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MSD Accela ACA rollout Summer 2018 New MSD Online Plan Review, Permitting & Inspection Website Summer 2018 New MSD Accela, Regs & Fees Info & PowerPoints on stlmsd.com 2 Connection Fees Scroll Down for Regs Fees Power Points 3 MSD DEVELOPMENT REVIEW CONTACT INFORMATION Program Manager John Grimm (314) 768-2743 jcgrim@stlmsd.com Bissell & Lemay (East Team) Team Leader John Alexander (314) 768-2707 jcalex@stlmsd.com Elbert Jaquess (314) 768-6315 ejaquess@stlmsd.com Jeff Hennigh (314) 768-6343 jhennigh@stlmsd.com Mark Kuelker (314) 335-2064 mkuelker@stlmsd.com Mike Patel (314) 768-6325 mkpatel@stlmsd.com Nick Sadfari (314) 768-2714 nhsafd@stlmsd.com Sara Kammerer (314) 768-6317 skammerer@stlmsd.com Tom Boehm (314) 335-2046 tcboeh@stlmsd.com Yusef Rahaman (314) 335-2077 yrahaman@stlmsd.com Missouri, Meramec and Coldwater (West Team) Team Leader Open Position (314) ???-???? Eugene Johnson (314) 768-6332 ewjohn@stlmsd.com Kaleena Menke (314) 768-6374 kmenke@stlmsd.com Jason Welker (314) 768-6383 jawelk@stlmsd.com Jennifer Pipas (314) 768-6382 jpipas@stlmsd.com Marcia Kumar (314) 768-6377 mkumar@stlmsd.com Scott Kappelmann (314) 768-6371 skappelmann@stlmsd.com Emaline Stendback (314) 768-6270 estendback@stlmsd.com Development_Review_Contacts_Staff.doc (7-20-18) 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 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 emails on some existing projects •Can pull permits online •MSD Inspectors will use tablets for inspections 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 EMAIL 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, 2017. Soft Roll-Out to Customers 4 Date: Monday, October 16, 2017 9:50:08 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 email address. With this website, you will be able to submit and view development plans and obtain permits online. https://aca3.accela.com/STLMSD If you have any questions please contact MSD Development Review at 314-768-6272. Thank you. As of July 19, 2018 - 1083 Registered ACA Users so far… Record Types, New Format is YRXXXXX- XXXXX (YEAR)(TYPE)-(CONSECUTIVE NUMBER) •Converted P-Jobs are still the old numbering format (example P-0034003-01 will be P003400301) •Project 18MSD-00001 (New, Municipal) •Conceptual 18CNCPB-00001 •Floodplain Study 17FLPLS-00008 •Easement 18EASMT-00006 •Maintenance Agreement 18MAINT-00042 •Easement Vacation 18VACAT-00009 •Easement Encroachment 17ENCRO-00002 •Information File 17INFOR-00004 •Temporary Record 18TMP-000060 •Various Permit Record types…18MODST, 18BLDST, 18REACH, Others •Various Other Converted Records 8 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 9 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 10 ACA Home Page https://aca3.accela.com/STLMSD Register for an Account NOTE: Red text notes added to this PowerPoint to help clarify items on screen shots Your Account Home Page (Some Redundancy in Navigation) 12 Your Home Page ACA General Search Lots of Ways to Search, General, etc. Enter Record Number or Name, or Part of Name TIP…. Change year for start date to 1950 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 15 %Dunkin% in Project Name ACA Search Results Creating Search Collections 17 Enter Collection Name & Description Accessing Your Collections 18 Collections from your Home Page Record Info 19 Record Info… -Record Details -Processing Status -Related Records -Attachments -Inspections Related Contacts & Application Information 20 Record Details – Contacts, Data Application Information Table = General Plan Review Comments 21 More Record Details, including General Plan Review Comments Processing Status 22 Processing Status, “Who has the Ball & When” Related Records = Parents & Children 23 Related Records listed 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 Construction Inspection Information 25 Construction Inspection info will be shown on each Permit Record Permits 26 Permits are Usually Child Records 27 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 email to you. 28 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 30 EXTRA SLIDES CREATING AN APPLICATION Creating an Application 1 31 Read & Agree to Disclaimer Creating an Application 2 32 No more Detailed Conceptual Reviews, they are all now handled as Basic Conceptuals Creating an Application 3 (Look Up Contacts in System) 33 Required Contact Types are listed here Creating an Application 4 (Specify the Contact Type) 34 Specify Contact Type: -Authorized Representative -Developer -Engineer -Municipality -Requestor Creating an Application 5 35 Chosen Contacts Listed here Continue Creating an Application 6 (Search System for Address - # and Street, call us if address not found in system) 36 Enter Street Number & Name, then Search Creating an Application 7 37 Creating an Application 8 38 Some more data to enter, fill out required fields, MSD will finish filling out the rest of the fields Creating an Application 9 39 Add (Upload) Documents Creating an Application 10 40 Click “Add”, then go get your file(s) to add Creating an Application 11 41 Select Document Category from Dropdown list Creating an Application 12 42 Enter Document Description, then be sure to click “Save” Creating an Application 13 43 Review Your Application Creating an Application 14 44 Pay Fees Creating an Application 15 45 2.5% Fee for Credit Card Payment Creating an Application 16 •Can Save and resume later – will get 18TMP- xxxxxx 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