Standard Uses of the new Cloud-Sharepoint File Folders

• a8 Outbound: A8 Records of drawing snapshots (?) & outbound communication history

  • 20xx.xx.xx -Folders named/recorded by date, who its for, what it is

  • A8 = internal coordination

  • Permit Intake, Permit Correction, etc: a working folder for collecting documents for permit (except for signed forms? what's not here?)

see Agency - Permit Documents for complete submittal upload records

• • Plan Set = a complete set of drawings (includes all relevant (consultant) sheets )

  • Process folder: individual files for collection: consultant sheets, calcs, forms

• a8 shared Folders>Drawings - Issued: A8 Portal for issuing Plan Sets to Others: for permit, pricing, contract, construction, records

  • see Agency - Permit Documents for complete upload records

• a8 shared Folders>Drawings - Coordination: A8 Portal for issuing big files to Others (renderings, etc): for pricing, contract, construction, records

• Administration: A8/Client Contracts: proposals, signed contracts, fee tracking, soft & hard budget estimates

• Agency: a catch all for agency related documents: websites, permit check lists, tips/cams, blank forms (Note: tips/cams that are code specific may be in Code)

• Agency - Permit Documents: A8/SDCI records: documents/forms that were submitted/ uploaded to portal at certain stages (Pre-App, Intake, Corrections, etc.)

  • folder naming protocol here needs some work

• Agency - 'Agency Name': Additional folders for relevant agencies (SDOT, MUP, LBC, SPU, etc. ) record of documents/ forms that were submitted/ uploaded to portal.

• Code- Building Code: Relevant building tips, worksheets, etc. (put any working Word or Excel files in "Drawings -PlanSet Links" folder, see below)

• Code -Land Use.Zoning: Relevant land use + zoning tips, worksheets, etc. (put any working Word or Excel files in "Drawings -PlanSet Links" folder, see below)

• Construction: Record of Submittals, RFI, ASI, Bulletins, Change Order, Meeting Minutes, Punchlists, etc.

• Consultant - 'Consultant Name': Record of all files/ documents received from project consultants

• Coordination - GC: Record of all files/ documents received from GC

• Coordination - Owner: Record of all files/ documents received from Owner

• Coordination - Vendors: Collection of communication with project vendors

• Drawings -AutoCAD: Location of any DWG files + attachments

• Drawings -Bluebeam: Location for working pdf files (sketches, area takeoffs, etc) and the files downloaded from any closed bluebeam redline sessions

• Drawings -InDesign: Location of any InDesign files + links

• Drawings -Code: Location of Word and Excel docs that are printed to pdf for linking to Revit or Autocad (code summaries & calcs, etc)

• Drawings -Renderings: Location of any completed renderings

• Drawings - Sketchup: Location of all Sketchup files

• Photos: Project photography at any stage (real estate listing, existing, construction, final)

• Project Inspiration: (Rarely used) Inspiration photos, screenshots, links of any aspect of the project. Mostly use Pinterest/ Houzz for this instead.

• Project Management: Minute minutes

• Property Info + Maps: Record of initial project information - King County report, Seattle parcel data, DSO, sewer card, etc.

• Specifications: Collection of project specs sheets and related information, make subfolders as necessary to organize