HomeMy Public PortalAboutMSD Accela ACA User Guide Spring 2019 Metropolitan St. Louis
Sewer District
Online Plan Review,
Permitting &
Inspection Website
User Guide
Spring 2019
The MSD Online System uses an
Accela Automation ACA Website
•It is 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
•Automated emails will be sent for various
workflow steps
•Permits issued online
•MSD Inspectors use tablets for inspections
ACA - Website for Customer Use
•ACA (Accela Citizen Access) went live 10/16/2017
•ACA website displays the same project information as the MSD internal version of software
•Customer “Registers for an Account”, enters email & sets password
•Project Contact types include Engineer, Developer, Municipality, Requestor, Authorized Representative
•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, about 1100 registered users so far…
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Record Types - Format is YYTYPE-#####
(YEAR)(TYPE)-(CONSECUTIVE NUMBER)
•Year is the year the record is submitted
•Project or Municipal Project 19MSD-00001
•Conceptual 18CNCPB-00001
•Floodplain Study 17FLPLS-00008
•Easement 18EASMT-00006
•Maintenance Agreement 19MAINT-00042
•Easement Vacation 18VACAT-00009
•Easement Encroachment 17ENCRO-00002
•Information File 19INFOR-00004
•Temporary Record – (Used During Application Process) 18TMP-000060
•Various Permit Record types…18MODST, 18BLDST, 19REACH, Others
•Converted old system P-Jobs are still the old numbering format (example P-0034003-01 will be the same but with no dashes P003400301)
•Various Other Converted Records
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Parent and Child Records
•MSD type are project (New or Municipal) records, these are usually parents
•P003146700 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
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Auto-Notification Emails
•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
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Please be sure to set your email spam filter to allow emails
from Auto_Sender@Accela.com and noreply@stlmsd.com
ACA Home Page Link is
https://aca3.accela.com/STLMSD
Register for an Account NOTE:
Red text
notes
added to
this
PowerPoint
to help
clarify
items on
screen
shots
In your web browser Pop-up Blocker
settings, allow the site *.accela.com
Your Account Home Page
(Some Redundancy in Navigation)
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Your Home Page
ACA Global Search
If you know the exact record number or exact
record name you can enter it here
NOTE,
wildcard
characters
such as * or
% will not
work in this
search box
ACA General Search
Lots of
ways to
Search,
general,
by
address,
etc. Enter Record Number or Name,
or Part of Name
TIP….
Change
year for
start date
to 1950
First click the “MSD” tab to get to the General
Search area. You may need to scroll down on
the page to get to the General Search area
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?
Example…Finding Donuts Using General Search
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%Dunkin% in Project Name
ACA Search Results
Creating Search Collections
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Check Boxes on Left, Click “Add
to Collection” then Enter
Collection Name & Description
Accessing Your Collections
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Collections from
your Home Page
Record Info
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After you search and find
the record you are
looking for, click here
to find that Record’s
Info…including:
-Record Details
-Processing Status
-Related Records
-Attachments
-Inspections
Once you are on any of
these tabs, you may need
to scroll down to display
all the available
information
Related Contacts & Application
Information
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Record Info:
Record Details –
Contacts, Data Click here to
expand or
contract the
information
Application Information Table =
General Plan Review Comments
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Scroll down for more
Record Details,
including General Plan
Review Comments
Processing Status
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Record Info:
Processing Status,
“Who has the Ball
& When”
Related Records =
Parents & Children
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Record Info:
Related Records
Click “View” to
toggle between
Related Records
Attachments – (Can Click on
Column Titles to Sort/Restack)
Attachment List – Click on
File Name to Download
Click to
Sort by
“Upload
Date”
Click
“Type” to
Sort by
Document
Category
Record Info:
Attachments
Construction Inspection Information
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Construction Inspection info will be
shown on each Permit Record
Record Info:
Inspections
Permits
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Permits are Usually Child
Records
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Permitting Points…
•Drainlayers will need to call the office 314-768-6272 to
get added to the permits needed. (You cannot do this
from the ACA Website).
•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 email
to you.
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Q & A
For questions related to Plan Review please contact:
John Grimm, P.E.
Program Manager
MSD Development Review
314-768-2743
jcgrim@stlmsd.com
For questions related to Permits please contact:
Terri Stewart
Permit Supervisor
MSD Permit Department
314-768-6288
tcstew@stlmsd.com
For questions related to Construction Inspection please contact:
Mike Shelton
Manager of Development Inspection
MSD Construction Management
314-768-6387
mshelton@stlmsd.com
For general MSD Accela questions please call 314-768-6272,
this is the Development Review general number
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THE 16 SLIDES THAT FOLLOW
DEMONSTRATE HOW TO “CREATE
AN APPLICATION” WHICH IS HOW
YOU WOULD INITIALLY SUBMIT
PLANS OR OTHER DOCUMENTS
FOR REVIEW
Creating an Application 1
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Read & Agree to Disclaimer
Select the
MSD tab
then click on
“Create an
Application”
Creating an Application 2
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Select
Record
Type For Project Records, Select “Municipal
Project” if you are working on a public
project such as a public street, fire
house, or similar. Select “Project” if you
are working on a private development
project such as a residential
subdivision, commercial development,
industrial, etc.
Creating an Application 3
(Look Up Contacts in System)
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Required Contact Types
are listed here
Use the “Look
Up” button to
search our
system for
Registered
Users. Note
you can also
keep your own
list of contacts
as part of your
account
management
and can select
contacts from
your own list
by using
“Select from
Account”
Creating an Application 4
(Specify the Contact Type)
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Specify Contact Type:
-Authorized Representative
-Developer
-Engineer
-Municipality
-Requestor
Creating an Application 5
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Chosen Contacts Listed here
Continue
Creating an Application 6
(Search System for Address - # and Street, call us
314-768-6272 if address not found in system)
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Enter Street Number & Name, then Search, try it twice***
*** You may need to try
this step twice…the first
time connects to the
street address
database, then the
second time should find
the address. Please
call us if you are still
experiencing difficulty
with this after trying two
times
Creating an Application 7
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Accela will
populate the
Address,
Parcel, and
Owner
information,
click “Select”
then Continue
Application
Creating an Application 8
35
Some more data to enter,
fill out required fields that
have an *, MSD will finish
filling out the rest of the
fields
Creating an Application 9
36
Add (Upload) Documents
Creating an Application 10
37
Click “Add”,
then go get
your file(s) to
add. Click
“Continue”
when
finished
Creating an Application 11
38
Select Document
Category from
Dropdown list
Creating an Application 12
39
Enter Document
Description, then be
sure to click “Save”
Creating an Application 13
40
Review
Your
Application
Creating an Application 14
41
Pay Fees
Creating an Application 15
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2.5% Fee for Credit Card Payment
Creating an Application 16
•Can Save and resume later – will get 19TMP-
###### number, and this number will
change into the new 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 a
new record number has been created. To find
this new record number, click on the “Home”
tab and then click on “My Records”
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