Welcome. We are excited to show you how
to apply for the new third-party plans
review agency application. First, you'll
need to navigate to our ABQ plan website
and make sure that you've logged in or
registered.
Please know that we have training videos
for creating an account. You also need
to have your business license in order
to apply.
All right, let's get started.
Go to login.
You can see I'm logged in here. And now
I'm going to apply.
I'll begin typing third party. And this
box autofills. I'll select this.
If you have questions about the
qualifications or requirements for
thirdparty plan review, take a look at
our uniform administrative code. You can
follow this link here to take a look at
the requirements. Now, I'm going to
apply.
This application allows for businesses
that are currently located in the city
or out of city businesses. If you're an
out of city business, there are
instructions on how to find your
location. So, let's walk through that.
We use geo rules for in city businesses,
but if you're out of the city, you can
manually enter your location here,
fill out these fields, and then hit
save. Otherwise, if you're in the city,
you can click add a location and search
by address.
Click the correct address and hit add.
Great. On to the next.
This screen describes the type of
certification you're applying for and
gives you more information. You can
always check out our third party plans
review program manual for detailed
instructions. Please note in the
description box you're required to
indicate the number of professionals in
charge and third party reviewers.
Once you've done that, hit next.
Here you're required to add the contact
information for the professional in
charge and the third party plans review
agency.
If they're already in the system,
you can search for them
and simply add them.
If they're not in the system, you can
enter manually by filling out these
fields.
Please note that the professional in
charge and the third party plans review
agency are both required contacts.
Then you can pull from the drop down and
enter the number of plan reviewers.
Again you can search for them or enter
them manually.
Great. I'm all set. If I want to add
more, I continue pulling the drop down.
Hit next.
This more information screen describes
the requirements for a third party plan
review agency, the third party plan
reviewers, and the professional in
charge. This information is available in
our manual and also in our uniform
administrative code.
Please note that there are certain
qualifications required for thirdparty
professionals depending on the review
type. We have certifications, education,
and experience. It's important that
you fully fill out the packets for the
professional in charge, the plan
reviewers, and the agency so that we
have all of the information required to
review your application. Please also
note that a thirdparty plan review
agency must have insurance coverage and
everyone needs to fill out a conflict of
interest form a non-discrimination
notice and please remember that a
business registration is required. We'll
ask for your business license number
here.
You can always apply for a business
license and ABQ plan prior to applying
for your third party plan review agency.
Click next.
Now you'll be required to upload those
attachments. These are required to be
uploaded as a packet. We have the
packets available on our website and the
links to the packets available in our
manual. Make sure that your packet
includes all the required information.
Make sure your packets include all the
required information.
You'll need to upload a packet for the
professional in charge for all your plan
reviewers and the plan review agencies.
You can pick from the drop- down menu to
find the appropriate selection and
upload the complete packet. Please note
that all packets must be uploaded as a
single file in PDF form.
Now you can review the material you
submitted to us. Make sure it looks
correct and then hit submit.
Congratulations, your license
application was submitted successfully.
You'll receive a notice that your
license can't be printed at this time
because it hasn't been issued. Our folks
in the back office will begin to work on
your license immediately and they will
send you a certification number along
with instructions once you have been
approved. Thank you so much and we will
look forward to working with you as a
third-party plan review agency.