Product Experience
Every role. One platform.
From front-counter staff handling resident requests to the CAO reviewing council-ready reports — every role has a purpose-built journey. Explore how Civic Planning & Development works for your team.
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Explore the Interface
Click through the actual Civic Planning & Development interface. Navigate between the dashboard, resident profiles, service requests, and reports to see how everything connects.
34
Active Applications
+6% vs last month100%
Deadline Compliance
No change vs last month98d
Avg Processing
-31% vs last month62%
Online Submissions
+18pp vs last monthRecent Activity
ZBA application ZBA-2026-014 deemed complete
Planning · 2 min ago
Conservation authority comment received for SP-2026-008
External · 5 min ago
Public comment submitted on OPA-2026-003 via portal
Public · 12 min ago
Minor variance MV-2026-041 scheduled for Feb 20 CoA
Committee · 20 min ago
Subdivision conditions clearance: 3 of 28 cleared for SUB-2025-002
Conditions · 35 min ago
Role-Based Journeys
One Platform, Every Perspective
Select a role to explore their complete journey through Civic CRM — from day-one onboarding to daily workflows and strategic outcomes.
Senior Planner
From Application Intake to Council Decision
Follow the complete lifecycle of a planning application — from pre-consultation through intake, circulation, public notice, staff report preparation, committee/council decision, and conditions clearance. Zero missed deadlines, complete file visibility, AI-assisted analysis at every step.
Intake
Application received
New planning application submitted online or over the counter — OPA, ZBA, site plan, subdivision, minor variance, or consent. Completeness validation checks all required documents against the application-specific checklist.
The Application Portal Engine validates submitted applications against the Submission Checklist Generator requirements. Documents are verified: application form, site plan, required studies, fee payment. The Completeness Determination Tracker starts the 30-day assessment window. If incomplete, a deficiency letter is auto-generated listing missing items. If complete, an acknowledgement letter issues with the statutory clock start date. Unique file number assigned (format configurable).
Circulate
Agency review initiated
Application automatically circulated to required internal departments (engineering, building, parks, fire) and external agencies (conservation authority, MTO, MECP, school boards) based on configurable circulation rules per application type.
The Circulation Router applies configurable rules to determine which departments and agencies receive the application package. Electronic circulation packages are sent with all relevant documents. The Agency & Department Manager tracks response deadlines and sends automatic reminder notifications. The Indigenous Consultation Tracker identifies duty-to-consult obligations. Comments are compiled in structured format for the staff report. Response rates improve from ~68% on-time (manual baseline) to 90%+ with automated tracking.
Notice
Public notice issued
Statutory public notice generated per Planning Act requirements — mail notices to property owners within 120m/200m radius, newspaper notice content, site signage checklist. Online public comment portal activated for the application.
The Public Notice Generator produces notice content per Planning Act s.34 and s.51 requirements. GIS parcel data generates property owner mail lists within the statutory notification radius (120m for minor variance, 200m for ZBA). Newspaper notice content is formatted per prescribed requirements. Site signage requirements generate inspection checklists. The Public Comment Portal captures online submissions linked directly to the application file. All notice activity is logged in the compliance audit trail.
Analyze
Staff report prepared
AI-assisted zoning compliance check runs automatically. Policy conformity assessed against PPS, Growth Plan, official plan, and zoning bylaw. Staff report generated from template with auto-populated sections from application data, comments, and policy analysis.
The Zoning Compliance AI auto-checks the application against applicable bylaw provisions: lot coverage, setbacks, height, density, parking, landscaping, and permitted uses. Non-compliance items flagged with specific bylaw section and variance magnitude. The Policy Analysis Framework tracks conformity against PPS, Growth Plan, official plan, and secondary plans. The Staff Report Generator assembles the report from template with auto-populated sections: application summary, site context, proposal, comments summary, policy analysis, and recommendation. Review/approval workflow routes the draft to the planning director.
Decide
Committee/council decision
Application presented at the statutory public meeting — Committee of Adjustment for minor variances, planning committee and council for OPA/ZBA/subdivision. Decision recorded with conditions of approval, and the 20-day OLT appeal period begins tracking.
The Meeting Scheduler & Agenda Engine prepares the statutory public meeting with application summary, staff recommendation, and supporting documents. For minor variances, the Committee of Adjustment Manager tracks the four tests (s.45(1)). For ZBA/OPA, council deliberation and decision are recorded: approve, approve with modifications, refuse, or defer. The Decision Processor generates notification to applicant and commenting agencies. Bylaw drafting for approved ZBA/OPA begins automatically. The OLT Appeal Tracker starts the 20-day appeal period countdown.
Clear
Conditions satisfied
Conditions of approval tracked through clearance — site plan agreement, securities, parkland dedication, development charges. Agreement registration on title. Application file archived with complete decision record and audit trail.
The Conditions Dashboard tracks all conditions with status workflow: not started → in progress → submitted → under review → cleared. The Agreement Generator produces site plan or subdivision agreements from approved conditions with standard clause libraries. The Securities Manager monitors letters of credit and performance bonds with expiry alerts. Parkland dedication and development charges are calculated and tracked. Final plan registration coordinated with land registry. The complete application file is archived with full decision record, conditions clearance history, and immutable audit trail.
Application Journey
0 / 6
Step 01
Intake
Application received
New planning application submitted online or over the counter — OPA, ZBA, site plan, subdivision, minor variance, or consent. Completeness validation checks all required documents against the application-specific checklist.
The Application Portal Engine validates submitted applications against the Submission Checklist Generator requirements. Documents are verified: application form, site plan, required studies, fee payment. The Completeness Determination Tracker starts the 30-day assessment window. If incomplete, a deficiency letter is auto-generated listing missing items. If complete, an acknowledgement letter issues with the statutory clock start date. Unique file number assigned (format configurable).
Step 02
Circulate
Agency review initiated
Application automatically circulated to required internal departments (engineering, building, parks, fire) and external agencies (conservation authority, MTO, MECP, school boards) based on configurable circulation rules per application type.
The Circulation Router applies configurable rules to determine which departments and agencies receive the application package. Electronic circulation packages are sent with all relevant documents. The Agency & Department Manager tracks response deadlines and sends automatic reminder notifications. The Indigenous Consultation Tracker identifies duty-to-consult obligations. Comments are compiled in structured format for the staff report. Response rates improve from ~68% on-time (manual baseline) to 90%+ with automated tracking.
Step 03
Notice
Public notice issued
Statutory public notice generated per Planning Act requirements — mail notices to property owners within 120m/200m radius, newspaper notice content, site signage checklist. Online public comment portal activated for the application.
The Public Notice Generator produces notice content per Planning Act s.34 and s.51 requirements. GIS parcel data generates property owner mail lists within the statutory notification radius (120m for minor variance, 200m for ZBA). Newspaper notice content is formatted per prescribed requirements. Site signage requirements generate inspection checklists. The Public Comment Portal captures online submissions linked directly to the application file. All notice activity is logged in the compliance audit trail.
Step 04
Analyze
Staff report prepared
AI-assisted zoning compliance check runs automatically. Policy conformity assessed against PPS, Growth Plan, official plan, and zoning bylaw. Staff report generated from template with auto-populated sections from application data, comments, and policy analysis.
The Zoning Compliance AI auto-checks the application against applicable bylaw provisions: lot coverage, setbacks, height, density, parking, landscaping, and permitted uses. Non-compliance items flagged with specific bylaw section and variance magnitude. The Policy Analysis Framework tracks conformity against PPS, Growth Plan, official plan, and secondary plans. The Staff Report Generator assembles the report from template with auto-populated sections: application summary, site context, proposal, comments summary, policy analysis, and recommendation. Review/approval workflow routes the draft to the planning director.
Step 05
Decide
Committee/council decision
Application presented at the statutory public meeting — Committee of Adjustment for minor variances, planning committee and council for OPA/ZBA/subdivision. Decision recorded with conditions of approval, and the 20-day OLT appeal period begins tracking.
The Meeting Scheduler & Agenda Engine prepares the statutory public meeting with application summary, staff recommendation, and supporting documents. For minor variances, the Committee of Adjustment Manager tracks the four tests (s.45(1)). For ZBA/OPA, council deliberation and decision are recorded: approve, approve with modifications, refuse, or defer. The Decision Processor generates notification to applicant and commenting agencies. Bylaw drafting for approved ZBA/OPA begins automatically. The OLT Appeal Tracker starts the 20-day appeal period countdown.
Step 06
Clear
Conditions satisfied
Conditions of approval tracked through clearance — site plan agreement, securities, parkland dedication, development charges. Agreement registration on title. Application file archived with complete decision record and audit trail.
The Conditions Dashboard tracks all conditions with status workflow: not started → in progress → submitted → under review → cleared. The Agreement Generator produces site plan or subdivision agreements from approved conditions with standard clause libraries. The Securities Manager monitors letters of credit and performance bonds with expiry alerts. Parkland dedication and development charges are calculated and tracked. Final plan registration coordinated with land registry. The complete application file is archived with full decision record, conditions clearance history, and immutable audit trail.
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