2108 Attachment 8 Requirements.docx

Contents

Requirement Response Instructions

This document lists the functional and non-functional requirements for a new permitting system. For each requirement, a response must be provided using the following guide:

Terms

This document uses several specific terms. The terms and their definition/purpose of each term is shown below.

Kenosha County New Permit System RFP (#2108) – Requirements

March 29, 2021 Page | 1

Global Features

User Dashboard

Ability to include visual graphs depicting performance metrics such as

1.1) permit count by department and time frame

1.2) fees collected by department and time frame

1.3) average permit processing time by department and time frame (# of days between applied date and issued date)

1.4) Ability to include a user-specific calendar for inspection appointments filtered by inspector and/or inspection type

Ability to include a user-specific project review task list filtered by

1.5) Pending approvals

1.6) Open projects

1.7) Current projects

Ability to include a user-specific re-inspections task list filtered by inspector

Ability to include a user-specific project list filtered by assigned inspector

Ability to include a user-specific Review Type task list

Ability to include a summary list of projects by user and/or status

Ability to include a summary list of permit/license applications and projects with a balance due

Ability to include a summary list of property maintenance citations and follow up due

Ability to generate a report for any dashboard task list directly from the dashboard

Ability to view related/linked projects, permits, code, licenses across multiple departments simultaneously on any address, parcel id, permit number, owner name, contractor name, or project name

Time and Cost Tracking

Ability to track time by

1.8) User

1.9) Record Type

1.10) Unit (15-minute intervals)

1.11) Date

Ability to add a unit-rate by user

Ability to generate a time and/or cost by record

Ability to generate reports per

1.12) Municipality

1.13) Record

1.14) Task

1.15) User

1.16) Timeframe

1.17) Any combination of above

System Configuration

Ability to have a single integrated database used across all modules and functionalities

Ability for multiple users to view same record simultaneously

Ability to lock records while editing to avoid data conflicts

Ability to add an unlimited number of requirements and custom fields to any record type

Ability to have an administrative interface to configure settings for:

1.18) Users and Groups

1.19) Roles

1.20) Rules

1.21) User Security per role, user and/or group

1.22) Inspection Types and Checklists

1.23) Fee Structures

1.24) General Ledger Accounts

1.25) Reporting

1.26) Record Review Workflow (Project, Permit, etc.)

Integration to Other Systems

Parcel Information Database (GCS LandNav)

Ability to access parcel information from Kenosha County’s Parcel Information system

Geographic Information Systems (ESRI ArcMap)

Ability to integrate Real-time with Kenosha County's Geographic Information System (GIS)

Ability of automatic geospatial analysis of property characteristics and restrictions

Ability to search for and select record types to display on map

Ability to red-line and annotate within map view

Ability to capture a snapshot or red-line annotated map and save as PDF

Ability to print or send a map view via email

Ability to display parcel information by selecting it on the map

Ability to view all records associated with a property by selecting the property on the map

Enterprise document storage platform (Laserfiche)

Ability to store digital documents in Kenosha County’s enterprise document storage platform (Laserfiche)

Ability to see an indicator of the number of attachments associated to record

Ability to see a thumbnail view of the attachment(s)

Ability to display the attachment in an appropriate viewer when selected

Credit Card Processing (Authorize.net)

Ability to process credit card purchases using P&D’s credit card processor (Authorize.net)

Ability to not store any credit card information in a non-encrypted manner

Email system (Microsoft Outlook)

Ability to initiate emails in Kenosha County’s email system

Ability to send an email to a mass email list

Fees and Payments

Process Requirements

Integrates with the county's accounting codes and general ledger accounts

Ability to change fee schedule

Ability to calculate online applications fees based on the county's fee structure

Ability to receive and process partial fees

Ability to edit/override fees amounts based on user’s security role

Ability to display fee balance on permit/license form

Ability to export .csv formatted ledger entries

Reporting

Process Requirements

Ability to generate pre-defined as well as custom reports

Includes a reporting wizard for easy report generation and queries

Ability to filter reports by date range, municipality, type, sub-type, status, user and other criteria

Ability to email reports

Ability to export reports to PDF, MS Excel, MS Word or others

Ability to show report results on GIS Map

Ability to search within a generated report (OCR/text searchable)

Reports include live links to navigate to permit and license records within the system

Ability to display charts as well as tabular reporting results

Ability to generate a list of all payment transactions

Ability to generate custom reports

Ability to generate a report by any key record condition

Ability to produce management reports (see corresponding attachments as defined in the RFP, Attachments 14-18)

Ability to produce email reports based on templates (see corresponding attachments as defined in the RFP, Attachments 14-18)

Ability to produce pre-defined reports (see corresponding attachments as defined in the RFP, Attachments 14-18)

Ability to attach any system generated email to the Historical Activity Log (i.e. Permits, emails)

Ability to generate user defined custom reports

Contractor List

Overview

A database of all individual contractors and their associated information that can be selected and tied to the submittal of a project, permit or license. Contractor management includes managing the individual contractor’s credentials. Kenosha County P&D would like the ability for contractors to be able to create their own profile via the customer online portal and be able to edit their profile information on their own.

Process Requirements

Creation

Ability to create desired contractor type

Ability to add contact information

Ability to attach digital documents (such as third-party issued license document)

Ability to clone records

Process

Ability to search for a contractor by company name, address, owner name, contractor name

Ability to view which records are tied to a contractor

Ability to update contractor records

Ability to attach and view digital documents, plans, photos, videos, etc.

Ability to display any record type associated with contractor

Ability to edit Contractor information

Ability to red-flag and add notes

Ability to add notes tracked by time, date and user id

Ability to select Contractor Type

Ability for records to be locked when being edited

Ability to update Contractor information from associated record or Contractor List database

Ability to record one or more License records

Ability to record one or more Insurance records

Ability to record one or more company contacts

Printing and Reporting

Ability to print database and contractor related reports

Data Requirements

Company Information

1.27) Company Name

1.28) Type

1.29) Status

1.30) Applied

1.31) FEIN or SSN

1.32) Address

1.33) City

1.34) State

1.35) Zip

1.36) Website

1.37) Phone

1.38) Fax

1.39) Cell

1.40) E-mail

License

1.41) Issuing Agency Name

1.42) License #

1.43) Issue Date

1.44) Expire Date

1.45) License Type

1.46) Categories

Insurance

1.47) Carrier Type

1.48) Carrier Name

1.49) Policy #

1.50) Carrier Phone #

1.51) Issued

1.52) Expires

1.53) Insurance Amount

1.54) Liability Amount

1.55) Bond Amount

Contacts

1.56) Contact Type

1.57) Name

1.58) Phone

1.59) Address 1

1.60) Address 2

1.61) City

1.62) State

1.63) Zip

1.64) Email

1.65) Fax

Common Processes (Project, Permit, Code, Licensing)

Process Requirements

Creation

Ability to create desired record type

Ability to add contact information for an Owner, Applicant, Contractor, and others

Ability to attach digital documents, plans, photos, videos, etc.

Ability to attach/detach record to parent/child records

Ability to View parcel in the GIS window

Ability to generate automatic fee calculation

Ability to clone records

Process

Ability to search for a record by record type, address, parcel id, permit number, owner name, contact name, contractor name, project name or description

Ability to view records including project information and parcel information

Ability to update records

Ability to attach digital documents, plans, photos, videos, etc.

Ability to display property, ownership, zoning classification, parcel id, zoning variances, land use restrictions, and any other property information from the County's Land Information Database

Ability to display attached digital documents

Ability to link/unlink (i.e. move) projects to/from one or more parcel records

Ability to View parcel in the GIS window

Ability to display any record type

Ability to update or add additional fee calculation manually

Ability to manually update status as pending, approved, issued, closed, denied, withdrawn or inactive

Ability to edit property owner information

Ability to red-flag and add notes

Ability to add notes tracked by time, date and user id

Ability to create a site plan from an existing document

Printing and Reporting

Ability to generate receipts

Ability to print

Ability to email receipts

Ability to generate documents based on templates containing fields that are auto filled based off the selected record

Projects

Overview

A project includes: Comprehensive Plan, Conditional Use, Temporary Use, Variance, Rezoning, Certificates of Compliance, Administrative Appeal, Access Management, Mining, Plats, Certified Survey Maps, Affidavit of Correction, Site Plan Review

Specific Project Process Requirements

Process

Ability to automatically generate expiration dates

Ability to assign user based on Type and Subtype chosen

Ability to select Project Type

Ability to select the project Subtype based on Type. Those with no subtype to default to <NONE>

Ability to select Project status. Default is Under Review when record is created

Ability of any workflow date to default to today’s date with ability to manually override

Ability of Expired date to autofill based upon the Issued date and type of Project

Ability for Notice Sent date to autogenerate print and send to property owner by mail

Ability for Parcel # will Autofill from the Parcel Database

Ability to View parcel in the GIS window

Ability to View parcel in Google Map window

Ability to update record Parcel owner and property information by overriding the data from the Parcel information system

Ability to autofill Owner and Property information from Parcel on record creation from parcel database

Ability to override Owner and Property information from Parcel on record

Ability for records to be locked when being edited

Ability to add zero or more Review action types per record

Ability to Add, Void or Delete an individual Review type record

Ability to add zero or more Historical Activity Logs per record

Ability to add zero or more Inspection Types per record

Ability to Add, Void or Delete an individual Inspection type record

Ability for Inspection type to Autofill from the Parcel Database

Ability to display history of all Inspection events

Ability to update Contact information from Parcel or Contractor List database

Ability to add zero or more fees to a record

Ability to select fees from a predefined list

Ability to manually override fees

Ability to select fee payment method

Ability to add a fee if record is Under Review

Ability to autofill Date Paid when fee is paid

Ability to autofill Receipt # when fee is paid

Ability to autofill Account # from predefined list

Data Requirements

Project Information

1.66) Description

1.67) Notes

1.68) User

1.69) Type

1.70) Subtype

1.71) Status

1.72) Dates to manage record workflow

1.72.1) Applied

1.72.2) Approved

1.72.3) Closed

1.72.4) Expired

1.72.5) Status

1.72.6) Notice Sent

Owner and Property

1.73) Address

1.74) City

1.75) State

1.76) Zip

1.77) Property type

1.78) Owner name

1.79) Subdivision

1.80) CSM

1.81) Site block

1.82) Site lot

Review Action Data

1.83) Type

1.84) Reviewer

1.85) Status

1.86) Dates to manage record workflow

1.86.1) Sent Date

1.86.2) Due Date

1.86.3) Returned Date

Historical Activity Log

1.87) Type

1.88) Staff Name

1.89) Dates to manage record workflow

1.89.1) Action Date

1.89.2) Completion Date

Inspections

1.90) Notes

1.91) Type

1.92) Inspector

1.93) Municipality

1.94) Dates to manage record workflow

1.94.1) Scheduled Date

1.94.2) Scheduled Time

1.94.3) Completed Date

1.94.4) Completed Time

1.94.5) Result

1.94.6) Duration

Contacts

1.95) Type

1.96) Name

1.97) Phone

1.98) Address

1.99) City

1.100) State

1.101) Zip

1.102) Email

1.103) Fax

Financial

1.104) Paid

1.105) Fee Assessed Date

1.106) Quantity

1.107) Amount

1.108) Date Paid

1.109) Receipt #

1.110) Account #

1.111) Pay Method

Notes

Permits

Overview

A permit includes: Sanitary Permit, Zoning Permit, Shoreland Permit, Stormwater Permit, Building Permit, Access Permit, Utility Permit.

Specific Permit Process Requirements

Process

Ability to add new construction types for permits

Ability to assign user based on municipality

Ability to automatically generate expiration dates

Ability to autofill Applicant based on Contacts

Ability to select permit Type

Ability to select the permit Subtype based on Type. Those with no subtype to default to <NONE>

Ability to select Permit status. Default is Under Review when record is created

Ability of any workflow date to default to today’s date with ability to manually override

Ability of Expiration date to autofill based upon the Issued date and type of Permit

Ability for Parcel # will Autofill from the Parcel Database

Ability to View parcel in the GIS window

Ability to View parcel in Google Map window

Ability to update record Parcel owner and property information by overriding the data from the Parcel information system

Ability to autofill Owner and Property information from Parcel on record creation from parcel database

Ability to override Owner and Property information from Parcel on record

Ability for records to be locked when being edited

Ability to update Contact information from Parcel or Contractor List database

Ability to add zero or more fees to a record

Ability to select fees from a predefined list

Ability to manually override fees

Ability to select fee payment method ability to add a fee if record is Under Review

Ability to autofill Date Paid when fee is paid

Ability to autofill Receipt # when fee is paid

Ability to autofill Account # from predefined list

Ability to add zero or more Review action types per record

Ability to Add, Void or Delete an individual Review type record

Ability to add zero or more Condition Types per record

Ability to Add, Void or Delete an individual Condition type record

Ability to autofill Department based on Condition type

Ability to autofill Contact based on Condition type

Ability to autofill Date Added based on Condition creation date

Ability to select Condition Status. Default is Non-Compliance

Ability to add zero or more Inspection Types per record

Ability to Add, Void or Delete an individual Inspection type record

Ability for Inspection type City to Autofill from the Parcel Database

Ability to display history of all Inspection events

Ability to add zero or more Historical Activity Logs per record

Ability to add permit specific information

1.112) Ability to add Zoning Permit data (per item 191)

1.112.1) Ability to add one to many structures to the Zoning permit

1.112.2) Ability to capture general data for each Structure (per item 191.1)

1.112.3) Ability to add data to new single-family construction (per item 191.2)

1.112.4) Ability to select sewer or septic

1.113) Ability to add Shoreland Permit data (per item 192)

1.113.1) Ability to capture general permit data (per items 192.1), 192.2), and 192.3))

1.113.2) Ability to select Shoreland Subtype

1.113.3) Ability to select Shoreland Abutting water body

1.113.4) Ability to flag Shoreland State permit

1.113.5) Ability to flag Shoreland Federal permit

1.114) Ability to add Sanitary Permit data (per item 193)

1.114.1) Ability to capture general permit data (per items 193.1) - 193.12))

1.114.2) Ability to add one to many Treatment Tanks to the Sanitary permit

1.114.3) Ability to add one to many Supplemental Treatment Devices to the Sanitary permit

1.114.4) Ability to add one to many Pretreatment Units to the Sanitary permit

1.114.5) Ability to add one to many Drainfields to the Sanitary permit

Data Requirements

Permit Information

1.115) Description

1.116) Notes

1.117) Applicant

1.118) Type

1.119) Subtype

1.120) Status

1.121) Date submissions to manage record workflow

1.121.1) Applied

1.121.2) Approved

1.121.3) Issued

1.121.4) Finaled

1.121.5) Expired

1.121.6) Renewed

Owner and Property

1.122) Address

1.123) City

1.124) State

1.125) Zip

1.126) Property type

1.127) Owner name

1.128) Subdivision

1.129) CSM

1.130) Site block

1.131) Site lot

Contacts

1.132) Type

1.133) Name

1.134) Phone

1.135) Address

1.136) City

1.137) State

1.138) Zip

1.139) Email

1.140) Fax

Financial

1.141) Paid

1.142) Fee Assessed Date

1.143) Quantity

1.144) Amount

1.145) Date Paid

1.146) Receipt #

1.147) Account #

1.148) Pay Method

Review Action Data

1.149) Type

1.150) Reviewer

1.151) Date submissions to manage record workflow

1.151.1) Sent Date

1.151.2) Due Date

1.151.3) Returned Date

1.152) Status

Conditions

1.153) Type

1.154) Department

1.155) Contact

1.156) Date submissions to manage record workflow

1.156.1) Date Added

1.156.2) Date Required

1.156.3) Date Satisfied

1.157) Status

1.158) Remarks

Inspections

1.159) Notes

1.160) Type

1.161) Inspector

1.162) Municipality

1.163) Dates to manage record workflow

1.163.1) Scheduled Date

1.163.2) Time

1.163.3) Completed Date

1.163.4) Time

1.163.5) Result

1.163.6) Duration

1.164) Remarks

1.165) Record ID

Historical Activity Log

1.166) Type

1.167) Staff Name

1.168) Date submissions to manage record workflow

1.168.1) Action Date

1.168.2) Completion Date

Zoning Permit Data

1.169) General Structure Data

1.169.1) Description

1.169.2) Type of Construction

1.169.3) Use

1.169.4) Width x Length (ft)

1.169.5) Fence L x H (ft)

1.169.6) Area (sq. ft)

1.169.7) Height (ft)

1.169.8) # of Stories

1.170) Single-family Construction Data

1.170.1) Attributes

1.170.1.1) Verify Ownership

1.170.1.2) Verify Legal Parcel

1.170.1.3) Zoning Match Prop.

1.170.1.4) Sewer or Septic

1.170.1.5) Any Wetland

1.170.1.6) In Shoreland

1.170.1.7) Fill

1.170.1.8) Amount of Fill

1.170.1.9) Shoreland Permit Required

1.170.1.10) Plans Match Stake-Out

1.170.1.11) Cantilevers

1.170.1.12) Balcony

1.170.1.13) Deck

1.170.1.14) Stairways

1.170.1.15) 1-Foot Eaves

1.170.1.16) 5/12 Pitch

1.170.2) Values

1.170.2.1) Required Setbacks (eg: Street, Site, Rear, Shore, etc)

1.170.2.2) Proposed Setbacks (eg: Street, Site, Rear, Shore, etc)

1.170.2.3) Required Square Foot Measures – Specific and Totals – of all levels

1.170.2.4) Proposed Square Foot Measures – Specific and Totals – of all levels

1.170.2.5) Street Address

1.170.2.6) FS or WL Required

1.170.2.7) Driveway Permit Required

1.171) Zoning Class / District

1.172) Public Hearing Approvals Workflow Dates

1.172.1) BOA APP Date

1.172.2) CUP APP Date

1.172.3) Sanitation number

1.173) FFO Requirements Workflow Dates

1.173.1) Sheriff Service Request

1.173.2) Town Service Request

1.174) Remarks

1.174.1) Internal Remarks

1.174.2) Permit Remarks

Shoreland

1.175) Project Specifications

1.175.1) Additional Sub-Types

1.175.2) Type, Size of Material

1.175.3) Amount of Fill

1.175.4) Rest Methods to be Used

1.175.5) 20 Day Mailing

1.175.6) Area (Sq ft)

1.175.7) Height (ft), Length (ft), Width (ft)

1.175.8) Abutting Water Body

1.175.9) State Permit Required

1.175.10) Federal Permit Required

1.176) Zoning Class

1.176.1) Zoning District(s)

1.177) Remarks

1.177.1) Remarks

1.177.2) Permit Card Remarks

Sanitary Permits

1.178) Plumber License #

1.179) Permit History Log

1.179.1) State Permit #

1.179.2) Existing Permit # Replicated

1.179.3) Public Sewer Connection

1.179.4) Date Record Inactivated

1.179.5) Utility Employee Name

1.179.6) P D Staff Member Name

1.179.7) History Log Notes

1.179.8) Permit App Notes

1.180) System Type

1.180.1) State Sanitary Permit #

1.180.2) System Type

1.180.3) Sanitary Permit Type

1.180.4) Total # of Treatment Tanks

1.180.5) State Plan Approval #

1.180.6) Permit Transfer

1.180.7) Permit Renewal

1.180.8) Wisconsin Fund Received

1.180.9) Wisconsin Fund Grant Year

1.181) Reason for Issuance

1.181.1) Correction Order Written

1.181.2) Correction Order Date

1.181.3) Treatment Tank Failure

1.181.4) Drainfield Failure

1.181.5) Holding Tank Failure

1.181.6) 25% Construction Rule

1.181.7) Land Division Rule

1.181.8) Maintenance Report Findings

1.181.9) Property Sale

1.181.10) Complaint Investigation

1.181.11) Retroactive Maintenance

1.181.12) LUC Board

1.182) Building Drainfield Info

1.182.1) Zero or more Buildings

1.182.1.1) Type

1.182.1.2) Building Use

1.182.2) Designed Wastewater Flow

1.182.3) Estimated Per Capita Flo

1.182.4) Segregated W. W. Flo

1.182.5) Soil Abs Area Required

1.182.6) Soil Abs Area Proposed

1.182.7) In Situ Soil Load

1.182.8) In Situ Soil Perc Rate

1.182.9) Mound Sand Load Rate

1.183) Drainfield Info (zero or more)

1.183.1) Sys Elv (ft)

1.183.2) L’xW’

1.184) Field Credit Product

1.184.1) Fecal Coliform Credit

1.184.2) SUTD Used in Design

1.184.3) PTU Used in Design

1.184.4) Per Capita Affidavit Used

1.184.5) Rejuvenation Unit Used

1.184.6) Drainfield Product Used 1

1.184.7) Drainfield Product Used 1

1.184.8) Prod Cr Rtg1 sq/ft/unit

1.184.9) Prod Cr Rtg2 sq/ft/unit

1.184.10) Effluent Filter Used

1.185) Drywell Data (Zero or more)

1.185.1) Dia x Depth

1.185.2) Notes

1.186) Treatment Tank

1.186.1) Tank Manufacturer

1.186.2) Tank Condition

1.186.3) Tank Use

1.186.4) Tank Features

1.186.5) Tank Construction

1.186.6) Total Tank Colum-Gal

1.186.7) Tank Liquid Level-Inches

1.186.8) Inlet Chamber Volume-Gal

1.186.9) Outlet Chamber Volume-Gal

1.186.10) Center Chamber Volume-Gal

1.187) Pretreatment Unit

1.187.1) Unit Brand Name

1.187.2) PTU Model Number

1.187.3) # Of Units Installed

1.187.4) PTU Service Interval Day

1.187.5) BOD-5 Capacity #/Day

1.187.6) Fecal Credit Received

1.187.7) Soiled Depth Credit Received

1.187.8) SUTD Use Required

1.187.9) SUTD Type Required

1.188) Supplemental Treatment Device

1.188.1) Device Manufacturer

1.188.2) Device Type

1.188.3) Device Brand Name

1.188.4) Device Model Number

1.188.5) Device Service Interval Day

1.188.6) # of Devices Installed

1.188.7) Manufacturer Address

1.189) Rejuvenation Unit

1.189.1) Manufacturer Name

1.189.2) Brand Name

1.189.3) # of Units Installed

1.189.4) County Maintenance Req

1.189.5) Manufacturer Name

1.189.6) Brand Name

1.189.7) # of Units Installed

1.189.8) County Maintenance Req

Code Enforcement

Overview

A code case record includes Zoning cases, Sanitary cases, Shoreland cases and Storm Water cases.

Specific Code Process Requirements

Process

Ability to Link case to a property

Ability to select case Type

Ability to select the case Subtype based on Type. Those with no subtype to default to <NONE>

Ability of any workflow date to default to today’s date with ability to manually override

Ability to select what department code case was referred from

Ability for Parcel # will Autofill from the Parcel Database

Ability to View parcel in the GIS window

Ability to View parcel in Google Map window

Ability to update record Parcel owner and property information by overriding the data from the Parcel information system

Ability to Link or Unlink a Parcel record to cases

Ability to autofill Owner and Property information from Parcel on record creation from parcel database

Ability to override Owner and Property information from Parcel on record

Ability for records to be locked when being edited

Ability to update Contact information from Parcel or Contractor List database

Ability to select fines from a predefined list

Ability to manually override fines

Ability to add zero or more Inspection Types per record

Ability to Add, Void or Delete an individual Inspection Type record

Ability to display history of all Inspection events

Ability to add zero or more Historical Activity Log per record

Ability for the user to choose Court Findings

Ability for user to choose Department Action

Printing and Reporting

Ability to track code enforcement, complaint tracking, enforcement actions, and compliance date

Data Requirements

Code Information

1.190) Description

1.191) Notes

1.192) User

1.193) Type

1.194) Subtype

1.195) Date submissions to manage workflow

1.195.1) Status

1.195.2) Opened

1.195.3) Closed

1.195.4) Last Action

1.195.5) Follow up

1.196) Owner and Property

1.196.1) Address

1.196.2) City

1.196.3) State

1.196.4) Zip

1.196.5) Property type

1.196.6) Owner name

1.196.7) Subdivision

1.196.8) CSM

1.196.9) Site block

1.196.10) Site lot

1.197) Referred

Contacts

1.198) Type

1.199) Name

1.200) Address

1.201) City

1.202) State

1.203) Zip

1.204) Email

1.205) Fax

1.206) Contact Method

Violations

1.207) Notes

Financial

1.208) Paid

1.209) Fee Assessed Date

1.210) Quantity

1.211) Amount

1.212) Date Paid

1.213) Receipt #

1.214) Account #

1.215) Pay Method

Inspections

1.216) Notes

1.217) Type

1.218) Inspector

1.219) Municipality

1.220) Date submissions to manage record workflow

1.220.1) Scheduled Date

1.220.2) Time

1.220.3) Completed Date

1.220.4) Time

1.220.5) Result

1.220.6) Duration

1.220.7) Remarks

1.220.8) Record ID

Historical Activity Log

1.221) Type

1.222) Staff Name

1.223) Date submissions to manage record workflow

1.223.1) Action Date

1.223.2) Completion Date

Zoning

1.224) Case Workflow Date

1.224.1) Violation Date

1.224.2) Citation Issue Date

1.224.3) Citation Reissue Date

1.224.4) Citation Reissue Date #2

1.224.5) Date Resolved

1.225) Court Workflow Date

1.225.1) Citation Issue Date

1.225.2) First Appearance Date

1.225.3) Pretrial Date

1.225.4) Trial Date

1.225.5) Court Findings

1.225.6) Department Action

Sanitary

1.226) Case Workflow Date

1.226.1) Violation Date

1.226.2) Citation Issue Date

1.226.3) Citation Reissue Date

1.226.4) Citation Reissue Date #2

1.226.5) Date Resolved

1.227) Court Workflow Date

1.227.1) Trial Date

1.227.2) First Appearance Date

1.227.3) Second Appearance Date

1.227.4) Third Appearance Date

1.227.5) Pretrial Date

1.227.6) Court Findings

1.227.7) Department Action

1.227.8) Court Findings 2

1.227.9) Department Action 2

1.227.10) Court Findings 3

Shoreland

1.228) Case Workflow Date

1.228.1) Violation Date

1.228.2) Date Resolved

1.229) Court Workflow Date

1.229.1) Citation Issue Date

1.229.2) First Appearance Date

1.229.3) Pretrial Date

1.229.4) Trial Date

1.229.5) Court Findings

1.229.6) Department Action

Licensing

Overview

A license includes: Business License (currently known and administered as a “Certificate of Compliance” by Planning & Development).

Specific License Process Requirements

Process

Ability to assign User based on Type and Subtype chosen

Ability to select License Type

Ability to select the license Subtype based on Type. Those with no subtype to default to <NONE>

Ability to select License status. Default is Under Review when record is created

Ability of any workflow date to default to today’s date with ability to manually override

Ability for Parcel # will Autofill from the Parcel Database

Ability to View parcel in the GIS window

Ability to view parcel in Google Map window

Ability to Link or Unlink a Parcel record to the license record

Ability to update record Parcel owner and property information by overriding the data from the Parcel information system

Ability for records to be locked when being edited

Ability to add zero or more Review action types per record

Ability to Add, Void or Delete an individual Review type record

Ability to add zero or more Historical Activity Log per record

Ability to add zero or more Inspection Types per record

Ability to Add, Void or Delete an individual Inspection type record

Ability for Inspection type to Autofill from the Parcel Database

Ability to update Contact information from Parcel or Contractor List database

Ability to add zero or more fees to a record

Ability to select fees from a predefined list

Ability to manually override fees

Ability to select fee payment method

Ability to add a fee if record is Under Review

Ability to autofill Date Paid when fee is paid

Ability to autofill Receipt # when fee is paid

Ability to autofill Account # from predefined list

Ability to add zero or more Condition Types per record

Ability to Add, Void or Delete an individual Condition type record

Ability to autofill Department based on Condition type

Ability to autofill Contact based on Condition type

Ability to autofill Date Added based on Condition creation date

Ability to select Condition Status. Default is Non-Compliance

Printing and Reporting

Ability to generate license renewal notices

Data Requirements

Record information

1.230) Description

1.231) Notes

1.232) User

1.233) Type

1.234) Subtype

1.235) Status

1.236) Date submissions to manage record workflow

1.236.1) Applied

1.236.2) Approved

1.236.3) Issued

1.236.4) Expiration

1.236.5) Renewed

1.237) Owner and Property

1.237.1) Address

1.237.2) City

1.237.3) State

1.237.4) Zip

1.237.5) Property type

1.237.6) Owner name

1.237.7) Subdivision

1.237.8) CSM

1.237.9) Site block

1.237.10) Site lot

Review Action Data

1.238) Type

1.239) Reviewer

1.240) Date submissions to manage record workflow

1.240.1) Sent Date

1.240.2) Due Date

1.240.3) Returned Date

1.241) Status

Historical Activity Log

1.242) Type

1.243) Staff Name

1.244) Date submissions to manage record workflow

1.244.1) Action Date

1.244.2) Completion Date

Inspections

1.245) Notes

1.246) Type

1.247) Inspector

1.248) Municipality

1.249) Date submissions to manage record workflow

1.249.1) Scheduled Date

1.249.2) Time

1.249.3) Completed Date

1.249.4) Time

1.249.5) Result

1.249.6) Duration

1.249.7) Remarks

1.249.8) Record ID

Contacts

1.250) Type

1.251) Contact

1.251.1) Name

1.251.2) Address

1.251.3) City

1.251.4) State

1.251.5) Zip

1.251.6) Email

1.251.7) Fax

1.252) Contact Method

Financial

1.253) Paid

1.254) Fee Assessed Date

1.255) Quantity

1.256) Amount

1.257) Date Paid

1.258) Receipt #

1.259) Account #

1.260) Pay Method

Conditions

1.261) Type

1.262) Department

1.263) Contact

1.264) Date submissions to manage record workflow

1.264.1) Date Added

1.264.2) Date Required

1.264.3) Date Satisfied

1.265) Status

1.266) Remarks

Property Information

Overview

Land database is a replica of what is current in the Kenosha County Land Information database. At the time a user creates a new record (i.e. project, permit, code case or license) and ties/links said record to a property/parcel, the land information associated with that property/parcel at that instant is copied to the newly created record.

Specific Land Process Requirements

Creation

Ability to create parent/child parcel relationship

Process

Ability to view the Kenosha County Land Information database existing relationships

Ability to view parent/child parcel relationship

Ability to move parcel information, notes, documents, permits from one parcel to another

Ability to attach digital documents, plans, photos, videos, etc.

Ability to display property, ownership, zoning classification, parcel id, zoning variances, land use restrictions, and any other property information from the County's Land Information Database

Ability to display attached digital documents

Ability to include automatic property setback detection and dimension requirements

Ability to display any associated record

Ability to red-flag and add notes

Ability for records to be locked when being edited

Ability for Parcel # to Autofill from the Parcel Database

Ability to View parcel in the GIS window

Ability to view parcel in Google Map window

Data Requirements

Parcel Information

1.267) Type

1.268) Status

1.269) Land

1.270) Improvements

1.271) Total Value

1.272) Address

1.273) Subdivision

1.274) SEC-TR

1.275) Acres

1.276) CSM

1.277) Block

1.278) Lot

1.279) General Site Info

1.280) Legal Description

Owner

1.281) Type

1.282) Name

1.283) Address

1.284) City

1.285) State

1.286) Zip

1.287) Email

1.288) Fax

Building

1.289) Units

1.290) Stories

1.291) Building Class

1.292) # of Buildings

1.293) Bedrooms

1.294) Bathrooms

1.295) Building Type

1.296) Municipality

1.297) Year Built

1.298) Size (Sf)

1.299) 1st Floor Sq ft

1.300) 2nd Floor Sq ft

Land Use

1.301) Zoning Code 1

1.302) Zoning Code 2

1.303) Planned Unit

1.304) Rural Cluster

1.305) General Plan

1.306) Census Code

1.307) Shoreland

1.308) Floodplain

1.309) School District

1.310) Tax Rate Area

1.311) Wetlands

1.312) Env Corridor

Associated GIS Data

1.313) Environmental

1.313.1) Severe Slopes

1.313.2) Watersheds

1.313.3) Soils

1.313.4) Leaky Underground Storage Tank

1.313.5) Historical Landfill

1.314) Districts

1.314.1) High School

1.314.2) Elementary

1.314.3) VTAE

1.314.4) Lake

1.314.5) Utility

1.314.6) Sewer

1.314.7) Water

1.314.8) Fire

1.314.9) Supervisory District

1.314.10) CB Supervisor

1.315) Additional Zones

1.315.1) ETZ

1.315.2) ETP

1.315.3) Air Zone

1.316) Existing Non-Conforming

Maintenance Log

1.317) Date

1.318) Contact

1.319) Staff

1.320) Comments

Sanitary Maintenance

Overview

The Kenosha County Sanitary Maintenance Portal provides access to the current status of septic systems within Kenosha County. Customers can access the current status of septic systems. Contractors have the ability to log in and input maintenance results.

Specific Sanitary Process Requirements

Process

Ability to search for a record by address, parcel id, permit #, owner name

After search, ability to select desired parcel

Ability to see all permits associated to a parcel

Ability to autofill Owner and Property information from Parcel on record creation from parcel database

Ability to Link or Unlink a Parcel record to the permit or project record

Ability to view permit details both active and inactive

Ability to view Tank information for all tanks associated to permit

Ability to view Upcoming Maintenance events

Ability to report on maintenance for Septic Tanks, Holding Tanks, Pretreatment Tanks, Supplemental Treatment Devices

Ability to select different maintenance options depending on the type of Maintenance evaluation selected

Ability to view historical maintenance records for a given permit, including results, tank info, and notes, filtered by Type and/or Date

Ability to attach digital documents, plans, photos, videos, etc.

Ability to view local pumping and maintenance companies and type of service provided

Ability to add and manage companies’ profiles (per item 314)

Ability to manage users (add, change, disable) (per item 315)

Ability to select the Security level of user

Ability to view any account profile info

Ability to update any account profile and password info

Printing and Reporting

Ability to generate a list of users currently logged into the system

Ability to generate a list of user activity

1.321) Filter by Name, Action, Start Date Range, and/or End Date Range

Ability to generate a list of reported issues

Ability to generate a Delinquent Systems report

Ability to generate a Recent Activity Report

1.322) Filter by Start Date, End Date, Municipality, Type, and/or Company

Ability to generate a Scheduled Activity Report

Ability to historical maintenance

Ability to show company services report

Data Requirements

Property Details

1.323) Parcel #

1.324) Municipality

1.325) Address

1.326) Owner

1.327) Property Type

1.328) Status

Permit Details

1.329) Permit Info

1.329.1) Permit #

1.329.2) Permit Type/Subtype

1.329.3) Permit Issued Date

1.329.4) Status

1.329.5) Sanitary Permit Type

1.329.6) Final Inspection Date

1.329.7) State #

1.329.8) System Type

1.329.9) Effluent Filter Installed

1.329.10) # Tanks

1.329.11) Drainfield Dimensions (L’xW’x # of cells)

1.329.12) Owner

1.329.13) Address Parcel #

1.329.14) Description

1.330) Tank Information

1.330.1) Manufacturer

1.330.2) Condition

1.330.3) Total Volume (gal)

1.330.4) Use

1.330.5) Features

1.330.6) Liquid Level (in)

1.330.7) Inlet Chamber Volume (gal)

1.330.8) Outlet Chamber Volume (gal)

1.330.9) Center Chamber Volume (gal)

1.330.10) Construction

1.331) Maintenance Events

1.331.1) Maintenance Type

1.331.2) Date Due

1.331.3) Notes

1.331.4) Company

1.331.5) Pumped By

1.331.6) Scheduled Date

1.331.7) Completed Date

1.331.8) Action Performed

1.331.9) # Tanks Pumped/Evaluated

1.331.10) Site Observation predefined questions and comments

1.331.11) Tank Observation predefined questions and comments

1.331.12) Other Components Observation predefined questions and comments

1.331.13) Confirmation signature

1.332) Historical Maintenance

1.332.1) Maintenance Type

1.332.2) Performed By

1.332.3) Date Scheduled

1.332.4) Date Completed

1.332.5) Result

Company Info

1.333) Company Name

1.334) Primary Phone #

1.335) Public Phone #

1.336) Fax #

1.337) Certification

1.338) Address

1.339) City

1.340) State

1.341) Zip

1.342) Website

1.343) License Types (STMA, HTMA, PTU, SUTD, ATRI)

1.344) Status (Active, Inactive)

1.345) Public View flag

Contractor Data

1.346) User ID

1.347) Email Address

1.348) First Name

1.349) Last Name

1.350) Password

1.351) Company Name

1.352) Certification #

1.353) Phone #

1.354) Security Level

1.355) Status (Active/Inactive)

Delinquent Systems Report

1.356) Permit#

1.357) Parcel #

1.358) Owner

1.359) Type

1.360) Initial Due

1.361) 2nd Notice

1.362) Court Status

Recent Activity Report

1.363) Date entered

1.364) Permit #

1.365) Parcel #

1.366) Owner

1.367) Type

1.368) Company

1.369) Pumper

1.370) Completed

1.371) Next

Scheduled Activities Report

1.372) Date entered

1.373) Permit #

1.374) Parcel #

1.375) Owner

1.376) Type

1.377) Company

Reported Issues Report

1.378) Permit #

1.379) Issue

1.380) Company

1.381) Date Added

1.382) Status

1.383) Added By

1.384) Notes

1.385) Change Status

Miscellaneous Permits and Licensing

Overview

Additional license types may be desired by other County Departments such as dog park licenses or county park pavilion reservations. Licenses are typically valid for a certain amount of time and are required to be renewed for continued use.

Process Requirements

Process

Ability to request/add permit to construct, operate, and maintain utilities within highway right-of-way and associated data (eg: Utility Type, Orientation, Work Type, Construction methods, etc)

Ability to request/add permit for a specific towing event and associated data (eg: Towing Vehicle, Towed Vehicle, Trip Information, etc)

Ability to request/add permit for Metal Detecting

Ability to request/add permit for Scuba Diving

Ability to request/add permit Right of Entry

Ability to request/add permit for Dog

Ability to request/add permit for Park

Customer Online Portal

Overview

A web interface that will allow customers and contractors to view and print parcel information, projects, permits, licenses and code violations as well as create and pay for a project, permit or license and submit code complaints.

Project

Process Requirements

Creation

Ability to create/submit project records online via the website

Ability to search for a project record by address or parcel id

Ability to enter contact information for an Owner, Applicant, Contractor, on Projects

Ability to attach digital documents, plans, photos, videos, etc.

Ability to generate automatic fee calculation

Process

Ability to select project Type

Ability to select the case Subtype based on Type

Ability to search for a record by address, parcel id

Ability to search for an existing project by Project type, Status, Permit number, parcel id, Site address, Description

Ability to view project records including project information and parcel information via an online portal

Ability to update project records via an online portal

Ability to select Applicant Type to project

Ability to attach digital documents, plans, photos, videos, etc.

Ability to autofill Applicant information from user credentials

Ability to autofill Owner and Property information from Parcel on record creation from parcel database

Ability to override Owner and Property information from Parcel on record

Ability to display property, ownership, zoning classification, parcel id, zoning variances, land use restrictions, and any other property information from the County's Land Information Database

Ability to display any record type

Ability to pay fees

Ability to track project status

Ability to include online help and instructions

Ability to create a site plan from an existing document

Printing and Reporting

Ability to generate receipts

Ability to print

Data Requirements

Project Information

1.386) Type

1.387) Subtype

1.388) Description

Property Location (address or parcel #)

Applicant Type (i.e. owner/contractor)

Attachment Description

Applicant & Owner Information

1.389) Name

1.390) Address

1.391) City

1.392) State

1.393) Phone

1.394) Email

1.395) Zip

Fee Payment Information

Permit

Process Requirements

Process

Ability to create/submit permit records online via the website

Ability to search for a permit record by address or parcel id

Ability to include contact information for an Owner, Applicant, Contractor, on Permits

Ability to attach digital documents, plans, photos, videos, etc.

Ability to generate automatic fee calculation

Ability to create a site plan from an existing document

Ability to select permit Type

Ability to select the case Subtype based on Type

Based on Permit Type, ability to add specific permit related data

1.396) Zoning – (per data fields in item# 386)

1.397) Shoreland – (per data fields in item# 388)

1.398) Sanitary (per data fields in item# 389)

Ability to add one to many structures to the Zoning permit

Ability to capture specific data for each Structure

Ability to add one to many Treatment Tanks to the Sanitary permit

Ability to search for an existing permit by Permit type, Status, Permit number, parcel id, Site address, Description

Ability to view permit records including project information and parcel information

Ability to update permit records

Ability to select Applicant Type to permit

Ability to attach digital documents, plans, photos, videos, etc.

Ability to autofill Applicant information from user credentials

Ability to autofill Owner and Property information from Parcel on record creation from parcel database

Ability to override Owner and Property information from Parcel on record

Ability to display property, ownership, zoning classification, parcel id, zoning variances, land use restrictions, and any other property information from the County's Land Information Database

Ability to autofill Contractor information from Applicant Type

Ability to link/unlink permits to/from multiple parcel records

Ability to pay fees online

Ability to include online help and instructions

Ability to track permit status

Printing and Reporting

Ability to generate receipts

Ability to print

Data Requirements

Permit Information

1.399) Type

1.400) Subtype

1.401) Description

1.402) Job Value

Structure

1.403) Description

1.404) Type of Construction

1.405) Use

1.406) Width x Length (ft)

1.407) Fence L x H (ft)

1.408) Area (Sq. ft)

1.409) Height (ft)

1.410) # of Stories

Shoreland

1.411) Fill

1.412) Fill amount

1.413) Shoreland Permit Required

Project Specs

1.414) Additional Sub-Types

1.415) Type & Size of Material

1.416) Amount of Fill

1.417) Rest Methods to be Used

1.418) 20 Day Mailing

1.419) Area

1.420) Height

1.421) Length

1.422) Width

Plumber License #

System Type

1.423) State Sanitary Permit #

1.424) System Type

1.425) Sanitary Permit Type

1.426) Total # of Treatment Tanks

1.427) State Plan Approval #

1.428) Permit Transfer

1.429) Permit Renewal

1.430) Wisconsin Fund Received

1.431) Wisconsin Fund Grant Year

Building Drainfield Info

1.431.1) Zero or more Building

1.431.1.1) Type

1.431.1.2) Use

1.431.2) Designed Wastewater Flow

1.431.3) Estimated Per Capita Flo

1.431.4) Segregated W. W. Flo

1.431.5) Soil Abs Area Required

1.431.6) Soil Abs Area Proposed

1.431.7) In Situ Soil Load

1.431.8) In Situ Soil Perc Rate

1.431.9) Mound Sand Load Rate

Drainfield Info (one or more)

1.431.10) Sys Elv (ft) Cell #1

1.431.11) L’xW’ x # of Cells

Field Credit Product

1.431.12) Fecal Coliform Credit

1.431.13) SUTD Used in Design

1.431.14) PTU Used in Design

1.431.15) Per Capita Affidavit Used

1.431.16) Rejuvenation Unit Used

1.431.17) Drainfield Product Used 1

1.431.18) Drainfield Product Used 1

1.431.19) Prod Cr Rtg1 sq/ft/unit

1.431.20) Prod Cr Rtg2 sq/ft/unit

1.431.21) Effluent Filter Used

Treatment Tank

1.431.22) Tank Manufacturer

1.431.23) Tank Condition

1.431.24) Tank Use

1.431.25) Tank Features

1.431.26) Tank Construction

1.431.27) Total Tank Colum-Gal

1.431.28) Tank Liquid Level-Inches

1.431.29) Inlet Chamber Volume-Gal

1.431.30) Outlet Chamber Volume-Gal

1.431.31) Center Chamber Volume-Gal

Pretreatment Unit

1.431.32) Unit Brand Name

1.431.33) PTU Model Number

1.431.34) # Of Units Installed

1.431.35) PTU Service Interval Day

1.431.36) BOD-5 Capacity #/Day

1.431.37) Fecal Credit Received

1.431.38) Soiled Depth Credit Received

1.431.39) SUTD Use Required

1.431.40) SUTD Type Required

Supplemental Treatment Device

1.431.41) Device Manufacturer

1.431.42) Device Type

1.431.43) Device Brand Name

1.431.44) Device Model Number

1.431.45) Device Service Interval Day

1.431.46) # of Devices Installed

1.431.47) Manufacturer Address

Rejuvenation Unit

1.431.48) Manufacturer Name

1.431.49) Brand Name

1.431.50) # of Units Installed

1.431.51) County Maintenance Req

1.431.52) Manufacturer Name

1.431.53) Brand Name

1.431.54) # of Units Installed

1.431.55) County Maintenance Req

Property Location (address or parcel #)

Applicant Type (i.e. owner/contractor)

Attachment Description

Applicant & Owner Information

1.432) Name

1.433) Address

1.434) City

1.435) State

1.436) Phone

1.437) Email

1.438) Zip

Contractor information

1.439) Name

1.440) Address

1.441) City

1.442) State

1.443) Phone

1.444) Email

1.445) License or ID

1.446) Zip

Fee Payment Information

Property Information

Process Requirements

Process

Ability to search for a location by address, parcel id

Ability to view and select parcel by GIS map

Ability to see all property information and record types associated to selected parcel

Code Violations

Process Requirements

Ability to search by Violation #, address, parcel id

Ability to view and select parcel by GIS map

Ability to see all property information and violation record associated to selected parcel

Ability to file and track complaints online

Allows for required fields and prerequisite information

Ability to display a confirmation screen with specific verbiage after submission

Ability to include online help and instructions

Data Requirements

Requester name

Address

Phone

Email

Complaint Description

Complaint Location (address, Parcel #)

Licensing

Process Requirements

Process

Ability to create license records

Ability to search for a location by address, parcel id

Ability to include contact information for an Owner, Applicant, Contractor, on Permits

Ability to attach digital documents, plans, photos, videos, etc.

Ability to generate automatic fee calculation

Ability to attach digital documents, plans, photos, videos, etc.

Ability to autofill Applicant information from user credentials

Ability to autofill Owner and Property information from Parcel on record creation from parcel database

Ability to override Owner and Property…