cloud based plan review process (applicant) process (applicant) 1_2.pdfeplan review process on the...

18
CST will inform you by email of the acceptance or denial of your project within 5 working days. If denied, a checklist of the missing information will be provided. Each Review Discipline Uploads Comments To The Cloud Reply To Comments On The Cloud Depending on the scope of the project, the number of review disciplines can range from one to five. Each discipline will publish their comments to the Cloud based file in real time Organize Documentation Initial Submittal? No Cloud Based Review Begins Upload Documents To Mercer Island FTP Site Yes Intake Screening Approved? No Yes Permit Approved? No Pick Up Permit! Yes Generate A Revised And Complete Set Of Drawings And Supplementary Documentation As Required City of Mercer Island Applicant Submittal Overview Process Overview Cloud Based Plan Review Process (Applicant) 1

Upload: doanmien

Post on 25-May-2018

229 views

Category:

Documents


1 download

TRANSCRIPT

Page 1: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

CST will inform you by email of the acceptance or denial of your project within 5 working days. If denied, a checklist of the missing information will be provided.

Each Review

Discipline Uploads

Comments To The

Cloud

Reply To

Comments On The

Cloud

Depending on the scope of the project, the number of review disciplines can range from one to five. Each discipline will publish their comments to the Cloud based file in real time

Organize

Documentation

Initial Submittal?

No

Cloud Based

Review Begins

Upload

Documents To

Mercer Island FTP

Site

Yes

Intake

Screening

Approved?

No

Yes

Permit

Approved?

No

Pick Up Permit!

Yes

Generate A Revised And

Complete Set Of Drawings

And Supplementary

Documentation As Required

City of Mercer Island Applicant Submittal Overview

Process Overview

Cloud Based Plan Review Process (Applicant)1

Page 2: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions

1 ePlan Preparation Stage | Applicant Instructions

The City of Mercer Island ePlan review process is a greener, more economical and streamlined plan review process that helps reduce turnaround

times and misunderstandings during the plan review process. This user guide for the Customer Service Team is a compilation of the steps required

for submittal. If you have any questions on the process, please contact Paul Skidmore at extension 7718.

EPLAN PREPARATION STAGE

To ensure a complete submittal and minimize potential file confusion and loss, a submittal process is necessary. This section itemizes the ePlan file naming and file

consolidation requirements, as well as the document organization and legibility requirements.

� Complete the applicable Permit Forms

� Plan Submittal Form

� Permit Application

� Single Family Plan Cover Sheet

� Site Development Worksheet

� Prepare your drawings and all supplemental documents as described in the ePlan Requirements for

Electronic Plans

� Correct document orientation.

� Minimum resolution and text size for legibility.

� Bookmark all drawing sheets.

� Create an Acrobat portfolio of all the supplementary documentation. Alternatively, a zipped file

containing each supplemental document may be submitted. Do not combine all of the supplementary

information into one pdf file.

� Name the drawings using the following format: <project address>-<PLANS> i.e. 9611 SE 36th

ST-PLANS

� Name the supplemental documentation using the following format: <project address>-<SUPP>, i.e. 9611

SE 36th

ST-SUPP.

� If the street is unknown or currently unassigned, the parcel number for the site may be substituted for

project address, i.e. PN83002001-PLANS.

� Login to the City of Mercer Island web site here: http://sftp.mercergov.org

� User Name is “guest”.

� Password is “eplan”.

� Navigate to the Inbox and create a folder with the project address (or parcel number if the address is

unavailable).

� Upload the two files (PLANS and SUPP) into the newly created folder.

� The City of Mercer Island will be automatically notified of the submission and you will receive an email

notification within one working day that confirms receipt of the submission and will include your

assigned permit application number and permit application fees due.

� Submit payment in person or by mail to:

Mercer Island City Hall

ATTN: CST ePlan Review

9611 SE 36th

Street

Mercer Island, WA 98040

� Reference your Permit Application Number on your check.

� Payment must be received within 10 working days or the application will be suspended.

� Once payment has been received, an email receipt for fees paid will be sent.

Page 3: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions

2 ePlan Submittal Stage | Applicant Instructions

EPLAN SUBMITTAL STAGE

Below are the steps to for an initial submittal. The Intake Screening process is intended to shorten the overall permit review process by reducing or eliminating the

number of review rounds. The best way to ensure a speedy plan review and approval is to ensure all the information necessary for a complete plan review has been

included in the submittal. More information is better than too little..

� Depending on the size and complexity of the submittal, an Intake Screening by City staff to verify

whether submitted drawings and supplemental information are sufficient to perform a complete ePlan

review may be required.

� Greater than 500 square feet of additional floor area.

� $100,000 permit valuation or greater.

� If an Intake Screening is required, City staff will perform an electronic Intake Screening the Tuesday

following receipt of submittal.

� An email notification stating whether your submittal is complete or incomplete will be sent once the

Intake Screening has been performed.

� Incomplete submittals:

� You will receive an email that itemizes the submittal deficiencies. This information must be

resolved and incorporated into a new submission (including supplemental information if applicable)

and uploaded to the City of Mercer Island FTP site.

� A complete set of drawings is required. Individual or separate drawing sheets are not be

acceptable and will be rejected.

� All submitted documents must conform to the requirements in the ePlan Preparation

Stage previously outlined.

� Name the resubmitted ePlan drawings using the following format: <permit application number>-

<intake round>-<PLANS>

� 1301-001-INTAKE2-PLANS

� 1301-001-INTAKE3-PLANS

� Name the resubmitted ePlan drawings using the following format: <permit application number>-

<intake round>-<PLANS>

� 1301-001-INTAKE2-SUPP

� 1301-001-INTAKE3-SUPP

� As previously described, upload the completed file(s) to the "Inbox" of the City of Mercer Island FTP

site at https://sftp.mercergov.org.

� The Intake Screening process repeats until City staff determines that the submittal is complete.

� Complete submittals:

� You will receive an email when your application is complete and has been accepted for review.

� Plans are not officially accepted until the Intake Screening has determined the submission

comprises a complete application. See Plan Review Target Times for the estimated time frame

between a complete application and your receipt of the initial ePlan Review comments.

Page 4: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions

3 ePlan Formal Review Stage | Applicant Instructions

EPLAN FORMAL REVIEW STAGE

The ePlan Review process begins once your application is determined to be complete. The ePlans are reviewed for conformance with regulations pertaining to five

separate disciplines as applicable to the scope of the project: Tree review, Fire review, Land Use review, Civil review, and Building review. The plans are uploaded to the

MIePlan website where each discipline “publishes” review comments for your perusal and response. After each review discipline has completed their respective

reviews, you will then reply to the published comments indicating how the issue has been resolved and make any necessary changes the ePlans. Upon completion, upload

a new, revised set of drawings and any supplemental information to the City of Mercer Island FTP site for further review.

� After Intake Screening acceptance, you will receive an email from the City with a link to the ePlan

location.

� Clicking on the emailed link will take you directly to the MIePlan website where your ePlan is located.

� This link can be emailed to anyone for their input or replies, i.e. consultants, contractors, etc.

� The initial use of the Adobe web site will require you to create an account. Provide a valid email

address and password to access the ePlan set.

� Each ePlan review discipline will publish their comments directly onto the ePlan set located on the Adobe

Cloud.

� Each review discipline will send you an email notification when the ePlan review for their respective

review discipline is complete.

� Do not expect any response to your replies until a complete, corrected set of drawings have been

uploaded to the Mercer Island FTP site and all of the correction comments on the ePlan have

replies.

� You can track the status of your plan review within the "Status" section at MyBuildingPermit.com as well

as with the Acrobat tracker.

� Reply to the comments directly by right clicking on each comment, selecting “Reply” and enter your

response in dialog box that appears.

Page 5: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions

4 ePlan Reply and Resubmittal Stage | Applicant Instructions

EPLAN REPLY AND RESUBMITTAL STAGE

The ePlan Response and Resubmittal Stage allows you to reply to each of the review discipline’s comments directly to the cloud stored ePlan drawings. After all of the

comments have been resolved, you will submit a new, complete set of ePlan drawings along with any additional supplementary information (if required) to the City of

Mercer Island FTP site, at which time the resubmittal timeline begins. The commented and replied ePlans remain on the Adobe Cloud and is an ongoing record of the

review process.

� Review and reply to each City comment by using the Adobe “Reply” functionality. Please note that you

will need to select “Publish” to upload your replies to the ePlan on the Adobe Cloud.

� Update and make all the required corrections to the previously submitted ePlan set of drawings.

� Prepare your drawings and all supplemental documents as described in the ePlan Requirements for

Electronic Plans.

� All revisions and changes between each successive submittal shall be clearly indicated and clouded.

� A complete set of the corrected ePlan drawings that contains all of the sheets is required. A partial

submittal of individual sheets is not permitted unless each affected review discipline has provided

prior approval.

� Complete the Plan Submittal Form and include within the supplementary information file as described in

the next step.

� Create an Acrobat portfolio of all the supplementary documentation if required. Alternatively, a zipped

file containing each supplemental document may be submitted. Do not combine all of the supplementary

information into one pdf file.

� Name the ePlan drawings using the following format: <permit application number>-<submittal round>-

<PLANS>

� 1301-001-SUB1-PLANS

� 1301-001-SUB2-PLANS

� Name the supplementary information using the following format: <permit application number>-

<submittal round>-<SUPP>

� 1301-001-SUB1-SUPP

� 1301-001-SUB2-SUPP

� Upload the new ePlan drawing set and supplementary information to the City of Mercer Island FTP web

site here: https://sftp.mercergov.org.

� After the drawings have been uploaded, the City will verify the submittal is complete.

� Incomplete resubmittal:

� You will receive an email stating the submittal is incomplete, and give the reasons for the

rejected submittal that will need to be resolved prior to resubmittal.

� Correct the deficiencies and resubmit.

� Complete resubmittal:

� The project timeline starts from receipt of submittal. See Plan Review Target Times for the

estimated time frame between a complete application and the receipt of the ePlan Review

comments.

� The resubmitted ePlan is uploaded to Adobe Cloud for review. The previously submitted

ePlan file remains on the cloud for reference by the reviewers.

� The ePlan Review and Response and Resubmittal stages repeat until all City comments are satisfactorily

resolved and the project is approved.

Page 6: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions

5 ePlan Approval and Permit Issuance Stage | Applicant Instructions

EPLAN APPROVAL AND PERMIT ISSUANCE STAGE

Congratulations! Construction is almost ready to begin. You have successfully navigated your way through the permitting process. Just a few more steps and the permit

will be in your hand.

� You will receive an email notification that your project has been approved with attachments containing

permit document and the invoice for remaining fees due.

� Sign and return the permit document.

� Submit payment in person or by mail to:

Mercer Island City Hall

ATTN: CST ePlan Review

9611 SE 36th

Street

Mercer Island, WA 98040

� Reference your Permit Application Number on your check.

� Once payment has been received, an email receipt for fees paid will be sent as well as

instructions for downloading the approved drawings from the City of Mercer Island FTP

site.

� Your will receive instructions on how to download the approved set of ePlans.

� Each sheet of the approved drawings will bear a City approval stamp.

� Any changes to the drawings, insertions or deletions may require you to apply for a

revision to the permit.

� You are required to print at least one copy of the approved ePlan drawings that must be kept on-

site at all times.

� The approved ePlans must be printed in water resistant ink.

� The printed set of approved ePlans must be protected and maintained in good condition.

Page 7: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions

1 ePlan Preparation Stage | Applicant Instructions

The City of Mercer Island ePlan review process is a greener, more economical and streamlined plan review process that helps reduce turnaround

times and misunderstandings during the plan review process. This user guide for the applicant is a compilation of the steps required for submittal. It

may appear somewhat daunting at first glance but is really a relatively straightforward process. If you have any questions on the process, please

contact Paul Skidmore at 206.275.7718.

EPLAN PREPARATION STAGE

To ensure a complete submittal as well as to control and track ePlan documents, a submittal process is necessary. This section itemizes the Initial

ePlan file naming and file consolidation requirements, as well as the document organization and legibility requirements.

� Complete the applicable Permit Forms

� Plan Submittal Form.

� Permit Application.

� Single Family Plan Cover Sheet.

� Site Development Worksheet.

� Others as necessary.

� Prepare your drawings and all supplemental documents as described in the ePlan Requirements for

Electronic Plans

� Correct document orientation.

� Minimum resolution and text size for legibility.

� Bookmark all drawing sheets.

� Create an Acrobat portfolio of all the supplementary documentation. Alternatively, a zipped file containing

each supplemental document may be submitted. Do not combine all of the supplementary information into

one pdf file.

� Name the drawings using the following format: <project address>-<PLANS> i.e. 9611 SE 36th

ST-PLANS. Refer

ePlan File Naming Convention.

� Name the supplemental documentation using the following format: <project address>-<SUPP>, i.e. 9611 SE

36th

ST-SUPP. Refer ePlan File Naming Convention.

� If the street is unknown or currently unassigned, the parcel number for the site may be substituted for

project address, i.e. PN83002001-PLANS.

� Login to the City of Mercer Island web site here: http://sftp.mercergov.org

� User Name is “guest”.

� Password is “eplan”.

� Navigate to the Inbox and create a folder with the project address (or parcel number if the address is

unavailable).

� Upload the two files (PLANS and SUPP) into the newly created folder.

� The City of Mercer Island will be automatically notified of the submission and you will receive an email

notification within one working day that confirms receipt of the submission and will include your assigned

permit application number and permit application fees due.

� Submit payment in person or by mail to:

Mercer Island City Hall

ATTN: CST ePlan Review

9611 SE 36th

Street

Mercer Island, WA 98040

� Reference your Permit Application Number on your check.

� Payment must be received within 10 working days or the application will be suspended.

� Once payment has been received, an email receipt for fees paid will be sent.

Page 8: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions

2 ePlan Submittal Stage | Applicant Instructions

EPLAN SUBMITTAL STAGE

Below are the steps to for an initial submittal. The Intake Screening process is intended to shorten the overall permit review process by reducing or

eliminating the number of review rounds. The best way to ensure a speedy plan review and approval is to ensure all the information necessary for a

complete plan review has been included in the submittal. More information is better than too little.

� Depending on the size and complexity of the submittal, an Intake Screening by City staff to verify whether

submitted drawings and supplemental information are sufficient to perform a complete ePlan review may

be required.

� Greater than 500 square feet of additional floor area.

� $100,000 permit valuation or greater.

� If an Intake Screening is required, City staff will perform an electronic Intake Screening the Tuesday

following receipt of submittal.

� An email notification stating whether your submittal is complete or incomplete will be sent once the Intake

Screening has been performed.

� Incomplete submittals:

� You will receive an email that itemizes the submittal deficiencies. This information must be

resolved and incorporated into a new submission (including any supplemental information as

applicable) and uploaded to the City of Mercer Island FTP site.

� A complete set of drawings is required. Individual or separate drawing sheets are not be

acceptable and will be rejected.

� All submitted documents must conform to the requirements in the ePlan Preparation

Stage previously outlined.

� Name the resubmitted ePlan drawings using the following format: <permit application number>-

<intake round>-<PLANS>. Refer ePlan File Naming Convention.

� 1301-001-INTAKE2-PLANS

� 1301-001-INTAKE3-PLANS

� Name the resubmitted ePlan drawings using the following format: <permit application number>-

<intake round>-<PLANS>. Refer ePlan File Naming Convention.

� 1301-001-INTAKE2-SUPP

� 1301-001-INTAKE3-SUPP

� As previously described, upload the completed file(s) to the "Inbox" of the City of Mercer Island FTP

site at https://sftp.mercergov.org.

� The Intake Screening process repeats until City staff determines that the submittal is complete.

� Complete submittals:

� You will receive an email that your application is complete and has been accepted for review.

� Plans are not officially accepted until the Intake Screening has determined the submission

comprises a complete application. See Plan Review Target Times for the estimated time frame

between a complete application and your receipt of the initial ePlan Review comments.

Page 9: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions

3 ePlan Formal Review Stage | Applicant Instructions

EPLAN FORMAL REVIEW STAGE

The ePlan Review process begins once your application is determined to be complete. The ePlans are reviewed for conformance with regulations

pertaining to five separate disciplines as applicable to the scope of the project: Tree review, Fire review, Land Use review, Civil Engineering review,

and Building review. The plans are uploaded to MIePlan Cloud where each discipline “publishes” review comments for your perusal and response.

After each review discipline has completed their respective reviews, reply to each of the published comments indicating how the issue has been

resolved and make any necessary changes the ePlans. Upon completion, upload the new, revised set of drawings as well as any supplemental

information to the City of Mercer Island FTP site for further review.

� After Intake Screening acceptance, you will receive an email from the City with a link to the ePlan location.

� Clicking on the emailed link will take you directly to the MIePlan Cloud where your ePlan is located.

� This link can be emailed to anyone for their input or replies, i.e. consultants, contractors, etc.

� The initial use of the MIePlan Cloud will require you to enter a User Name and Password. Enter

eguest for the User Name, and @mercer123 for the Password.

� Each ePlan review discipline will publish their comments directly onto the ePlan set located on the MIePlan

Cloud.

� Each review discipline will send you an email notification when the ePlan review for their respective

review discipline is complete.

� Do not expect any response to your replies until a complete, corrected set of drawings have been

uploaded to the Mercer Island FTP site and all of the correction comments on the ePlan have been

replied to.

� You can track the status of your plan review within the "Status" section at MyBuildingPermit.com as well as

with the Acrobat tracker.

� Reply to the comments directly by right clicking on each comment, selecting “Reply” and enter your

response in dialog box that appears.

Page 10: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions

4 ePlan Reply and Resubmittal Stage | Applicant Instructions

EPLAN REPLY AND RESUBMITTAL STAGE

The ePlan Response and Resubmittal Stage allows you to reply to each of the review discipline’s comments directly to the ePlan drawings stored on the

MIePlan Cloud. After all of the comments have been resolved, a new, complete set of ePlan drawings and any additional supplementary information (if

required) is uploaded to the City of Mercer Island FTP site, at which time the resubmittal timeline begins. The previous ePlan with the City comments

and your replies remains on the MIePlan Cloud and is an ongoing record of the previous correction rounds.

� Review and reply to each City comment by using the Adobe software “Reply” functionality. Please note that

you will need to select “Publish” button located in the upper right hand corner of the screen to upload your

replies to the ePlan on the MIePlan Cloud.

� Update and make all the required corrections to the previously submitted ePlan set of drawings.

� Prepare your drawings and all supplemental documents as described in the ePlan Requirements for

Electronic Plans.

� All revisions and changes between each successive submittal shall be clearly indicated and clouded.

� A complete set of the corrected ePlan drawings that contains all of the sheets is required. A partial

submittal of individual sheets is not permitted unless each affected review discipline has provided

prior approval.

� Complete the Plan Submittal Form and include within the supplementary information file as described in

the below.

� Create an Acrobat portfolio of all the supplementary documentation. Alternatively, a zipped file containing

each supplemental document may be submitted. Do not combine all of the supplementary information into

one pdf file.

� Name the ePlan drawings using the following format: <permit application number>-<submittal round>-

<PLANS>. Refer ePlan File Naming Convention.

� 1301-001-SUB1-PLANS

� 1301-001-SUB2-PLANS

� Name the supplementary information using the following format: <permit application number>-<submittal

round>-<SUPP>. Refer ePlan File Naming Convention.

� 1301-001-SUB1-SUPP

� 1301-001-SUB2-SUPP

� Upload the new ePlan drawing set and supplementary information to the City of Mercer Island FTP web site

here: https://sftp.mercergov.org.

� After the drawings have been uploaded, the City will review the submittal for completeness within two

working days and a acceptance or rejection email to the designated contact. If you do not receive this email

please contact CST.

� Incomplete resubmittal:

� You will receive an email from CST stating the submittal is incomplete, and give the

reasons for the rejected submittal that will need to be resolved prior to resubmittal.

� Correct the deficiencies and resubmit.

� Complete resubmittal:

� You will receive an email from CST stating the submittal is complete

� The project timeline starts from receipt of submittal. See Plan Review Target Times for the

estimated time frame between a complete application and the receipt of the ePlan Review

comments.

� The resubmitted ePlan is uploaded to MIePlan Cloud for review. The previously submitted

ePlan file remains on the cloud for reference by the reviewers.

� The ePlan Review and Response and Resubmittal stages repeat until all City comments are satisfactorily

resolved and the project is approved.

Page 11: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions

5 ePlan Approval and Permit Issuance Stage | Applicant Instructions

EPLAN APPROVAL AND PERMIT ISSUANCE STAGE

Congratulations! Construction is almost ready to begin. You have successfully navigated your way through the permitting process. Just a few more steps

and the permit will be in your hand.

� You will receive an email notification that the plans have been approved with attachments containing

permit document and the invoice for remaining fees due.

� Sign and return the permit document.

� Submit payment in person or by mail to:

Mercer Island City Hall

ATTN: CST ePlan Review

9611 SE 36th

Street

Mercer Island, WA 9804

� Reference your Permit Application Number on your check.

� Once payment has been received, you will be sent an email receipt for fees paid as well as instructions for

downloading the approved drawings from the City of Mercer Island FTP site.

� Each sheet of the approved drawings will bear a City approval stamp.

� Any changes to the drawings, insertions or deletions may require you to apply for a revision to the

permit.

� You are required to print at least one copy of the approved ePlan drawings that must be kept

onsite at all times.

� The approved ePlans must be printed in water resistant ink.

� The printed set of approved ePlans must be protected and maintained in good condition

Page 12: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions

6 ePlan Post Permit Revision Stage | Applicant Instructions

EPLAN POST PERMIT REVISION STAGE

After a permit has been issued, any revisions to the approved to the of ePlan documents must adhere to the following guidelines. Please note that except for very minor

revisions and deferred submittals, all ePlan permitted projects with revisions must be submitted electronically. No mixing and matching of paper and electronic plan reviews

is permitted.

� Prepare a completed set of REVISED drawings and identify all changes with revision clouds and/or markers.

� Prepare other revised supplemental documents

� Plan Submittal Form

� REVISED Plans

� REVISED calculations

� REVISED geotechnical reports

� Other REVISED permit documents as necessary to fully describe the scope of work.

� Name the ePlan drawings using the following format: <permit application number>-<submittal round>-

<PLANS>. Refer ePlan File Naming Convention.

� 1301-001-REV1-SUB1-PLANS

� 1301-001-REV2-SUB1-PLANS

� Name the supplementary information using the following format: <permit application number>-<submittal

round>-<SUPP>. Refer ePlan File Naming Convention.

� 1301-001-REV1-SUB1-SUPP

� 1301-001-REV2-SUB2-SUPP

� Follow the procedure set forth in the ePlan Permit Review and ePlan Reply and Resubmittal Stages

outlined above.

Page 13: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN FILE FORMAT REQUIREMENTS Applicant Instructions

1 ePlan Preparation Stage | City of Mercer Island

To ensure a speedy and accurate review, minimum document formatting requirements are necessary and outlined below. If the

submittal does not meet these minimum requirements, your project may be returned and no review will be performed. Please call

DSG if you have any questions regarding these formatting requirements.

EPLAN PREPARATION STAGE

To meet state requirements and ensure an accurate review and legible documents are submitted, the following details the minimum ePlan file

format requirements.

� Complete all applicable Permit Forms

� Plan Submittal Form.

� Permit Application.

� Single Family Plan Cover Sheet.

� Site Development Worksheet.

� Others as necessary.

� Combine all Permit Forms, Structural Calculations, Geotechnical Information, etc. into a single Acrobat

Portfolio. Alternatively, all supplemental information can be archived into a single zip file readable by

Microsoft Windows.

� Prepare drawing sheets to the following specifications:

� Create full size PDF drawings. Do not reduce a D size sheet to a letter size document for instance.

Minimum sheet size is ANSI B (11” x 17”). Maximum sheet size is ARCH E (36” x 42”).

� The minimum document resolution is 200 dots per inch (DPI) and the submittal will be rejected if

submitted below this threshold. The suggested resolution for ePlan drawings is 300 dots per inch

(DPI).

� All fonts used shall be legible with a minimal font size of 10 point.

� Though not a requirement, retaining the CAD layering system during the creation of the PDF is

suggested. This helps streamline the review process.

� And of course, drawings shall be complete and clearly define the scope of work for the project. This

includes complete and accurate dimensioning, coordinated drawings between disciplines, and fully

detailed drawings, etc. Standard details that are not applicable to the project must be removed

from the set or otherwise noted as not applicable.

Page 14: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN FILE FORMAT REQUIREMENTS Applicant Instructions

2 ePlan Preparation Stage (continued) | City of Mercer Island

EPLAN PREPARATION STAGE (CONTINUED)

� Combine all drawings sheets into one Portable Document Format (PDF) ePlan file compatible with Adobe

Acrobat v9.0 or earlier.

� All sheets shall be oriented that the top of the page is always at the top of the computer monitor.

� The sheets shall be organized and numbered following typical CSI construction document

standards.

� Ensure that no Acrobat security settings (password, signatures and certificate policies) are applied

to the document(s). Reviewers must have the ability to create mark-ups and notes, insert, remove

and relocate sheets, and have full control over the documents. At permit issuance, the approved

drawings will be password secured prior to issuance.

� All sheets shall be bookmarked with sheet number and sheet description for every required

submission. See Figure 1 below.

� Scanned Documents:

� Documents which are only available in a paper format should be scanned at a resolution which

ensures the pages are legible on both a computer screen and when printed.

� Scanned documents shall be a minimum of 200 DPI and a maximum of 300 DPI to balance legibility

and file size.

� Refer to guidelines above for additional requirements.

� Name the drawings using the following format: <project address>-<PLANS> i.e. 9611 SE 36th

ST-PLANS. Refer

ePlan File Naming Convention.

� Name the supplemental documentation using the following format: <project address>-<SUPP>, i.e. 9611 SE

36th

ST-SUPP. Refer ePlan File Naming Convention.

� If the street is unknown or currently unassigned, the parcel number for the site may be substituted for

project address, i.e. PN83002001-PLANS.

Upon submittal, the City of Mercer Island staff shall verify all required permit information has been submitted in the

proper format. An application will not be formally accepted until this process has been completed.

FIGURE 1

Page 15: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD File Naming Convention for the Applicant

1 Initial Submittal | City of Mercer Island

An efficient and consistent file naming convention is necessary to correctly categorize and track cloud based projects. Storage, retention and archive retrieval is relies on a standard File Naming Convention.

INITIAL SUBMITTAL When you initially upload the ePlan drawings and supplementary information to the Mercer Island FTP site, no permit number is yet assigned to the project. The uploaded files use the project address or the parcel number to differentiate between submittals. For a complete overview of the Cloud based review process, see the Cloud Review Process for the Applicant.

� Only two (2) files should be uploaded: ePlan Drawings.

Contains all the information for all the disciplines as necessary to fully describe the project scope and code compliance.

For larger, commercial level projects, the disciplines may be combined into an Acrobat Portfolio with permission from CST.

Supplemental Information. All of the permit forms, calculations, worksheets, reports are included in one supplemental

file. Each file shall be incorporated into a single Acrobat Portfolio or zip file. Each file is required to have a descriptive file name.

� Naming convention for the initial submittal: <project address>-PLANS

9611 SE 36TH ST-PLANS <project address>-SUPP

9611 SE 36TH ST-SUPP � Provide parcel number in lieu of the project address where address is unknown. Prepend the file name

with <PN> <PN><parcel number>-PLANS

PN12239991-PLANS <PN><parcel number>-SUPP

PN12239991-SUPP

Page 16: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD File Naming Convention for the Applicant

2 Intake Screening Resubmittal | City of Mercer Island

INTAKE SCREENING RESUBMITTAL Once the documents have been received by the City, your project will be issued a permit application number and may be routed for an Intake Screening to ensure submittal completeness. If any information required for a complete review is missing, you will be informed by CST, and you may need to resubmit a complete set of ePlans, Supplemental Information, or both following the naming convention below.

� The ePlan drawing files are named with following the convention of <permit application number>-INTAKE<submittal#>-PLANS

The second submittal: 1309-001-INTAKE2-PLANS. The third submittal: 1309-001-INTAKE3-PLANS. The “nth” submittal: 1309-001-INTAKEn-PLANS.

� The supplemental files are named with following the convention of <permit application number>-INTAKE<submittal#>-SUPP

The second submittal: 1309-001-INTAKE2-SUPP. The third submittal: 1309-001-INTAKE3-SUPP. The “nth” submittal: 1309-001-INTAKEn-SUPP.

Page 17: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD File Naming Convention for the Applicant

3 Formal Review Resubmittal | City of Mercer Island

FORMAL REVIEW RESUBMITTAL Once the drawings have been accepted for intake, the Formal Review process begins. If any corrections require a resubmittal, please follow the naming convention below.

� The ePlan drawing files are named with following the convention of <permit application number>-SUB<submittal#>-PLANS

The second submittal: 1309-001-SUB2-PLANS. The third submittal: 1309-001-SUB3-PLANS. The “nth” submittal: 1309-001-SUBn-PLANS.

� The supplemental files are named with following the convention of <permit application number>-SUB<submittal#>-SUPP

The second submittal: 1309-001-SUB2-SUPP. The third submittal: 1309-001-SUB3-SUPP. The “nth” submittal: 1309-001-SUBn-SUPP.

Page 18: Cloud Based Plan Review Process (Applicant) Process (Applicant) 1_2.pdfEPLAN REVIEW PROCESS ON THE CLOUD Applicant Instructions 2 ePlan Submittal Stage | Applicant Instructions EPLAN

EPLAN REVIEW PROCESS ON THE CLOUD File Naming Convention for the Applicant

4 Revision submittal | City of Mercer Island

REVISION SUBMITTAL After permit issuance, upload revisions to the ePlan project to the Mercer Island FTP site as described in Cloud Review Process for the Applicant using the following naming convention:

� Each revision to the ePlan drawing files are named following the convention of <permit application number>-REV<revision#>-SUB1-PLANS

The first revision: 1309-001-REV1-SUB1-PLANS. The second revision: 1309-001-REV2-SUB1-PLANS. The “nth” revision: 1309-001-REVn-SUB1-PLANS.

� Each revision to the initial supplemental files are named with following the convention of <permit application number>-SUB1-SUPP

The first revision: 1309-001-REV1-SUB1-SUPP. The second revision: 1309-001-REV2-SUB1-SUPP. The “nth” revision: 1309-001-REVn-SUB1-SUPP. Include review due date in the body of the text

� Each revision is subject to a Formal Review, and if any corrections require a resubmittal, the following naming convention applies. Please note, the initial revision is used as an example below. Additional revisions would be incremented as described above:

The resubmitted ePlan drawing files are named following the convention of <permit application number>-REV<revision#>-SUB<submittal#>-PLANS

The second submittal: 1309-001-REV1-SUB2-PLANS. The third submittal: 1309-001-REV1-SUB3-PLANS. The “nth” submittal: 1309-001-REV1-SUBn-PLANS.

The supplemental files are named with following the convention of <permit application number>-INTAKE<submittal#>-SUPP

The second submittal: 1309-001-REV1-SUB2-SUPP. The third submittal: 1309-001-REV1-SUB3-SUPP. The “nth” submittal: 1309-001-REV1-SUBn-SUPP.