applicant user's guide — eplan review 1 city of santa monica
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Applicant
User’s Guidee — ePlan Revview 1 City of Santa Monica, Califfornia
Applicant User’s Guide — ePlan Review 2 City of Santa Monica, California
ContentsPrerequisite ................................................................................................................................................... 4
System Requirements ............................................................................................................................... 4
ProjectDox Component Installation .......................................................................................................... 4
For Windows XP .................................................................................................................................... 4
For Windows Vista or Windows 7 ......................................................................................................... 4
Standards ...................................................................................................................................................... 6
Required Files ............................................................................................................................................ 6
File Naming Standards .............................................................................................................................. 6
Border Standards ...................................................................................................................................... 7
File Type Standards ................................................................................................................................... 7
Folder Structure ........................................................................................................................................ 8
Markup Name and Color Standards .......................................................................................................... 8
Login to ProjectDox ....................................................................................................................................... 9
ePlan Review Invitation ............................................................................................................................ 9
New Users ............................................................................................................................................. 9
Existing Users ...................................................................................................................................... 11
Uploading Files ........................................................................................................................................ 11
Security Timeout ..................................................................................................................................... 16
Prescreening ............................................................................................................................................... 17
Rejected .................................................................................................................................................. 17
Fees Due .................................................................................................................................................. 18
Prescreening Complete ........................................................................................................................... 19
Plan Resubmital .......................................................................................................................................... 20
Corrections Requested ............................................................................................................................ 20
(1) Review Cycle ........................................................................................................................... 22
(2) Consolidated department checklist ........................................................................................ 22
(3) Review Markups (click link to access markups) ...................................................................... 22
(4) Supporting attachments ......................................................................................................... 24
(5) Step 1 and Step 2 .................................................................................................................... 24
(6 & 7) Upload Links ............................................................................................................................ 24
(8) Resubmit Complete ....................................................................................................................... 25
Approval ...................................................................................................................................................... 26
Print Approved Plans .............................................................................................................................. 26
Applicant User’s Guide — ePlan Review 3 City of Santa Monica, California
Building Permit Issuance ......................................................................................................................... 26
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Applicant User’s Guide — ePlan Review 6 City of Santa Monica, California
StandardsStandards allow for easy identification of drawing by naming convention, vector file types in order to facilitate the most efficient review, color coding of comments for visual identification of departments and so on.
RequiredFiles1. An index of drawings must be included, generally on the title sheet (along with other
information required by the City’s checklist). 2. Cover Sheet – project cover sheet must be included in the submittal. 3. Index Sheet – project index sheet must include all plans with title designations. Example: A002‐
Second Level Floor Plan
FileNamingStandardsFilenames for drawings submitted through ePlan Review should include the first characters of the discipline name, followed by a 3‐digit sheet number.
PLAN FOLDER – Must be in Landscape View Only
A0.1‐ cover sheet A1.0 ‐ all site plans, incl. site demo plan, enlarged area site plans, etc. A2.0 ‐ demo plans, floor plans, RCPs, roof plans, furniture plans, floor finish plans A3.0 ‐ large scale sections A4.0 ‐ exterior elevations A5.0 ‐ enlarged plans and sections (stairs, and wall sections, for example) A6.0 ‐ details A7.0 ‐ door and window schedule and type sheets; could also include fixture and appliance schedules, etc. A8.0 ‐ interior elevations A9.0 ‐ control systems SURVEY Civil – C1.0; C1.1; C1.2; etc. Electrical – E1.0; E1.1; E1.2; etc. GN 1.0 – General Notes; GN 1.1 – General Notes, etc. Mechanical – M1.0; M1.1; M1.2; etc. Plumbing – P1.0; P1.1; P1.2; etc. Structural – S1.0; S1.1; S1.2; etc. Lighting Fire Protection Security / A/V Signage / Graphics Landscaping Interiors
DOC FOLDER – 8 ½’ by 11”
Alternate Method Title 24 Energy Soils Report Structural Calculations
Applicant User’s Guide — ePlan Review 7 City of Santa Monica, California
BorderStandardsCover Sheet Files
• The top middle of the cover sheet must be reserved for the City of Santa Monica electronic stamp. Please leave the top middle completely blank on all cover sheets.
o Dimensions 2” width x 2” height
All Drawing Files
• All Drawing Files MUST BE SAVED IN LANDSCAPE ORIENTATION. • The top middle of all drawings must be reserved for the City of Santa Monica electronic stamp.
Please leave the top middle completely blank on all drawings. o Dimensions 2” width x 2” height
FileTypeStandardsThe preferred Supporting Document file format is searchable PDF, but Word, Excel and other formats can be uploaded.
The only Plan Drawing file formats accepted by the City of Santa Monica are DWF, vector PDF and print‐ready DWG files. Multi‐page plans are not accepted, single pages are required.
AutoCAD software is commonly used to create drawing files. It is recommended that drawings created in AutoCAD are converted to Vector PDF by using the Autodesk Vector Graphic Converter “DWG to PDF.pc3 plotter driver.”
If drawings are electrical, mechanical, or plumbing/gas, confirm that only the trade lines are dark by changing the background to grayscale prior to saving as a vector PDF file.
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Applicant User’s Guide — ePlan Review 16 City of Santa Monica, California
7. Congratulations! You have successfully finished part one of submitting your plans electronically. Please logout after your session is complete. A notification has been sent to the Permit Specialist to start the prescreening process to determine if the submittal requirements have been met.
SecurityTimeoutDue to security and resource concerns, the system will automatically sign you out after 60 minutes of inactivity. When you are ready to resume working with the system, click any button on the screen. The system automatically loads the login page for you. You can also close the web browser window and reload the login page manually in a new browser window.
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