean and review-ready required disciplined tracking of drawings, specifications, and equipment details before they reached the City.

Solutions and Strategies

Permit Place applied a structured Due Diligence process at project kickoff to clarify City requirements and establish documentation standards for the ATM scope. Proactive measures included:

• Early coordination with City plan reviewers to confirm expectations before formal submittal
• Structured documentation checklists for the client and general contractor
• Strategic application planning to sequence submittals and reduce review friction
• Regular status updates to keep all parties aligned on responses and next steps

This approach helped ensure the City received a complete, coordinated package and avoided unnecessary back-and-forth during review.

Project Wins

• Secured plan check approval for a remote ATM tenant improvement within a program-based rollout
• Maintained clean coordination across interior and exterior ATM scopes
• Provided the City with a consolidated, review-ready submittal package
• Supported consistent execution across multiple Bank of America ATM locations

This project demonstrates how disciplined permit expediting and strong documentation control help keep multi-site financial services programs moving forward smoothly, even when scope varies from site to site.