How do I submit the Preliminary Application Checklist for Housing Projects?

The applicant or agent electronically submits required plans and exhibits to eTRAKiT. Community Development staff must review and sign the application before it is deemed complete.

What information does the preliminary application request?

It asks for property and project details, proposed dwelling units and affordability, site conditions, and answers about environmental and other site characteristics.

What supplemental materials are required?

The checklist calls for a legal description with a recent preliminary title report, plus site plans, floor plans, elevations, and sections. Additional information and studies may be required during the entitlement application phase.

Dana Point, CA · Orange County

No notary required

Preliminary Application Checklist for Housing Projects

This preliminary application checklist is for property owners or applicants seeking vesting rights and streamlined review for a qualifying housing development project.

What this form is

Use this checklist to submit a preliminary application for a housing development project seeking vesting rights or streamlining. It requests property and project details, dwelling-unit and affordability information, site conditions, and answers about environmental and other site characteristics. The applicant must provide the listed supplemental materials, including a legal description and plans, and pay the stated $300 filing fee; Community Development staff reviews and signs the application before it is deemed complete.

Who needs it

Property owners or their agents applying for preliminary review of a qualifying housing development project should complete and submit this checklist.

How to submit it

The applicant or agent must electronically submit required plans and exhibits to eTRAKiT. The document lists a $300 fee and says Community Development staff must review and sign the application.

About notarization

This document is signed without a notary; it includes a declaration under penalty of perjury, and the applicant signs and dates the declaration.

How to submit this form

1
Download The Checklist
Download the preliminary application checklist for housing projects.
2
Complete The Application
Provide the requested property, project, dwelling-unit, affordability, and site information.
3
Gather Required Materials
Prepare the legal description and preliminary title report, along with the listed site plans, floor plans, elevations, and sections.
4
Submit Through ETRAKiT
Electronically submit required plans and exhibits to eTRAKiT. The document lists a $300 filing fee and requires Community Development staff review and signature.

Frequently asked questions

Do I need a notary for the Preliminary Application Checklist for Housing Projects?: No. The document has no notary block. It includes a declaration under penalty of perjury that the applicant signs and dates.
How do I submit the Preliminary Application Checklist for Housing Projects?: The applicant or agent electronically submits required plans and exhibits to eTRAKiT. Community Development staff must review and sign the application before it is deemed complete.
What information does the preliminary application request?: It asks for property and project details, proposed dwelling units and affordability, site conditions, and answers about environmental and other site characteristics.
What supplemental materials are required?: The checklist calls for a legal description with a recent preliminary title report, plus site plans, floor plans, elevations, and sections. Additional information and studies may be required during the entitlement application phase.

Need something notarized?

This Preliminary Application Checklist for Housing Projects doesn’t need a notary — but if you have another Dana Point form that does, a commissioned online notary can help.