WSSC eplan Review DSD Applicant Guide 2 Revised

Transcription

1 Development Services Division (DSD) Applicant User Guide Version 11 6/18/2018 In addition to this user guide, please refer to the instructions provided in the electronic task forms (eforms) for further assistance. WSSC eplan Review DSD Applicant Guide 2 Revised

2 Contents Electronic Plan Submission... 5 Standards... 5 Required Files... 6 Electronic Plan Standards... 6 File Naming Standards Plans... 9 File Type Standards Digital Signatures Folder Structure Markup Name and Color Standards Login to WSSC eplan Review eplan Review Invitation New Users Existing Users New Version of eplan Review (ProjectDox 9.1) Effective 6/18/ Uploading Files Security Timeout Prescreening Acceptance Delete Files Project Status Change Notification and Plan Resubmit Review Requested Corrections (1) Review Markups (Changemarks) (2) Checkbox 1, 2, & (3) Uploaded Files (4) Resubmit Complete Plan Batch Stamped and Ready for Mylar Submittal Hydraulic Planning Analysis (HPA) System Extension Plans (SEP), Site Utility Plans (SU and MSU), Developer Relocation / Rehabilitation Plans (DRP) Submit Mylar(s) Signed Folder WSSC eplan Review DSD Applicant Guide 3 Revised

3 Construction Process Amendment to HPA Revisions to Approved Plans Release for Service ProjectDox Issues Uploaded PDF File Can t be viewed/read in ProjectDox, but can be viewed/read in Adobe APPENDIX A - HYDRAULIC PLANNING ANALYSIS (HPA) SKETCH DRAWINGS FOLDER DOCUMENTS FOLDER APPENDIX B - SYSTEM EXTENSION PLANS (SEP) DRAWINGS FOLDER DOCUMENTS FOLDER APPENDIX C - SITE UTILITY (SU) & MINOR SITE UTILITY (MSU) DRAWINGS FOLDER DOCUMENTS FOLDER APPENDIX D DEVELOPER RELOCATION/REHABILITATION PLANS (DRP) DRAWINGS FOLDER DOCUMENTS FOLDER WSSC eplan Review DSD Applicant Guide 4 Revised

4 Electronic Plan Submission The WSSC eplan Review system is a web-based solution for electronic plan review that will allow plans, drawings and documents to be submitted electronically, improve the plan review cycle, reduce costs associated with plan review, as well as support green initiatives. All new and existing project plan reviews for the WSSC Development Services Division (DSD) are to be submitted electronically to WSSC for review. Following are some DSD project/plan types: Hydraulic Planning Analysis (HPA) System Planning Forecast (SPF) System Extension Plans (SEP) Developer Relocation/Rehabilitation Plans (DRP) Site Utility System (SU) Minor Site Utility System (MSU) Note: All project/plan case applications for a new project/plan are to be made via the WSSC epermitting system. All project/plan reviews and plan submittals are to be made via the WSSC eplan Review system. To get started: 1. Register in WSSC epermitting system (if not already registered there). The epermitting link is located on WSSC website under Quick Links (wsscwater.com). 2. Login to the epermitting system and submit your project/plan case application (for new projects only). Your project/plan case application will be processed and review fees will be invoiced. Once fees have been paid in the epermitting system, your project/plan case will be created in the eplan Review system. 3. You will receive an invitation from the eplan Review system notifying you to start uploading plans into the eplan Review system. 4. Review the standards for your specific project type for how to name your drawing and document files, border spacing, acceptable file formats, etc. (See Standards section and Appendices in this guide.) Note: There is no registration in the eplan Review system. Access is by invitation only. The same address you have as a User ID in the epermitting system will be the same User ID in eplan Review system. Suggestion: Keep the passwords the same in both systems. Standards Standards 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. WSSC eplan Review DSD Applicant Guide 5 Revised

5 Required Files 1. Drawing Files all required drawings following WSSC standards for submission (along with other information required by the WSSC s checklist). Each page of the drawing shall be uploaded as a separate file. Note: File Name Length restriction is 50 characters including file extension characters (.pdf). Required drawings for various submittals are listed in the following Appendices. Appendix A Hydraulic Planning Analysis Project (HPA) Appendix B System Extension Project (SEP) Appendix C Site Utility (onsite) Plans (SU and MSU) Appendix D Developer Relocation/Rehabilitation Projects (DRP) 2. Supporting Document Files all other files that are required as part of the project submission but are not drawing files. Each document (may contain multiple pages) shall be uploaded as a separate file. Required documents for various submittals are listed in the following Appendices. These lists provide basic requirements, and may not include unique document requirements. Appendix A Hydraulic Planning Analysis Project (HPA) Appendix B System Extension Project (SEP) Appendix C Site Utility (onsite) Plans (SU and MSU) Appendix D Developer Relocation/Rehabilitation Projects (DRP) Electronic Plan Standards All Drawing Files NOTICE: Users of AutoCAD releases prior to 2009, may find difficulty importing and using (.dwt) the WSSC basesheet template files due to WSSC running AutoCAD release 2010 and newer. As a solution to this problem WSSC has posted the original AutoCAD (.dwg) 2010 files on the website which may be used in conjunction with Autodesk s freeware TrueView & TrueConvert program to create backwards compatible.dwg files. We have been able to verify that this translation process has worked successfully for consultants running AutoCAD versions 2007 and earlier. Please see this hyperlink for more information and to download Autodesk TrueView: Please use the hyperlink below for design examples: Hydraulic Planning Analysis (HPA) Color-Coded Sketches must be: Minimum sketch size is 22x34, single sheet, vector-based PDF, with layers. use WSSC HPA AutoCAD Basesheet Template (WSSC-HPA-SPF.dwt) for all Hydraulic Planning Analysis (HPA) sketch submittals and all System Planning Forecast (SPF) sketch submittals. WSSC eplan Review DSD Applicant Guide 6 Revised

6 use HPA Checklist for eplan Review use the WSSC AutoCAD Standard Layer Naming Convention (W&S Layer Requirements). Layers are required for all HPA and SPF sketch submittals. NOTE: The use of the WSSC AutoCAD Standard Layer Naming Convention is encouraged, but not required at this time. The above information is located on the WSSC website at wsscwater.com under Business & Construction / Development/Construction Services / Developers Forms & Fees / WSSC eplan Review. The stamp/signature block size and location is to exactly match the base template and must be left blank. System Extension (SEP Phase 2) drawings must be: 22x34 Plans: All sheets. Use the trim lines on the WSSC SEP Base Template (WSSC-DSG.dwt) when creating the PDF file from AutoCAD to ensure you have a 22x34 plan size. use WSSC SEP AutoCAD Basesheet Template (WSSC-DSG.dwt) for all system extension plan submittals. use SEP Phase 2 Design Checklist for eplan Review use the WSSC AutoCAD Standard Layer Naming Convention (W&S Layer Requirements). Layers are required for all system extension project plan submittals. NOTE: The use of the WSSC AutoCAD Standard Layer Naming Convention is encouraged, but not required at this time. use DSG Drafting Standards NOTE: Do not submit Color PDFs, the PDF should resemble a Black & White printed Drawing matching our CAD standards. The above information is located on the WSSC website at wsscwater.com under Business & Construction / Development/Construction Services / Developers Forms & Fees / WSSC eplan Review. The stamp/signature block size and location is to exactly match the base template and must be left blank. Site Utility drawings must be: 22x34 Plans: All sheets. Use the trim lines on the WSSC Site Utility Base Template (WSSC- SU.dwt) when creating the PDF file from AutoCAD to ensure you have a 22x34 plan size. use WSSC Site Utility Base Template (WSSC-SU.dwt) for all site utility plan submittals. use Site Utility Water and Sewer Design Checklist for eplan Review WSSC eplan Review DSD Applicant Guide 7 Revised

7 use the WSSC AutoCAD Standard Layer Naming Convention (W&S Layer Requirements). Layers are required for all site utility project plan submittals. NOTE: The use of the WSSC AutoCAD Standard Layer Naming Convention is encouraged, but not required at this time. use DSG Drafting Standards NOTE: Do not submit Color PDFs, the PDF should resemble a Black & White printed Drawing matching our CAD standards. The above information is located on the WSSC website at wsscwater.com under Business & Construction / Development/Construction Services / Developers Forms & Fees / WSSC eplan Review. The stamp/signature block size and location is to exactly match the base template and must be left blank. Developer Relocation/Rehabilitation (DRP) drawings NOTE: There are two Base Templates for DRP drawings: (WSSC-DRP.dwt) and (WSSC-NonDRP.dwt). WSSC DR Base Template (WSSC-DRP.dwt): Use only for the following Developer Relocation/Rehabilitation (DRP) project plan submittals: DR Type Relocation of WSSC Water and/or Sewer Mains Non-DR Type use only for the Abandonment of WSSC Water and/or Sewer Mains category of the Non-DR type DRP projects. Projects drawings must be: 22x34 Plans: All sheets. Use the trim lines on the WSSC DR Base Template (WSSC- DRP.dwt) when creating the PDF file from AutoCAD to ensure you have a 22x34 plan size. use DR Type and Non-DR Type DRP Design Checklist for eplan Review as applicable. WSSC FH Base Template (WSSC-NonDRP.dwt): Use only for WSSC Fire Hydrant category of the Non-DR type Developer Relocation/Rehabilitation (DRP) project plan submittals. Project drawings must be: 11x17 Plans: All sheets. Use the trim lines on the WSSC FH Base Template (WSSC- NonDRP.dwt) when creating the PDF file from AutoCAD to ensure you have a 11x17 plan size. use Non-DR Type DRP Design Checklist for eplan Review Not Using a WSSC Base Template: The following two Non-DR type DRP projects will not use a WSSC base template for plan submittals: Non-DR Type Grading/Utility Crossing of WSSC Mains Non-DR Type Grade Establishment Plan. WSSC eplan Review DSD Applicant Guide 8 Revised

8 Grading/Utility Crossing of WSSC Mains use an existing WSSC contract plan with redline for grading. However, a blank 3 x3 block is needed somewhere on the plan (all sheets) for a stamp/signature approval. Grade Establishment Plan use a County template. (A stamp/signature block is not required.) use the WSSC AutoCAD Standard Layer Naming Convention (W&S Layer Requirements). Layers are required for all DRP project plan submittals. NOTE: The use of the WSSC AutoCAD Standard Layer Naming Convention is encouraged, but not required at this time. use DSG Drafting Standards NOTE: Do not submit Color PDFs, the PDF should resemble a Black & White printed Drawing matching our CAD standards. The above information is located on the WSSC website at wsscwater.com under Business & Construction / Development/Construction Services / Developers Forms & Fees / WSSC eplan Review. The stamp/signature block size and location is to exactly match the base template and must be left blank. File Naming Standards Plans File names for drawings submitted through eplan Review must include a Priority Designation character (A-Z), followed by a 3-digit sheet number and drawing type/name (Example: B001- Composite Plan). Note: File Name Length restriction is 50 characters including file extension characters (.pdf). File names for both drawings and documents must remain the same for all submittals do not version files when uploading resubmitted files. See samples below and Appendices for a complete listing of File Naming Standards for Hydraulic Planning Analysis, System Extension, Site Utility, Developer Relocation/Rehabilitation drawings and documents. Priority Designation The first character in the file name represents the priority or sequence in which the drawing or document will appear in the eplan Review submittal followed by the page number and type of drawing, i.e. C001 Existing Site Utility Plan. Ensure that all plans, including the associated details, are submitted under the correct priority designation. Sheet Number Must be a 3 digit number with leading zeros. Example: Hydraulic Planning Analysis Project (see Appendices for complete list): Drawing Type: Priority Designation Sheet Number File Name Submittal Example Proposed HPA/SPF Color-Coded Sketch (with layers) A 001 Color-Coded Sketch A001 Color-Coded Sketch Deep Sewer/Pressure Sewer Profile B Sewer Profile B001 Sewer Profile Preliminary/Site Plan R Preliminary/Site Plan R001 Preliminary/Site R002 Preliminary/Site WSSC eplan Review DSD Applicant Guide 9 Revised

9 Example: System Extension Project (see Appendices for complete list): Drawing Type: Priority Designation Sheet Number File Name Submittal Example Proposed Water and/or Sewer Extension Plan A Extension Plan A001 - Extension Plan A002 - Extension Plan A003 - Extension Plan Composite Plan B Composite Plan B001 Composite Plan WSSC W&S Plan (Contract No.) (as-builts if available) C WSSC W&S C001 WSSC W&S (DA4823D08) C002 WSSC W&S (AW2133A73) Site Utility Plan (if required) D Site Utility D001 - Site Utility Storm Drain & Paving Plan E Storm Drain-Paving E001 Storm Drain-Paving Sediment Control Plan F Sediment Control F001 Sediment Control Storm Water Management Plan G Storm Water G001 Storm Water Example: Site Utility Project (see Appendices for complete list): Drawing Type: Priority Designation Sheet Number File Name Submittal Example Site Utility or Minor Site Utility Plan A Site Utility Plan A001 - Site Utility Plan A002 - Site Utility Plan A003 - Site Utility Plan Composite Plan B Composite Plan B001 Composite Plan WSSC W&S Plan (Contract No.) (as-builts if available) C WSSC W&S C001 WSSC W&S (DA4823D08) Existing Site Utility Plan D Existing Site Utility D001 - Existing Site Utility (02OS1414) D002 - Existing Site Utility (04OS5561) Storm Drain & Paving Plan E Storm Drain-Paving E001 Storm Drain-Paving Sediment Control Plan F Sediment Control F001 Sediment Control Storm Water Management Plan G Storm Water G001 Storm Water Example: Developer Relocation/Rehabilitation Project (see Appendices for complete list): Drawing Type: Priority Designation Proposed Water and/or Sewer Relocation Plans; Fire Hydrant Plans; Abandonment of Water and/or Sewer Plans; Grading/Utility Crossing of WSSC Mains Plan; Grade Establishment Plan Sewer System Rehabilitation A Sheet Number File Name Submittal Example DRP Relocation Plan; DRP FH Plan; DRP Abandonment Plan; DRP Grade Crossing Plan; DRP GE Plan DRP Sewer Rehab WSSC eplan Review DSD Applicant Guide 10 Revised A001 DRP Relocation Plan A002 DRP Relocation Plan A003 DRP Relocation Plan Composite Plan B Composite Plan B001 Composite Plan WSSC W&S Plan (Contract No.) (as-builts if available) C WSSC W&S C001 WSSC W&S (DA4823D08) C002 WSSC W&S (DA4823D08)

10 File Type Standards Only Vector-Based PDF files will be accepted for project drawings. AutoCAD software is commonly used to create drawing files. It is recommended that drawings created in AutoCAD are converted to Vector- Based PDF by using the Autodesk Vector Graphic Converter DWG to PDF.pc3 plotter driver. Supporting files may be in the following formats: PDF, DOC, DOCX, XLS, or XLSX. Please submit searchable Vector-Based PDF files for calculations, reports and other supporting documentation (nondrawing files). Digital Signatures All system extension, site utility, and developer relocation/rehabilitation project drawings to be uploaded must contain a Professional Engineer registered in the State of Maryland seal and Professional Certification Statement on all sheets. Using a P.E. digital signature is not allowed at this time. (Not applicable for Hydraulic Planning Analysis projects.) Folder Structure All drawings should be uploaded to the Drawings folder for each project. See Appendices for examples of the types of drawings which should be loaded to the Drawings folder for Hydraulic Planning Analysis, System Extension, Site Utility, Developer Relocation submittals. Other documentation should be uploaded into the Documents folder for each project. See Appendices for examples of the types of documents which should be loaded to the Documents folder for Hydraulic Planning Analysis, System Extension, Site Utility, Developer Relocation/Rehabilitation submittals. WSSC eplan Review DSD Applicant Guide 11 Revised

11 Markup Name and Color Standards Standard markup names and colors will be used for each reviewing department for easy identification. A markup can have one or more changemarks. Changemarks are created to quickly identify a markup and associated comments. Corrected files should always be re-submitted with the SAME FILE NAME as the original submittal. Standard Markup Names and Colors: DSD Plan Review Workflow Group Name Assessments Civil - Corrosion Civil - General DSD - Design DSD - Hydraulics DSD - Permits DSD - Project Manager Electrical Environmental - General Environmental - Odor Facilities Design and Construction GeoTechnical GIS Intake Land Services Management Mechanical Pipeline Construction Planning - Sewer Planning - Water Process Control Production Regulatory Services Specs Structural Systems Control Telecommunications Utility Services Markup Color Turquoise Dark Green Dark Green Red Dark Blue Light Blue Red Turquoise Brown Brown Turquoise Turquoise Turquoise Light Blue Pink Maroon Turquoise Pea Green Yellow Yellow Turquoise Turquoise Purple (SU/SEP) Turquoise Turquoise Turquoise Turquoise Light Green WSSC eplan Review DSD Applicant Guide 12 Revised

12 Login to WSSC eplan Review eplan Review Invitation You will receive an invitation from the eplan Review system notifying you to start uploading plans into eplan Review once your project is created there. An eplan Review Invitation will be sent to your e- mail address. The will contain your login information and information about your project, including a link to the project. A task Applicant Upload will also be created for you for your specific project in eplan Review. The site address for the WSSC eplan Review (ProjectDox) system is: WSSC eplan Review DSD Applicant Guide 13 Revised

13 New Users Browser Compatibility: The WSSC eplan Review system (9.1 version ProjectDox) is compatible with all browsers: Internet Explorer 11 (must turn off Compatibility Mode ), Edge, Chrome, Firefox, Safari. External users (engineers/stakeholders) can use all browser types. Internal WSSC reviewers are advised to use Internet Explorer 11 (with Compatibility Mode turned off) which offers more robust markup/changemark capabilities (i.e., measurement tool, edit of existing markup/changemark comments) for reviewers. Using Internet Explorer 11: If using Internet Explorer 11 browser, you must install ProjectDox Components. This installation will only need to be done once; if you utilize a different computer it will require another installation for each unique computer NOTE: Other browsers do not need ProjectDox Components installed. You must turn off Compatibility Mode with Internet Explorer v11. Using all browsers: Prior to logging into the eplan Review (ProjectDox) application, the following actions must be completed: 1. If your computer has pop-up blockers installed, you will need to disable pop-up blocking for the eplan Review (ProjectDox) web address ( The indicator that this has not been done will occur when you type in your login and password, then hit the Login button and the page immediately disappears. It is not uncommon to have more than one pop-up blocker installed (Internet Explorer, Google Task Bar, etc). Once the eplan Review (ProjectDox) site is allowed, you will be able to utilize the application. The login page also provides a shortcut that you can drag and drop onto your desk top as well as a link to save the eplan Review (ProjectDox) web address to your favorites. 2. To sign in, enter your address and temporary password (first time user) and click the Login button, as shown below: Note: A temporary password will be provided to you in the initial eplan Review invitation. The eplan Review system will automatically require you to create a permanent password. WSSC eplan Review DSD Applicant Guide 14 Revised

14 3. Enter your new password and reconfirm the new password and personal account information. Yellow highlighted fields are required but a full Profile record is ideal, then click the Save button in the middle of the screen. Remember passwords are case sensitive and must be 8 to 10 characters is length with at least one number, one alpha character and no special characters. This Profile Information can be accessed at anytime by selecting the Profile button at the top of the Home page. WSSC eplan Review DSD Applicant Guide 15 Revised

15 Existing Users If you are a returning user, login to eplan Review with your full address and password. If you have forgotten your password, click on the Forgot Password button so that it can be ed to you. This will work only if you have logged in once and added a security question and answer. New Version of eplan Review (ProjectDox 9.1) Effective 6/18/2018 This version of eplan Review (ProjectDox 9.1) incorporates ProjectFlow (PF) and ProjectDox (PD) components (which are essentially two separate types of workflows). All projects created prior to 6/18/2018 were created in the ProjectDox (PD) workflow. All projects created on or after 6/18/2018 will be created in the ProjectFlow (PF) workflow. WSSC eplan Review DSD Applicant Guide 16 Revised

16 After you have successfully logged into eplan Review (ProjectDox 9.1) you will see the Home screen displayed. The Home screen contains three tabs: Tasks (PF), Tasks (PD) and Projects. Default is to Tasks (PF) tab. Tasks (PF) this tab is where all tasks associated with new projects created on or after 6/18/2018 using ProjectFlow (PF) workflow will be located; Tasks (PD) this tab is where all tasks associated with existing projects created prior to 6/18/2018 using ProjectDox (PD) workflow will be located; Projects this tab is to access all records (new and old) through the project link. 1. Any outstanding tasks that require your action associated with new projects created on or after 6/18/2018 using ProjectFlow (PF) workflow will be located under the Tasks (PF) tab. 2. Any outstanding tasks that require your action associated with existing projects created prior to 6/18/2018 using ProjectDox (PD) workflow will be located under the Tasks (PD) tab. WSSC eplan Review DSD Applicant Guide 17 Revised

17 3. Any projects for which you have access (new and old) will display under the Projects tab. The Projects tab defaults to Recent Projects. The Recent Projects button will list the last 15 projects you have entered. Click on the All Projects button and all projects for which you have access will display. The buttons Recent Projects or All Projects will display blue as indicator of the project list displayed. 4. Search is available on each column. Enter your search criteria (partial or full) in the Contains field located immediately under the column header name. Sort is available on each column. The column data can be sorted ascending or descending order by toggling your clicks on the column header. WSSC eplan Review DSD Applicant Guide 18 Revised

18 Uploading Files 1. Under any of the three tabs, select the specific project that corresponds to the plans you will be uploading. Click on the project number to enter the project. The specific project screen will display. 2. Click the Drawings folder to upload your plan drawings or Documents folder to upload supporting project documents. 3. Upon entering either folder, you will be presented with two buttons, View Folders and Upload Files. 4. Click on the Upload Files button. Browse for Files box will automatically display. Click on the Browse For Files button to go to the file location on your computer and select or highlight files you want to upload; multiple files can be selected by using your Shift or Ctrl keys. You can also drag and drop files into the upload window list. Click the Open button and the files selected will then be copied to the upload window. WSSC eplan Review DSD Applicant Guide 19 Revised

19 WSSC eplan Review DSD Applicant Guide 20 Revised

20 5. Click the Upload files button. 6. A new window will open stating The following files have been uploaded with a list of those files. Click the Close button underneath the upload results window and this will complete the file upload for this cycle. WSSC eplan Review DSD Applicant Guide 21 Revised

21 7. Once the files are uploaded to the folder, the folder list is replaced by thumbnail images of each file contained in the folder. Next to each thumbnail, the file name, author, date uploaded, file size, and History icon displays. 8. Ensure all your files have uploaded completely before completing the Applicant Upload task. 9. You must click on the Applicant Upload task link to accept the task, complete the task by clicking on the Upload Complete Submit to WSSC button at the bottom of the task eform. This action will submit the project to WSSC. (NOTE: You must complete the Applicant Upload task in order to send the project to WSSC.) WSSC eplan Review DSD Applicant Guide 22 Revised

22 10. 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 WSSC to start the prescreening process to determine if the submittal requirements have been met. Security Timeout Due 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. Prescreening Prescreening is a cursory review of your uploaded documents in preparation for formal review. This will be performed by WSSC for all project submittals. Allow a minimum of three (3) working days after you have uploaded your documents and completed the Applicant Upload task for the Prescreening process to take place. If there are questions or missing items from your submittal, you will receive a Prescreening Corrections Task Assignment with instructions on the changes requested and how to resubmit. WSSC eplan Review DSD Applicant Guide 23 Revised

23 1. Click the link in the to access the eplan Review (ProjectDox) site and login into eplan Review. 2. The Prescreen Correction task will appear under the Tasks (PF) tab on the Home screen. Click on this task and this will launch a new window with the Prescreen Corrections task eform. WSSC eplan Review DSD Applicant Guide 24 Revised

24 Close the Prescreen Corrections task eform, (you will re-open the eform later when you want to resubmit the project back to WSSC after you have made the required corrections to the submittal). 3. Review WSSC s comments to identify which requirements were noted as missing. WSSC s comments will always be provided via Markup comments (to view a plan markup, click on the icon next to the drawing as shown here.) WSSC eplan Review DSD Applicant Guide 25 Revised

25 Note: when incorrect file naming convention was used on a file(s), the file will need to be deleted (see the Deleting Files section for instructions). 4. After you have identified the missing or corrected drawings and/or documents to upload, login to eplan Review (if not already logged in) and enter the project. 5. Upload the missing and/or corrected drawings and documents (see the Uploading Files section for instructions). Note: when a file has a markup comment on it, a new version of that file must be uploaded by the applicant (continue to use the same file name when uploading corrected plans). 6. Click back to the Prescreen Corrections task eform with your task assignment as shown below. 7. When the eform opens, place a checkmark for the following statement I have uploaded the corrected and the Resubmit to WSSC button will display for you to click to complete your WSSC eplan Review DSD Applicant Guide 26 Revised

26 task. Reminder: If the Pre-Screen Re-Submission Fee is due, please ensure the current resubmission fee has been submitted and received by the WSSC Permit Services Section before clicking the Resubmit to WSSC button to return your project to WSSC. Upon completion, the WSSC will be notified that the files have been completed or corrected and will continue with the Prescreening process. Note: You can view and pay invoices for all fees in the epermitting system under the specific project/plan number. Acceptance If your submittal passes the Prescreen process and is accepted, it will immediately move into the formal review process. You will receive a notification when the project has moved into the formal review process. Delete Files The applicant (engineer) does not have the ability to delete a file from the eplan Review (ProjectDox) System, only the WSSC Intake group has this ability. Therefore, when a submittal is rejected because an incorrect file naming convention was used on a file(s), the file(s) will need to be deleted. The applicant (engineer) will need to send an OUTLOOK request to WSSC Intake group specifying the exact name of the file, the date of the file, and the folder location (Drawings or Documents) of the file to be deleted. Please send the OUTLOOK to the following WSSC Intake group address: #dsgintake@wsscwater.com NOTE: please always use the above address so as to prevent a delay in the file deletion process if one of the contact persons is unavailable or out of the office. Example: WSSC eplan Review DSD Applicant Guide 27 Revised

27 Project Status Once you have logged into eplan Review (ProjectDox) click on the Projects tab and the projects screen will display, listing all projects (in ProjectFlow and ProjectDox). The status of each project is displayed under the Status column on the respective screen. A more detailed timeline of the project reviews (prescreen and formal) which have taken place can be found under the Current Project Workflow Routing Slip report. The Current Project - Workflow Routing Slip report is a very useful tool to enable you to see at all times exactly where your project reviews stand. Below are the instructions on how to access this report. 1) Click on the Project Number on the projects tab to enter the project. Example: DA5555G55 2) Click on the Project Reports button towards the top right of the screen. WSSC eplan Review DSD Applicant Guide 28 Revised

28 3) Click on the View icon for Project Flow - Workflow Routing Slip report to view the project log. 4) The report provides the task name, the task status, the review cycle, when the task was assigned, accepted and completed, created, the group name (who has responsibility for the task - applicant or WSSC), who the user was who completed the task, and how much time the task user has spent on the task. The Review Cycle indicates how many formal reviews were performed on the project. WSSC eplan Review DSD Applicant Guide 29 Revised

29 Change Notification and Plan Resubmit Review Requested Corrections If corrections are requested following the formal review cycle(s) of your drawings, follow the steps below: You will receive an Applicant Resubmit Task Assignment notification from the eplan Review (ProjectDox) system requesting revised drawings and/or documents. 1. Click the link in your to access the eplan Review (ProjectDox) site. 2. Login to eplan Review (ProjectDox). The Applicant Resubmit task will display under the Tasks (PF) tab on the Home screen. REMINDER: Tasks for new projects created on or after 6/18/18 will display under Tasks (PF) tab, older projects Tasks will display under Tasks (PD) tab. WSSC eplan Review DSD Applicant Guide 30 Revised

30 3. Click on Applicant Resubmit Task to accept the task and access the eform. You should close the eform at this time because you will need to re-open the eform later when you are ready to return the project (resubmit) plans back to WSSC. (see details of the eform below) WSSC eplan Review DSD Applicant Guide 31 Revised

31 4. Click on the project number to enter the project to view the Review Markups (Changemarks) in the Drawings & Documents Folders. Click on each folder to see which files have Review Markups (Changemarks). 3. WSSC s comments will always be provided via Markup/Changemark comments on the drawing(s).the drawing markups provide a complete correction package from all reviewing departments. To view a plan markup, click on the icon next to the drawing as shown here. (see details of markup/changemark comments below). WSSC eplan Review DSD Applicant Guide 32 Revised

32 Task eform: You can also view the Markup/Changemark Comments on the Task eform. Click on the View/Edit Changemark Items button. A new window will open for the Workflow Review Changemark Viewer. Review Markups (Changemarks) on the Drawings & Documents Folders are individually listed on the eform and full plan markups can be viewed on the project screen via the markup icon. WSSC eplan Review DSD Applicant Guide 33 Revised

33 (1) Review Markups (Changemarks) To view a plan markup (changemark), click on the icon next to the drawing as shown here to access markups. All changemarks will display in the right hand pane and as you review, click on each changemark and you will zoom directly into the red line from the reviewer. WSSC eplan Review DSD Applicant Guide 34 Revised

34 There are a number of ways to print out the markups. Select the Copy Changemarks button. Check all boxes and change image size for larger thumbnails of markups. WSSC eplan Review DSD Applicant Guide 35 Revised

35 Open a new Word document and right click to paste. The first page will show List of Comments ADA Code (Ann Russell 09/15/ :44 PM) Bathroom (Ann Russell 09/15/ :42 PM) Duct Conflict (Ann Russell 09/15/ :44 PM) Move Door (Chrystal Jones 09/27/ :49 AM) remove wall (Chrystal Jones 09/27/ :46 AM) ADA Code (Back to List) Created by: Ann Russell On: 09/15/ :44 PM Wall too close to door opening (Back to List) Bathroom (Back to List) WSSC eplan Review DSD Applicant Guide 36 Revised

36 Created by: Ann Russell On: 09/15/ :42 PM Change to Women's Locker Room (Back to List) Duct Conflict (Back to List) Created by: Ann Russell On: 09/15/ :44 PM Door too close to duct bank. (Back to List) Move Door (Back to List) Created by: Chrystal Jones On: 09/27/ :49 AM Door is not free of overhead mechanical (Back to List) remove wall (Back to List) Created by: Chrystal Jones On: 09/27/ :46 AM ada clearence not met - correct WSSC eplan Review DSD Applicant Guide 37 Revised

37 (Back to List) To Print the markups in the original drawing format click Publish Select Publish to PDF Select OK. In the Publish option screen check burn in change marks and select OK, then Save to File and Select the location to save the file on your computer. Then you can print from the new pdf file. WSSC eplan Review DSD Applicant Guide 38 Revised

38 (2) Checkbox 1, 2, & 3 Checkbox 1 asks for confirmation that you have reviewed all the markup comments (red lines) attached to the drawings. Checkbox 2 confirms that you have submitted/paid any additional fees, if applicable (and that WSSC has received the fees). Checkbox 3 confirms that you have uploaded revised drawings and/or documents using the SAME FILE NAMES. Note: You can view and pay invoices for all fees in the epermitting system under the specific project/plan number. (3) Uploaded Files Checkbox 3 asks for confirmation that you have corrected the plans and/or documents per the reviewer s request and that you have uploaded them into the appropriate folder. The Upload dialog is identical to your initial upload. The file will display the version number, V3 for example, because the correction was uploaded with the SAME FILE NAME as the original file name. (4) Resubmit Complete When you are ready to complete the task and exit the eform, click the Resubmit to WSSC button. By clicking the Resubmit to WSSC button you have completed the task and sent the project back to WSSC for review. (Note: you should not see your Applicant Resubmit task in your task list after you click Resubmit to WSSC button.) WSSC eplan Review DSD Applicant Guide 39 Revised

39 Plan Batch Stamped and Ready for Mylar Submittal When the plan review is passed/approved by all reviewers, the plan will be electronically stamped Batch Stamped by the WSSC and you will be notified by . The electronically stamped (Batch Stamped) drawing and/or document files will be in the Batch Stamped folder and available for download and printing. Hydraulic Planning Analysis (HPA) You will receive a Batch Stamped Plans Ready for Download Notification indicating that your approved HPA Color-Coded Sketch and Letter of Findings (LOF) is ready in the Signed folder with instructions on how to download and print your files. Note: A Mylar submittal is not required for HPA approval. System Extension Plans (SEP), Site Utility Plans (SU and MSU), Developer Relocation / Rehabilitation Plans (DRP) NOTE: Plan is NOT VALID without PE Signature, Seal and Date and Mylar submission to WSSC. You will receive a Batch Stamped Plans Ready for Download Notification indicating that your batch stamped plan is ready and instructions on how to download, print your files, and submit Mylar(s). System Extension Projects (SEP) ONLY Prior to submittal of the Mylar(s), an approval of the AutoCAD files from Engineering and Environmental Services Division (EESD) Land Services Section must be obtained. Please your AutoCAD DWG files to CADREVIEW@wsscwater.com and include only your project number in the subject line. Site Utility Projects (SU) ONLY - Prior to submittal of the Mylar(s), an approval of the AutoCAD files from Engineering and Environmental Services Division (EESD) Land Services Section must be obtained. Please your AutoCAD DWG files to CADREVIEW@wsscwater.com and include only your project number in the subject line. In addition, please refer to the detailed instructions provided by the DSD project manager in a Batch Stamped Plan Letter regarding the next steps required for mylar submittal and signing of the project. The Batch Stamped Plan Letter is located in the Signed folder in eplan Review (ProjectDox). Minor Site Utility Projects (MSU) ONLY - Prior to submittal of the Mylar(s), an approval of the AutoCAD files from Engineering and Environmental Services Division (EESD) Land Services Section must be obtained. Please your AutoCAD DWG files to CADREVIEW@wsscwater.com and include only your project number in the subject line. In addition, please refer to the detailed instructions provided by the DSD project manager in a Batch Stamped Plan Letter regarding the next steps required for mylar submittal and signing of the project. The Batch Stamped Plan Letter is located in the Signed folder in eplan Review (ProjectDox). Developer Relocation/Rehabilitation Projects (DRP) ONLY - Prior to submittal of the Mylar(s), an approval of the AutoCAD files from Engineering and Environmental Services Division (EESD) Land Services Section must be obtained. Please your AutoCAD DWG files to CADREVIEW@wsscwater.com and include only your project number in the subject line. (Refer to the Batch Stamped Plan Letter if applicable for any Non-DR Type DRP Projects). WSSC eplan Review DSD Applicant Guide 40 Revised

40 In addition, please refer to the detailed instructions provided by the DSD project manager in a Batch Stamped Plan Letter regarding the next steps required for mylar submittal and signing of the project. The Batch Stamped Plan Letter is located in the Signed folder in eplan Review (ProjectDox). (Not applicable for any DR or DI Type DRP Projects). After a System Extension plan (SEP), Site Utility plan (SU or MSU), or Developer Relocation/Rehabilitation plan (DRP) has been batch stamped, the eplan Review system will close the project file and prohibit further drawing and document submittals. Submit Mylar(s) Print the batch stamped plan on Mylar(s). Submit the Mylar(s) with signed PE Stamp and date to WSSC (Permit Services Section). System Extension Projects (SEP) ONLY Include with the Mylar submittal, a copy of the approval from EESD regarding the AutoCAD DWG files. Site Utility Plans (SU) ONLY - Include with the Mylar submittal all required items identified in the Batch Stamped Plan Letter. Minor Site Utility Plans (MSU) ONLY Include with the Mylar Submittal all required items identified in the Batch Stamped Plan Letter. Developer Relocation/Rehabilitation Projects (DRP) ONLY - Include with the Mylar submittal, a copy of the approval from EESD regarding the AutoCAD DWG files and all required items identified in the Batch Stamped Plan Letter (if one provided for your specific DRP project type. Signed Folder After WSSC receives the signed Mylar(s) you will receive an OUTLOOK notification (Signed Plan ) from the DSD Project Manager indicating that the approved Mylar(s) with PE Signature and the Signed Plan Letter are available for download in the Signed Folder in eplan Review (ProjectDox). Follow the instructions in the Signed Plan Letter regarding the next steps toward the construction of the specific project. Construction Process The following project/plan types must be inspected by the WSSC Pipeline Construction Division (PCD). See the current Development Services Code for the specific details for each project/plan type. System Extension Projects (SEP) Site Utility System Projects (SU) (Note: Minor Site Utility Systems (MSU) are installed by a WSSC registered licensed plumber under a plumbing permit and inspected by a WSSC Regulatory Services Division, Plumbing Inspector.): Developer Relocation/Rehabilitation Projects (DRP) (Note: Not applicable for the Non-DR Type DRP project: Grade Establishment Plan.) WSSC eplan Review DSD Applicant Guide 41 Revised

41 Amendment to HPA The applicant will submit requests for any changes to an approved HPA Color-Coded Sketch and LOF as a HPA Amendment Request via the epermitting system. The applicant must login to the epermitting system, click on Requests in the header, select the HPA Amendment Request, provide a detailed list of changes for the HPA on the screen, then submit the request in the epermitting system. The HPA Amendment Request will be reviewed and fees invoiced. After the fees have been paid, the HPA project will be reopened in the eplan Review (ProjectDox) system enabling the applicant to upload the amended/revised HPA sketch file using the SAME FILE NAME as the original file name and resubmit to WSSC. Revisions to Approved Plans System Extension Projects (SEP), Site Utility Projects (SU and MSU), and Developer Relocation Projects (DRP). The applicant will submit requests for any changes to an approved system extension plan (SEP), site utility plan (SU or MSU), or developer relocation plan (DRP) via directly to the DSD Project Manager (WSSC - Development Services Division) and copy the Contract Manager (WSSC Pipeline Construction Division) for review. The request must include the following: WSSC eplan Review DSD Applicant Guide 42 Revised

42 subject: Revision to Approved Plan with Project Number and Project Name An explanation as to why the changes are necessary to the design of the approved plans. A redline sketch/drawing (copy) of the project plan showing the proposed changes in red. (This is to include plan changes, profile changes, general notes and revision blocks). Note: the original redline sketch/drawing must be sealed, signed and dated by a registered Professional Engineer. The DSD Project Manager will determine what revision method is required for the requested changes and notify the applicant (engineer) via whether: a. As-Built changes: proposed changes are approved; and instruct the engineer to show the changes on the project as-built plans; OR b. Modification to existing mylars: proposed changes are minor; and instruct the engineer to make revisions by hand to the original PE Signed Stamp and Dated mylars only. Please Note: There is no change to the WSSC approved stamp, project manager name and date; nor to the PE Signed Stamp and date on the mylars. c. Replace existing mylars: proposed changes must be re-submitted for a formal review via eplan Review system as a Revision of Approved Plans via eplan system. i. The Project Manager will invoice the extra review fee for re-review in the epermitting system and notify DSD Intake (Permit Services Section). After the extra review fees have been paid, DSD Intake will reopen (start a new workflow) in the eplan Review system for that project enabling the applicant to upload and resubmit the proposed revisions. Revisions should always be re-submitted using the SAME FILE NAME as the original submittal. Release for Service The DSD Project Manager (WSSC Development Services Division) will issue the Release for Service for the following project/plan types once all requirements are met. See the current Development Services Code for the specific details for each project/plan type. System Extension Projects (SEP) Site Utility System Projects (SU) Developer Relocation/Rehabilitation Projects (DRP) Browser Compatibility The new upgraded 9.1 WSSC eplan Review system is compatible with all browsers: Internet Explorer 11 (must turn off Compatibility Mode ), Edge, Chrome, Firefox, Safari. WSSC eplan Review DSD Applicant Guide 43 Revised

43 ProjectDox Issues Uploaded PDF File Can t be viewed/read in ProjectDox, but can be viewed/read in Adobe. Possible cause: The file has the shaded areas made with hatch marks, pattern, or dots. Solution: 1) Make the shaded areas solid. Using hatch marks, patterns, or dots for shading on the plans increases the file size exponentially and makes it extremely slow to zoom and pan around the drawing when open in ProjectDox. Solution: 2) Make the shaded areas the bottom layer. ProjectDox displays the layers as they were created from AutoCAD. The AutoCAD file used to make the vector-based PDF file in ProjectDox has the hatch mark layer as the top layer thus causing the text to appear broken, etc. and the overall plan/sketch to be difficult to read/view in ProjectDox. The same layer based PDF file looks perfect when viewed in Adobe because Adobe handles the layers differently from ProjectDox and automatically moves the shading layer behind the other layers. WSSC eplan Review DSD Applicant Guide 44 Revised

44 APPENDIX A - HYDRAULIC PLANNING ANALYSIS (HPA) SKETCH File Naming Standards for: HYDRAULIC PLANNING ANALYSIS (HPA) SKETCH Drawings & Documents DRAWINGS FOLDER Place the following types of drawings in the DRAWINGS folder of your eplan (ProjectDox) Hydraulic Planning Analysis (HPA) submittal. File Name Length restriction is 50 characters including file extension characters (.pdf). NOTE: The files in the DRAWINGS folder must contain one sheet per file (Please do not scan multiple sheets as one file.). Drawing Type Priority Designation Sheet No. Proposed HPA/SPF Color-Coded Sketch (with layers) A 001 File Naming Standard Color-Coded Sketch Example Submittal A001 Color-Coded Sketch Deep Sewer/Pressure Sewer Profile B Sewer Profile B001 Sewer Profile Site Utility Plan (if available) D Site Utility D001 Site Utility SEP Phase 2 Plan (if available) E SEP Plan E001 SEP Storm Water Management Concept Plan (if available) G Storm Water G001 Storm Water Record Plat (if available) K Record Plat K001 - Record Plat Forest Conservation / TCP Type 2 Plan (if available) P Forest/Tree Conservation P001 Forest/Tree Conservation Preliminary/Site Plan R Preliminary/Site Plan R001 Preliminary/Site Last Approved Color-Coded Sketch (required for Amendments) S 001 MISC (any drawing required to approve HPA Color-Coded Sketch) Z Last Approved Color-Coded Sketch (Insert a clear, descriptive name) Z001 R002 Preliminary/Site R003 Preliminary/Site S001 Last Approved Color- Coded Sketch WSSC eplan Review DSD Applicant Guide 45 Revised

45 APPENDIX A - Continued File Naming Standards for: HYDRAULIC PLANNING ANALYSIS (HPA) SKETCH Drawings & Documents DOCUMENTS FOLDER Place the following types of support information in the DOCUMENTS folder of your eplan (ProjectDox) Hydraulic Planning Analysis (HPA) submittal. File Name Length restriction is 50 characters including file extension characters (.pdf). NOTE: The files in the DOCUMENTS folder can contain multiple page files (you do NOT need to scan each document page as a separate file). Document Type Priority Designation Sheet No. File Naming Standard Example Submittal HPA Checklist (Completed) Y 001 HPA Checklist Y001 HPA Checklist Definition of Layers for Color- Coded Sketch Y 001 Definition of Layers Y001 Definition of Layers Pressure Sewer Computations Y 001 Pressure Sewer Computations Environmental Questionnaire Y001 Pressure Sewer Computations Y001 Environmental Questionnaire Environmental Questionnaire Y 001 Environmental Database Search Map Report OR Environmental Site Assessment Phase 1 Report (ESA) Y 001 EDS Map Report Y001 EDS Map Report Last Approved Letter of Findings (required for Amendments) Y 001 Engineer s Response to Comments Y 001 MISC (any documents or permits required to approve HPA Color- Coded Sketch) Z ESA Phase 1 Report Last Approved Letter of Findings Engineer s Response (Insert a clear, descriptive name) Z001 Y001 ESA Phase 1 Report Y001 - Last Approved Letter of Findings Y001 Engineer s Response WSSC eplan Review DSD Applicant Guide 46 Revised