applying for permits & uploading files - city of baltimore

16
1 Applicant User Guide Version 1 – June 1, 2012 Applying For Permits & Uploading Files e‐Plans Review is a web‐based solution that will allow building plans to be submitted electronically, improve the plan review cycle, reduce costs associated with obtaining residential and commercial building permits, as well as support green initiatives. In addition to this User Guide, please refer to the instructions provided in the electronic forms (eForms) and help menus in the e‐Plans Review System for further assistance.

Upload: others

Post on 12-Sep-2021

5 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Applying For Permits & Uploading Files - City of Baltimore

1

ApplicantUserGuideVersion1–June1,2012

ApplyingForPermits&

UploadingFiles

e‐PlansReviewisaweb‐basedsolutionthatwillallowbuildingplanstobesubmittedelectronically,improvetheplanreviewcycle,reducecostsassociatedwithobtainingresidentialandcommercial

buildingpermits,aswellassupportgreeninitiatives.InadditiontothisUserGuide,pleaserefertotheinstructionsprovidedintheelectronicforms(eForms)

andhelpmenusinthee‐PlansReviewSystemforfurtherassistance.

Page 2: Applying For Permits & Uploading Files - City of Baltimore

2

ContentsBeforeYouBegin: .........................................................................................................................................3

E‐PlansSummaryExhibit: .........................................................................................................................3

DrawingFileStandards:............................................................................................................................3

AcceptedDrawingFileFormats............................................................................................................3

DrawingFileOrientation: .....................................................................................................................4

DrawingFileNamingConvention: ........................................................................................................4

SheetIndex:..........................................................................................................................................5

AreaonDrawingsforCity’sElectronic“PermitApprovedStamp” ......................................................5

Usingthee‐PlanReviewSystem: .................................................................................................................5

OnlineBuildingPermitApplication ......................................................................................................5

E‐PlansReviewSystemInstructions .....................................................................................................6

Log‐intoE‐PlansReviewSystemtheFirstTime(IMPORTANT!) ..........................................................6

UploadingFiles: ....................................................................................................................................7

SupportingDocs(FromApplicant)folder:............................................................................................9

Exhibits .......................................................................................................................................................11

e‐PlansReviewEligibilityList..............................................................................................................12

FileNamingConventions‐Exhibits ....................................................................................................13

SpaceRequiredforCity’sElectronicStamp–Exhibit.........................................................................16

Page 3: Applying For Permits & Uploading Files - City of Baltimore

3

BeforeYouBegin:Pleasecompletethefollowingpriortogettingstarted:

1. BeforeApplyingOnline:

a. Reviewthe“E‐PlansSummary”exhibittounderstandtherequirementsforsignaturesandsealsandtheoverallprocess.

2. Beforeuploadingdocuments:

a. Carefullyreviewthe“DrawingFileStandards”sectionbelowregarding:i. fileformatsii. fileorientation

iii. filenamingconventioniv. theimportanceofthesheetindexv. providingtherequiredspacetheCity’sElectronicApprovalStamp.

E­PlansSummaryExhibit: ASummaryofe‐PlansReviewProcessExhibitisavailablefordownloadonbaltimorehousing.org.

Thisexhibitprovidesageneraloverviewofthee‐PlanReviewworkflowprocessandadetailed

summaryofeachstep.ItalsoincludesimportantdetailsregardingtheStateofMarylandrequirementsfordesignersealsandsignaturesandhowtheserequirementswillbemetinthee‐PlanReviewSystem.

DrawingFileStandards:Standardsallowforefficientcommunicationwithinthee‐PlanReviewSystem.Applicantsmust

followthefilenamingconventions,filestorageprotocol(usingtheproperfoldersinthesystem),providingfilesintheappropriateformatandorientation,andallowingspacefortheCity’sApprovalStampstoallowthesystemtofunctionasdesigned.

AcceptedDrawingFileFormatsOnlytwo‐dimensional(2D)PDFdrawingfileswillbeacceptedforE‐PlansReview.

IMPORTANT:EachdrawingfileshouldbesubmittedasasinglePDFfile.Multi‐page

PDFdrawingfileswillnotpassthePre‐ScreenReviewstep.

CADsoftware(likeAutoCadandMicroStation)iscommonlyusedtocreatedrawingfiles.FilescreatedfromCADsystemsshouldbesavedinaVectorPDFformat.ThiscanbedoneinAutoCADusingtheAutodeskVectorGraphicConverter“DWGtoPDF.pc3”

plotterdriver.See“PlotterConfigurationEditor”screenshotbelowforclarification.

Page 4: Applying For Permits & Uploading Files - City of Baltimore

4

Priortouploading,confirmthatthePDFfileappearswiththe

appropriatelineweightsandcolorsthatwouldbeexpectedifthesamedocumentwerebeing

submittedasapapercopy(i.e.proposedlinesareheavyanddarkandexistinglinesare

shaded.)ChangingthebackgroundtograyscalepriortosavingasavectorPDFfilemaybe

necessarytoensurelegibilitybutcolorfileswillbeaccepted.

Ifdrawingshavetobescannedfrompapercopiesforsubmittal,opticalcharacterrecognition

(OCR)mustbeenabledineachelectronicfile.Thisisnecessarysothefilecontentwillbe

searchable.

DrawingFileOrientation:EachPDFdrawingfilemustbesavedsothatitopensintheappropriateorientation(landscapeorportrait).

FilesthatarenotrotatedtotheappropriateorientationwillnotpassthePre‐ScreenReviewstep.

DrawingFileNamingConvention:Itiscriticalthatallpartiesareabletoquicklynavigateandfindtheappropriateinformationwhentheelectronicdrawingfilesaresubmitted.

ApplicantsmustfollowthefilenamingconventionaspostedonBaltimoreHousing.organdattachedasExhibit1tothisdocument.

IMPORTANT:CorrectedorreviseddrawingfilesmusthavetheEXACTSAMEFILE

NAMEastheoriginalsubmittalwhentheyarere‐submitted.

Page 5: Applying For Permits & Uploading Files - City of Baltimore

5

SheetIndex:AsnotedintheFileNamingConventionExhibit,anindexlistingalldrawingsmustbeincludedalongwithallotherinformationrequiredbytheCityontheCoverSheet.

Thesheetindexmustincludeallplans(BuildingandSitePlans)withuniquetitledesignationsforeachsheet.Example:“A002‐SecondLevelFloorPlan.”

AreaonDrawingsforCity’sElectronic“PermitApprovedStamp”AsoutlinedintheSummaryofe‐PlansReviewProcessExhibit,anelectronicstampwillbeappliedtothePermitReviewSetwhen(1)allfeesarepaidand(2)thesignedversion

ofthe“SIGNATUREREADYSET”hasbeenreceived.Applicantsmustprovidea4”x4”blankareainthelowerrightcornerofeverydrawingwherethe“PERMITAPPROVEDSTAMP”canbeapplied.

Anexhibitshowingtheexactlocationwherethestampwillbeappliedisavailablefor

downloadonBaltimoreHousing.org:ApprovalStampspacerequirement

Usingthee­PlanReviewSystem:

OnlineBuildingPermitApplicationAsoutlinedintheSummaryofe‐PlansReviewProcessExhibit,ApplicantshavetheoptionofcompletingtheirapplicationsonlinewithoutvisitingtheOneStopPermitCenter.ThePlans

ExaminingStaffisalsoavailabletosupportapplicantswhowishtocompletetheonlineapplicationatoneofthetwokioskslocatedat417E.FayetteStreet(Room100).

TheonlineapplicationisONLYavailableforpermittypesthatrequireplansasoutlinedinthe“e‐PlansEligibility”exhibit.

Theonlineapplicationcanbeaccessedfromthelinksonbaltimorehousing.orgorthelinksbelow:

SignUpforNewAccount (tosignupforanewaccount)

Login (ifyouhaveappliedforapermitpreviouslyandwanttousethesameaccounttomanagemultipleprojects)

Helpfulinstructionalvideosforeachstepoftheonlineapplicationprocessareavailableby

clickingonthe button.

Also,hoveringoveranyfieldintheonlineapplicationwilltriggerapop‐upmessageprovidinginstructionsaboutthecontentexpectedinthatfield.

Page 6: Applying For Permits & Uploading Files - City of Baltimore

6

E­PlansReviewSystemInstructionsThefollowinginstructionsarealsoavailable(withoutscreenshots)intheinvitationemailyoureceivefromeplans@baltimorecity.govthefirsttimeyouapplyforaBuildingPermitonline.

BeforeloggingintotheE­PlansReviewSystemforthefirsttime

Youarestronglyencouragedto:

1. Reviewthe“Summaryofe‐PlansReviewProcessExhibit”postedonBaltimoreHousing.orgtounderstandthee‐PlanReviewprocesstherequirementsforsignaturesandseals.

2. Carefullyreviewthe“DrawingFileStandards”sectionofthee‐PlanReview

ApplicantGuide(thisdocument)postedonBaltimoreHousing.orgwhichexplainsspecificrequirementsfor:(1)fileformatsandorientation(2)filenamingconventionand(3)aspecificarearequiredineachdrawingfilefortheCity’sElectronicApprovalStamp.

Log­intoE­PlansReviewSystemtheFirstTime(IMPORTANT!)1. Thee‐PlanReviewSystemrequiresthatyouuseInternetExplorer6.0orlater.

Otherbrowsers(Chrome,Safari,Mozilla,etc.)willnotwork.

2. Pop‐upBlockerinInternetExplorermustbedisabled.ThissettingcanbechangedintheInternetExplorer“Options”menu.IfyouhaveaGoogleToolbarinInternetExplorer,youwillalsoneedtodisablethepop‐upblockerinthattoolbar.Alternatively,youmayaddhttp://eplans.baltimorecity.govtothe“AllowedSite”inthePop‐upBlockersettings.

3. BeforeLoggingintotheE‐PlansReviewSystemforthefirsttimefromanycomputer,youmustinstallthe“ProjectDoxComponents”onthatcomputer.These“ActiveXControl”componentsarerequired:youwillnotbeabletouploadfilesorviewfilesifyouhavenotloadedthemonyourcomputerpriortologgingintothesite.Thelinktoload“ProjectDoxComponents”canbefoundatthebottomofthee‐PlanReviewLoginpagethatopenswhenyouclickonthe“LogintoProject”linkfromtheinvitationemail.

Page 7: Applying For Permits & Uploading Files - City of Baltimore

7

UploadingFiles:1. Logintothee‐PlanReviewSystemusingthe“LogintoProject”linkinthetable

providedintheinvitationemailfromthee‐PlansReviewSystem.

2. Youwillbepromptedcompeterequiredprofileinformationthefirsttimeyoulogin.

3. Whentheprofileinformationiscomplete,clickonthe“Save”buttonandyouwillbetakentothe"Projects"pagewhichwilllistallofyourcurrentprojects(seeexamplebelow).

4. ClickonthelinkwithyourPermitNumbertoopentheProjectwhereyouwill

uploadfiles.

5. Clickonthe“+”signnexttothe“PermitReviewSet”folder.Thiswillexpandthefolderandgiveyouaccesstotwofolders:“BuildingPlans”and“SitePlans.”Clickonthelinkfortheappropriatefoldertouploadyourplans.Forexample;UploadallCivil/SiteDrawingsinthe“SitePlan”folderandallBuildingDrawingsinthe“BuildingPlans”folder.

ExpandFolderstoSeeSitePlansandBuildingPlansFoldersandthenclickontheappropriatefolderforthedocumentsyouwishtoupload.

Page 8: Applying For Permits & Uploading Files - City of Baltimore

8

6. Clickthe"UploadFiles"buttonandfollowtheinstructionstouploadyourdrawingfiles.(NOTE:PleasemakesureyouhavereviewedandcomplywiththeDrawingStandardsportionofthee‐PlanReviewApplicantGuidebeforeuploadingfiles.)

UploadFilesButton

ChoosehowyouwanttosearchforthefilestobeuploadedBrowsetoselecttheappropritefiles.AfterselectingclickonUploadNow

Page 9: Applying For Permits & Uploading Files - City of Baltimore

9

Ifallfilesareintheappropriatefolders,choose“UploadCompleter/NotifyPlansExamining”

Ifyouneedtoaddfilestootherfolders,click“Close”andselecttheappropriatefolderfortheotherfoldersandfollowsteps5&6untilalldrawingfileshavebeenuploaded.

SupportingDocs(FromApplicant)folder:Uploadingfilestothe“SupportingDocs(fromApplicant)”folderwillfollowthesameprocessasoutlinedabove.Thisfolderisintendedtocontainreports,photos,sketches,calculationsorotherfilesthatmaysupportthereviewprocessbutarenotpartofthe“PermitReviewSet”ofdrawingfiles.Pleasenotethefollowing:

1. Mostcommonfileformats(MicrosoftOffice,andpdf)canbeuploaded

tothisfolderbutpdfformatispreferableinmostcases.Textinallfilesmustbesearchable.

2. Whilepdffilesarepreferred,editablefileformatsmaybesavedinthe

“SupportingDocs(fromApplicant)”folder.OnepossibleexamplewherethismaybedesiredisifacommentresponsespreadsheethasbeencreatedbytheApplicantandareviewermightneedtorespondtoitemsinthesamespreadsheet.

3. Anylargedocumentswithmultiplesections(forexample,“Green

BuildingBinders(BCGBS)”),shouldbeconvertedtopfdformatandthefilecontentshouldbeindexedusingAcrobattohelpreviewersnavigatethroughvarioussectionsofthedocument.

4. Filesmaybeuploadedtothe“SupportingDocs(fromApplicant)”

throughoutthereviewprocess.ThisisasharedfolderwheretheApplicantcanprovidereviewerswithinformation(likeproposed

Page 10: Applying For Permits & Uploading Files - City of Baltimore

10

changestoplans)whiletheydonothaveuploadrightstomakethosechangesofficiallyinthe“PermitReviewSet.”(see“Summaryofe‐PlansReviewProcessExhibit”formoredetail.)

5. Filesuploadedtothe“SupportingDocs(fromApplicant)”folderwillnot

bepartofthePermitReviewSetandwillnotreceivethe“PermitApprovedStamp”whentheapplicationhasbeenapproved.

SupportingDocs(fromApplicant)

Page 11: Applying For Permits & Uploading Files - City of Baltimore

11

Exhibits

Page 12: Applying For Permits & Uploading Files - City of Baltimore

12

e­PlansReviewEligibilityList

Page 13: Applying For Permits & Uploading Files - City of Baltimore

13

FileNamingConventions­Exhibits.

Page 14: Applying For Permits & Uploading Files - City of Baltimore

14

Page 15: Applying For Permits & Uploading Files - City of Baltimore

15

Page 16: Applying For Permits & Uploading Files - City of Baltimore

16

SpaceRequiredforCity’sElectronicStamp–Exhibit.