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Permits, Licenses and Inspections Regional Project Introductions: • Home Builders & Remodelers Association of Permits, Licenses and Inspections Regional Project Introductions: • Home Builders & Remodelers Association of Cape Cod • State Project Sponsor & Technical Assistance • Cape Cod Commission Project Sponsor • Town Project Sponsors 1

Permits, Licenses and Inspections Regional Project Agenda: • Brief Project History • Project Status Permits, Licenses and Inspections Regional Project Agenda: • Brief Project History • Project Status • Next Steps • Demonstration – Example of what we will achieve • Discussion 2

Express Permit -- Water Heater Example the Payoff of an Internet Approach Many Building Express Permit -- Water Heater Example the Payoff of an Internet Approach Many Building Permits issued in the Region are Express Permits taken out by Licensed Contractors, these are prime targets for online processing. n. Electrical n. Tent n. Plumbing n. Wood n. Gas Fitting n. Windows n. Roof n. Siding Stove n. Insulation n. Fence n. Retaining Wall n. Shed 3

Screenshot of User login page on ACA Citizen Access Portal allows Licensed Contractors to Screenshot of User login page on ACA Citizen Access Portal allows Licensed Contractors to access the system with a User ID linked to their contractor’s license & insurance information 4

Customers select the permit type 5 Customers select the permit type 5

A wizardlike tool guides customers through the application process Parcel information Links to GIS A wizardlike tool guides customers through the application process Parcel information Links to GIS or Assessors Databases 6

Auto Fill the Contractor Information Interface w/State databases to check contractor license / registration Auto Fill the Contractor Information Interface w/State databases to check contractor license / registration & insurance information. 7

Behind the Scenes: An automated interface to state contractor registration database to verify status Behind the Scenes: An automated interface to state contractor registration database to verify status of license / registration. Registration # stored in contractor profile. 8

Behind the Scenes: An automated interface to the State Workers Compensation Proof of Coverage Behind the Scenes: An automated interface to the State Workers Compensation Proof of Coverage Database. Online search uses name and address – use policy number supplied by the contractor & stored in their profile. 9

Enter the Job Information Utilizing Help If gas, the system requires a Gas Permit Enter the Job Information Utilizing Help If gas, the system requires a Gas Permit along with Plumbing Permit. 10

Data contained on current Municipal forms can be captured in the system to allow Data contained on current Municipal forms can be captured in the system to allow for maintaining a complete electronic record eliminating paper for online submissions. 11

Customer reviews the application before making payment Interfaces with Financial Mgmt. Systems will determine Customer reviews the application before making payment Interfaces with Financial Mgmt. Systems will determine if there are delinquent bills. Business rules will decide whether payments for delinquent bills are due before this permit type can be completed. Work done will be stored. 12

Payment tab allows customer to pay online 13 Payment tab allows customer to pay online 13

Customers have different payment options 14 Customers have different payment options 14

Permit can be printed online. Municipality decides whether or not to allow printing online. Permit can be printed online. Municipality decides whether or not to allow printing online. 15

Contractor scans & attaches proposal with signature to online submission, faxes or mails to Contractor scans & attaches proposal with signature to online submission, faxes or mails to town as part of submission. Option includes printing the completed permit & having customer sign the permit.

Water Heater installation is completed Water Heater installation is completed

Inspections can be scheduled online Property Owner Signature to do work can be Attached. Inspections can be scheduled online Property Owner Signature to do work can be Attached. 18

Customer can select the date and time. Picture of Contractor Scheduling an Inspection – Customer can select the date and time. Picture of Contractor Scheduling an Inspection – 1 or 2 SS of the inspection Inspector’s availability is loaded into the system to block out time unavailable. 19

Confirm the date & time and add comments for inspectors Municipal choice – can Confirm the date & time and add comments for inspectors Municipal choice – can have inspector respond to confirm date / time. Or can do it automatically based on availability. 20

Field Inspectors can do route optimization of their days inspections 21 Field Inspectors can do route optimization of their days inspections 21

Field Inspectors can enter details of the inspection at the job site 22 Field Inspectors can enter details of the inspection at the job site 22

Field Inspectors can go through the inspection checklist specific to town – default from Field Inspectors can go through the inspection checklist specific to town – default from building code. 23

Field Inspectors can update status of inspection & add a signature 24 Field Inspectors can update status of inspection & add a signature 24

Email Notification is sent to customer with inspection results 25 Email Notification is sent to customer with inspection results 25

Permit office sees that an Express Water Permit was Issued 26 Permit office sees that an Express Water Permit was Issued 26

Express and Other Permits Citizen’s / Contractor Work Eliminated or Streamlined • • • Express and Other Permits Citizen’s / Contractor Work Eliminated or Streamlined • • • for Business Started & Perhaps Completed Online: Handwrite on Application Same Information Drive to Town Hall during business hours Wait for determination of fees, delinquent tax checks, etc. Call to check status on approvals Call to schedule inspections Visit call or visit job site to see status of inspections Going through files to see history of jobs with town Limited to payment with check or cash Visit town hall for certain documents Etc. 27

Express Permit Example Municipal Employee Work Eliminated or Streamlined for • • • • Express Permit Example Municipal Employee Work Eliminated or Streamlined for • • • • Business Started & Perhaps Completed Online: Greet the Customer Accept Application & Review Application Check for other Delinquent Fees Calculate Fee Receive Cash or Check Print & Provide Permit Provide documents / plans related to properties Input Remaining Application Data in the System Scan Application & Attach to System File Paper Create Revenue Turnover for Treasurers & Accounting Schedule Inspection Provide Inspection Status 28 Etc.

Single Family Home Example 29 Single Family Home Example 29

Citizens / Contractor Access Portal allows for you to quickly apply for an online Citizens / Contractor Access Portal allows for you to quickly apply for an online permit 30

Contractor can select the permit type 31 Contractor can select the permit type 31

A wizardlike tool guides users through the application process 32 A wizardlike tool guides users through the application process 32

33 33

Enter the Job Information 34 Enter the Job Information 34

Customer can attach documents to the permit application 35 Customer can attach documents to the permit application 35

Customer can review the application before making payment 36 Customer can review the application before making payment 36

Payment tab allows customer to pay online 37 Payment tab allows customer to pay online 37

Customers have different payment options 38 Customers have different payment options 38

Inspections can be scheduled online 39 Inspections can be scheduled online 39

Customer can select the date & time of the inspection 40 Customer can select the date & time of the inspection 40

Inspection Confirmation 41 Inspection Confirmation 41

Now the back office can see there is a new permit application 42 Now the back office can see there is a new permit application 42

The back office reviews the permit application details 43 The back office reviews the permit application details 43

Field Inspectors can view the inspection on their mobile device 44 Field Inspectors can view the inspection on their mobile device 44

Field Inspectors can do route optimization of their days inspections 45 Field Inspectors can do route optimization of their days inspections 45

Field Inspectors can enter details of the inspection 46 Field Inspectors can enter details of the inspection 46

Field Inspectors can go through the inspection checklist 47 Field Inspectors can go through the inspection checklist 47

Field Inspectors can update status of inspection and add a signature 48 Field Inspectors can update status of inspection and add a signature 48