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Strategy & Business Case Guide

How to Procure Digital-Permitting Technology Without Lock-In

Lock-in is rarely a licensing problem. It is a data, rule and configuration ownership problem, and it is settled in the requirements.

Editorial owner
PermitAssure Editorial Team
Published
3 Aug 2026
Last reviewed
3 Aug 2026
Reading time
10 minutes
Audience
Government & AHJs, Technology & Innovation Leaders
A building permit document set against construction scaffolding and tower cranes.
Procurement decisions outlast the officials who make them; portability is the hedge. Photo: licensed stock imagery (iStock); licence confirmation pending.

Executive summary

A permitting platform holds statutory records, jurisdictional configuration and, increasingly, encoded interpretations of adopted requirements. If any of those cannot leave the platform in a usable form, the municipality has transferred more than a software decision.

This article sets out requirements that preserve control: open exchange formats, complete data export, transparent rule content, the right to evaluate, and exit provisions that are tested rather than promised.

What is actually at risk

Three assets matter. The permit record, which is a statutory record with retention obligations. The configuration — checklists, local requirements, rule sets — which represents municipal knowledge. And the evidence model that connects findings to sources and rule versions, which is what makes past decisions defensible.

Open standards reduce dependence on the authoring or review platform. buildingSMART publishes IFC and the wider openBIM standards, along with guidance addressed specifically to regulators [1][2][3], and NRC-published work considers openBIM implementation in a Canadian context [4].

Procurement requirements that preserve control

Table 1 — Requirements, what to ask for, and how to verify it.
RequirementAsk forVerify by
Open submission formatsSupport for PDF, native CAD and IFC-based model submissionTest submission of a representative package
Complete data exportAll applications, findings, evidence links, rule versions and reviewer actions in a documented schemaPerform an actual export during evaluation
Rule transparencyHuman-readable rule statements, their code references, editions and test casesReview three rules end to end
Configuration ownershipWritten confirmation that jurisdictional configuration is the municipality’s and is exportableExport the configuration
Evaluation rightsRight to run shadow evaluation on historical files and publish internal resultsInclude in the contract, not the proposal
Coverage disclosureA statement of which provisions are and are not evaluatedCompare against the permit type in scope
Security and privacyAssessment artefacts, residency terms, subprocessor list, incident commitmentsIndependent review by municipal IT and privacy
ExitDefined exit assistance, data format, timeline and costCost it in the business case

An evaluation sequence

Digital-permitting procurement evaluation funnelFive stages: define scope and readiness; screen for mandatory openness and security requirements; evaluate with representative files including an export test and rule walkthrough; run a shadow evaluation against historical outcomes; then award with contracted evaluation, coverage disclosure and exit terms.Procurement evaluation sequenceScopePermit type, readiness,must-havesScreenOpenness, security,residencyEvaluateRepresentative files,export testShadow runHistorical files, measuredresultsAwardContracted rights and exittermsEach stage produces documented evidence retained by the municipality
Original PermitAssure diagram. Text description: scope definition and readiness; screening on openness, security and residency requirements; hands-on evaluation with representative files including an export test and rule walkthrough; a shadow run against historical files with measured results; award with contracted evaluation rights, coverage disclosure and exit terms.

The shadow run is the stage most often skipped and the only one that produces jurisdiction-specific evidence. It compares system findings against known outcomes on files the department already understands.

Implications for authorities having jurisdiction

Put openness requirements in the mandatory section rather than the scored section. A scored requirement can be traded away by a strong price; a mandatory one cannot.

Involve privacy, records and security functions during evaluation rather than at contract signature. Residency, retention and access questions are cheaper to settle before award.

Implications for vendors and industry

Vendors should expect coverage disclosure to become standard. Stating which provisions are evaluated, which require professional review and which are out of scope is a competitive advantage with informed buyers, not a weakness.

Industry bodies can help by encouraging consistent submission requirements across municipalities, which reduces the customisation that drives cost and dependence.

Risks, limitations and safeguards

  • Export promises that are never tested are not evidence; test during evaluation.
  • Proprietary rule encodings without human-readable statements make interpretation unauditable.
  • Open format support can be nominal; verify with a real package, not a demonstration file.
  • Long contract terms with no evaluation rights remove the municipality’s ability to respond to poor performance.
  • Exit costs excluded from the business case understate total cost of ownership.

PermitAssure perspective

PermitAssure supports open submission formats including IFC-based models, exportable jurisdictional configuration, human-readable rule statements with code references and effective dates, and full export of applications, findings, evidence links and reviewer actions. Coverage is stated per configuration rather than implied, and shadow evaluation on historical files is the recommended way to test any claim made here.

Five key takeaways

  • The assets at risk are the permit record, the configuration and the evidence model.
  • Openness and export requirements belong in the mandatory section of a procurement.
  • Test one export and one rule walkthrough during evaluation.
  • A shadow run on historical files is the only jurisdiction-specific evidence available before award.
  • Coverage disclosure and exit terms belong in the contract, not the proposal.

References

  1. Industry Foundation Classes (IFC). buildingSMART International. www.buildingsmart.org. Accessed 3 August 2026.
  2. openBIM. buildingSMART International. www.buildingsmart.org. Accessed 3 August 2026.
  3. Guidance for Regulators on the Use of openBIM. buildingSMART International. www.buildingsmart.org. Accessed 3 August 2026.
  4. openBIM Implementations for a Canadian Roadmap. NRC Publications Archive. nrc-publications.canada.ca. Accessed 3 August 2026.
  5. Directive on Automated Decision-Making. Treasury Board of Canada Secretariat. www.tbs-sct.canada.ca. Accessed 3 August 2026.

Cited statements follow the sources above. Frameworks, diagrams and interpretation in this article are PermitAssure's own.

Related resources

Next step

Move openness, export and evaluation rights into the mandatory requirements of your next procurement, then test them during evaluation.

Discuss procurement requirements

PermitAssure provides digital review, workflow and decision-support capabilities. This resource is educational and does not constitute regulatory, legal, architectural or engineering advice. Final interpretations, approvals and regulatory decisions remain the responsibility of the applicable Authority Having Jurisdiction and its authorized professionals.