Appendix B Upload Instructions to the secure OHP Portal

All file formats must be PDFs unless photos are submitted as jpegs.

When all Application and submission files are complete:

Request a link to the OHP secure SharePoint Portal.

• Email the request for a portal link to calshpo.tax@parks.ca.gov.

• Use “Link request for Tax project” in the subject line. Add the OHP project number to the subject line if known.

• In the body of the text, include:

  • The requestors name and company or affiliation.

  • The project name, city, and county where the project is located.

  • The email addresses of others permitted to access the portal.

The shared portal link is sent to applicant’s and other’s emails as provided. First time SharePoint users are prompted to verify their email with a verification code sent to the email address provided in the request.

The OHP portal opens in a browser.

• Select ‘upload’ from the banner menu.

• Select ‘files’, or ‘folder’ if the files are collected in a folder, from the pulldown menu.

• Many files can be selected for upload at once, but only one folder is uploaded at a time.

• Do not upload ZIP files.

• Browse for the files or folder in the applicant PC and select.

• Click on ‘open’ at the bottom of the window.

The selected documents upload to the OHP portal. If technical issues are encountered, email calshpo.tax@parks.ca.gov, identify the project and explain the issue.

RETAIN THIS LINK. The link should remain valid throughout completion of the project. Use the link to provide any additional documentation or information.

Although OHP is notified when documents are uploaded to a SharePoint folder, a follow-up email to the project reviewer is recommended.

Qualified residence project applicants have the option to deliver one hard copy Application submission to the OHP office for review instead of electronic submittal through the Portal. Documentation formats still apply.

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