New MSD Online Plan Review, Permitting & Inspection Website. Summer 2018

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1 New MSD Online Plan Review, Permitting & Inspection Website Summer 2018

2 New MSD Accela, Regs & Fees Info & PowerPoints on stlmsd.com Power Points Fees Connection Fees Scroll Down for Regs 2

3 MSD DEVELOPMENT REVIEW CONTACT INFORMATION Program Manager John Grimm (314) Bissell & Lemay (East Team) Team Leader John Alexander (314) Elbert Jaquess (314) Jeff Hennigh (314) Mark Kuelker (314) Mike Patel (314) Nick Sadfari (314) Sara Kammerer (314) Tom Boehm (314) Yusef Rahaman (314) Missouri, Meramec and Coldwater (West Team) Team Leader Open Position (314)???-???? Eugene Johnson (314) Kaleena Menke (314) Jason Welker (314) Jennifer Pipas (314) Marcia Kumar (314) Scott Kappelmann (314) Emaline Stendback (314) Development_Review_Contacts_Staff.doc ( ) 3

4 MSD PLAN REVIEW ACCELA SYSTEM MSD has reviewed about 600 development and redevelopment projects each year for the last 8 years or so New online system to track plan review, permitting, and construction inspection on these projects Could become part of a larger regional permitting portal? MSD for now St. Louis County and Other Municipalities later Each agency would still have its own unique website configuration to perform its particular permitting functions Regional Portal would be a launch pad to direct users to each agency s permitting and plan review website

5 Like a File Folder in the Cloud You can submit plans and other documents electronically online Can also still submit plans in hard copy format, only need to send in 1 copy MSD will work the projects electronically, no hard copy files will be kept You may have started seeing some automated s on some existing projects Can pull permits online MSD Inspectors will use tablets for inspections

6 ACA - Customer Side ACA (Accela Citizen Access) More customer friendly version, displays same project information as internal version of software Customer Registers for an Account & sets Password Project Contacts include Engineer, Developer, Municipality, Requestor, Authorized Representative WE WILL NEED YOUR ADDRESS!!! After registering for an account, customers can access project info, workflow status, review comments, docs Can pay fees same methods as before, now also can pay online with credit card (NOTE: +2.5% credit card vendor charge if paying online with credit card) Can upload documents Plans, Agreements, Calcs, Etc. to records that you are a contact on Customers who are registered in the system can also research other MSD Development Review Projects Transparent, Intuitive System 6

7 ACA went LIVE October 16, Soft Roll-Out to Customers Date: Monday, October 16, :50:08 AM Subject: St. Louis MSD Accela Online Development Review, Permitting, and Construction Inspection link Hello, The MSD Development Review, Permitting, and Construction Inspection customer website is now live. Please click on the link below and Register for an Account. Please be sure to enter your address. With this website, you will be able to submit and view development plans and obtain permits online. If you have any questions please contact MSD Development Review at Thank you. As of July 19, Registered ACA Users so far 7 4

8 Record Types, New Format is YRXXXXX- XXXXX (YEAR)(TYPE)-(CONSECUTIVE NUMBER) Converted P-Jobs are still the old numbering format (example P will be P ) Project 18MSD (New, Municipal) Conceptual 18CNCPB Floodplain Study 17FLPLS Easement 18EASMT Maintenance Agreement 18MAINT Easement Vacation 18VACAT Easement Encroachment 17ENCRO Information File 17INFOR Temporary Record 18TMP Various Permit Record types 18MODST, 18BLDST, 18REACH, Others Various Other Converted Records 8

9 Parent and Child Records MSD type are project (New or Municipal) records, these are usually parents P types are converted records usually parents CNCPB, INFOR types usually stand alone records FLPLS, MAINT, EASMT, VACAT, ENCRO could be child records or stand-alone Permit type records REACH, SPECI, MODST, BLDST, CONCT, BMPUA will usually be child records, or could stand alone Permit type OTCPT usually stand alone 9

10 Auto-Notification s Plans Accepted for Review Return to Consultant ( Out to the Customer) Request Final Plans for Approval Record Approval Conceptual Review Completed Record Recorded Permits Ready for Pickup Construction Inspection Status Deposit Release Information Construction Approval Inactivity Notice if One Year Passes 10

11 ACA Home Page NOTE: Red text notes added to this PowerPoint to help clarify items on screen shots Register for an Account

12 Your Account Home Page (Some Redundancy in Navigation) Your Home Page 12

13 ACA General Search Lots of Ways to Search, General, etc. TIP. Change year for start date to 1950 Enter Record Number or Name, or Part of Name

14 ACA General Search Tips Default is a 30-day date range, may need to expand this to an earlier from date to expand the search range, especially on older projects Use wildcard % sign before, after, or before and after certain text to find certain text Example %zoo should find anything ending in zoo Example zoo% should find anything starting with zoo Example %zoo% should find anything that contains the text string zoo To avoid lengthy searches, try to accurately define parameters Sometimes helps to try searching again with same criteria Accela server issues?

15 Example Finding Donuts %Dunkin% in Project Name 15

16 ACA Search Results

17 Creating Search Collections Enter Collection Name & Description 17

18 Accessing Your Collections Collections from your Home Page 18

19 Record Info Record Info -Record Details -Processing Status -Related Records -Attachments -Inspections 19

20 Related Contacts & Application Information Record Details Contacts, Data 20

21 Application Information Table = General Plan Review Comments More Record Details, including General Plan Review Comments 21

22 Processing Status Processing Status, Who has the Ball & When 22

23 Related Records = Parents & Children Related Records listed Click View to toggle between Related Records 23

24 Attachments (Can Click on Column Titles to Sort/Restack) Click to Sort by Upload Date Attachment List Click on File Name to Download Click Type to Sort by Document Category

25 Construction Inspection Information Construction Inspection info will be shown on each Permit Record 25

26 Permits 26

27 Permits are Usually Child Records 27

28 Permitting Points Drainlayers will need to call the office to get added to the permits needed. You cannot do this from ACA. Drainlayers will need to call in all permits to be inspected, even if some permits have been called in for previously. In the past, if a job was already working, you did not need to do this. Setting up inspection appointments online is not currently available. No fee permits (Sampling Tees/MH s/underdrains are not printing on ACA. Please let us know -we will to you. 28

29 Q & A For general MSD Accela questions please call , this is the Development Review general number For questions related to Plan Review please contact: John Grimm, P.E. Program Manager MSD Development Review jcgrim@stlmsd.com For questions related to Permits please contact: Terri Stewart Permit Supervisor MSD Permit Department tcstew@stlmsd.com For questions related to Construction Inspection please contact: Mike Shelton Manager of Development Inspection MSD Construction Management mshelton@stlmsd.com

30 EXTRA SLIDES CREATING AN APPLICATION 30

31 Creating an Application 1 Read & Agree to Disclaimer 31

32 Creating an Application 2 No more Detailed Conceptual Reviews, they are all now handled as Basic Conceptuals 32

33 Creating an Application 3 (Look Up Contacts in System) Required Contact Types are listed here 33

34 Creating an Application 4 (Specify the Contact Type) Specify Contact Type: -Authorized Representative -Developer -Engineer -Municipality -Requestor 34

35 Creating an Application 5 Chosen Contacts Listed here Continue 35

36 Creating an Application 6 (Search System for Address - # and Street, call us if address not found in system) Enter Street Number & Name, then Search 36

37 Creating an Application 7 37

38 Creating an Application 8 Some more data to enter, fill out required fields, MSD will finish filling out the rest of the fields 38

39 Creating an Application 9 Add (Upload) Documents 39

40 Creating an Application 10 Click Add, then go get your file(s) to add 40

41 Creating an Application 11 Select Document Category from Dropdown list 41

42 Creating an Application 12 Enter Document Description, then be sure to click Save 42

43 Creating an Application 13 Review Your Application 43

44 Creating an Application 14 Pay Fees 44

45 Creating an Application % Fee for Credit Card Payment 45

46 Creating an Application 16 Can Save and resume later will get 18TMPxxxxxx number, and this number will change into record number when application process is done OK to upload documents if paying submittal fee online with credit card If paying submittal fee by check, be aware of BUG, please wait and upload documents AFTER the payment has been entered and project record number has been created see My Records on your Homepage for Record Number 46