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Item J6
I I � I I P �RX"Dld 1XI IN D10 ARM M,3 MeetingDate: October 2,1,,2015 Department: Building Bulk Item: Yes No to Contact /Phone #: AGENDA ITEM WORDING: Approval of SunGard Public Sector, Inc, contract to upgrade the CommunityPLUS v8.2 permitting, code compliance and planning system to version 9.1 for total of $44,540. ITEM BACKGROUND: The CommunityPLUS permitting, code compliance and planning system is operating on a server that is well over 5 years old and no longer under warranty. Upgrading these servers will require the division to upgrade the version of the software from v8.2 to v9.1, as the current version will not run on newer server operating systems and newer MS SQL database application. In preparation for the upgrade, a complete analysis of the current system custornizations was inventoried and documented for retrofitting the "out the box" upgrade version to assure staff can continue to operate across all offices with minimal change. The cost for these additional customizations is noted on the attached quote as "Development" at $19,200. Additional costs 2ss1ciate1 with the upgrade are $7,040 for training, $18,300 for SunGard installation, configuratic%, ?nd project management. The County's IT department will purchase the required new servers, this c000 is not included in the AlS. W "I OVA r-41131 A I Div, "m 11- 1 [0=11 1111MINE011W& I .. -- LWOR"I 1,71ima !13101311 DRI STAFF RECOMMENDATIONS: Approval TOTAL COST: $44.540.00 INDIRECT COST: BUDGETED: Yes X No DIFFERENTIAL OF LOCAL PREFERENCE: 11 11111! ('Iii 151111f! il J1 11 ! �l MW REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year APPROVED BY: County Attomeyf-T) OMB/Purchasing eb, Risk Management rl I DOCUMENTATION: Included X Not Required_ DISPOSITION: AGENDA ITEU, # IX [801 1010*41101 1-61d 0973 411wel 09101112 1 W941INTA UTJ 16" IQ N 0 Contract with: SunGard Public Sector Inc. Contract #N/A Effective Date: Expiration R. N/A Contract Purpose/Description: Approval of SunGard Public Sector, Inc, contract to upgrade the CommunityPLUS v8.2 permitting, code compliance and planning system to version 9.1 for total of $44,540. Contract Manager: Building Official 8729 Building (Department/Stop #) for BOCC meeting on 10/21/15 Agenda Deadline: wel 0 11 X. M WIM i P Total Dollar Value of Contract: $ $44,540 Current Year Portion: S $44,540 Budgeted? Yes Z NoE] Account Codes: 180-52502-530340 Grant: $ N/A County Match: $ ADDITIONAL COSTS Estimated Ongoing Costs: For: (Not included in dollar value above) Jeg. maintenance, utilities,j anitorial, salaries, el Changes Date In Needed Division Director Yes O No[:] Risk Management Yes O No[2' O.M.BJPurchasing dil/T Yes[:] Noli off's-UN7 11-jr,"111 RZYMAWMA11nivirdi FIRT1 MOM I Addendum !; THIS ADDENDUM to the Contract (Contract) dated January 14, 1999 between Monroe County a and SUNGARD PUBLIC SECTOR- - o SUNGARD PENTAMATION, INC. [formerly Pentarnation Enterprises, Inc.] (SunGard) whose address is 1000 Business CenterDrive, Lake Mary, FL 32746 is entered into o 2015. CountyWHEREAS, the ! SunGard entered into . Contract dated January 14, 1999, software- building department and for other services;and there have been severaladdenda, the last one being called ■ by ■n!- County for record keeping Addendum Number 7 dated November 18, 2014,for the provision of services ■ ■ ` and specificWHEREAS, for record keeping purposes, this shall be called Addendum No. 8; and WHEREAS, the original softwarepurchased has been provided by ! and payments due have been made by County; and WHEREAS, the County needs an upgrade to software, and SunGard desires to provide it; and . d - only vendoro provide a a becompatiblewith the a service and SunGard's proprietary ! NOW, THEREFORE, the parties agree as follows: 1 . SunGard has provided to the County an analysis of the County's current CommunityPLUS software system resulting from the Ph amendment, and now will provide - - as provided a Quote 111 as dated 8/10/2015, attached as Exhibitbe !. • for by a accordance amountaforementioned quote, and as itemized in the paragraphs 2 through 6 below, in the of 41 2. Four days of training be conducted to cover new features and navigation changes at $1,280 per day for four webinars totaling $5,120. 3. The additional training services required during the upgrade are Administrator Review: half a day of webinar at $640; Forms workshops for all Applications: half a day of webinar at $640; and Code Compliance: half a day of webinar at $640, totaling $1,920. 4. The cost for development of - customizations noted in the Analysis document ■ 1' 5. The cost for installation and technician of the software system included in the quote is $11,900.00. I Project Management of all aspects of the migration process, including installation. conversions, modification, and training quote at $6,400.00. 7. All requests for payment will be invoiced by SunGard. County's payment is governed by the terms above, including Exhibit A, to the extent allowable under the Florida Local Government Prompt Payment Act. 8. This Addendum is subject to an annual appropriation by the Monroe County Board of County Commissioners, County believes that sufficient funds can be obtained to pay all amounts due SunGard throughout the term of this Agreement and hereby covenants and agrees that it will make appropriate requests for budget appropriations for the fiscal years in amounts as specified herein. County further agrees that said funds, once appropriated, will be maintained and expended for the expressed purpose of acquiring from SunGard the licenses and services set forth herein. In the event sufficient funds are not appropriated, not budgeted or not otherwise legally available, County shall immediately notify SunGard of -such occurrence and SunGard will respond with a proclamation that the Agreement, or the appropriate executory portions thereof, is terminated. Should there be any premature termination of this Agreement, County shall be responsible to pay a) for any services delivered by SunGard prior to the notice and b) for all software which has been delivered and accepted. S. The County will notify SunGard of executed quote via email for invoicing of 100% cost, due within 30 days. 11111111111111 l��illillill iip; t ATTEST: BOARD OF COUNTY COMMISSIONERS AMY HEAVILIN, CLERK OF MONROE COUNTY Deputy Clerk Mayor Danny L. Kolhage WITNESSES: SUNGARD PUBLIC S�TOR, INC. DocuSigned by, Docuffigned By: UAAS (,Aymu 1�-42J-1zF'7I3EF5_17-,4C A- I Georcie Sereikas - Manager, Contracts Print Name and Title Chris Coleman — VP & CFS Print Name Date: 9/28/2015 (2) 5DocuSigned by; r+ �-31130113711`133XAO Patricia Smith — Team Lead, Contracts Print Name INISM111111 SUNGARW IUBLIC SECTOR Chris McAtee 1000 Business Center Drive Lake Mary, FL 32746 Phone: (800) 727-8088 Fax: (407) 304-3301 Rnoil, c1,ris.,Ticatee(@sunQardPs.corn Karen Pleasant Monroe County Technical, FL 2798 Overseas Hwy Marathon, FL 33050 ty 9.1 ni tion plan for migrating the Monroe County TRchnical Division to our Communi PLUS his �ocment outlines the suggested traMinning and impiemer r�his �oct I pro products. Projected conversion and training costs are estimates based on our current knowledge of your needs. !III Inn 'I'll 8.2 Cash Receipts 8.2 Permitting, Contractor Licensing, Zoning, LocationstEntities. 8.2 Code Enforcement 8.2 Service Requests 8.2 GIS interface 8.2 Community Workflow 8.2 eGov Core(fear mer Ones Stop Shop), Inspectors portal, Service Page 1 of 5 0. . ; . I : . : - . IT-1.1 1,111ME17-18111 CommunityPLUS Training: We recommend a total of 4 days of training be conducted WebEx to cover new features and navigation changes for the CommunityPLUS 8.2 products currently under maintenance. I ,I and living expenses are in addon to the prices quoted above and shall be governed by the SunGard Public Sector Corporate Trave and Expense 4ursement Policy. ag days are based upon an eight hour day, which includes setup time. training required beyond those days indicated above will be performed at the then standard per them or hourly training rate. kdministrator Review: New configuration functions since va.2, and changes in current configuration functions, i.e. security, reference tables, cashier, Jatabase tables (crucial to understanding impact on local VIEWS or reports designed) .5 day @ $1,280 / day webinar $640. -orms Workshops for all Applications 5 day @ $1,280 / day webinar $640. ide Compliance: Additional consulting/training time to go over Mail Merge Agenda option to see if it will work better than the current process, which ;preadsheet because the Agenda functionality currently doesn't meet staff needs MEIM Development of software modifications defined during the CommunityPLUS System Review for Upgrade are proposed using the SunGard programming rate @ $200 In full-r, 11 11 Mail Merge FormEasv — Custom Variables $2400 $800 �11600 Confidential Page 2 of 5 f,ocuSign Envelope ID: 01OA5584-4CD8-4ESE-8618-42BESBA6D484 Permitting — Permit Information Search Screen $800 Permit Information — Status Field $200 Code Compliance — inspector Permissions $800 Code Compliance — Event Dates $200 1 - I Code Compliance — Lien Compliance $200 eGovPLUS — Permitting — Plan Reviews Tab $2000 eGovPLUS — Permitting — Inspections Tab $1600 eGovPLUS — Permitting — Fees Tab $1200 eGovPLUS — Code Enforcement Search $1600 eGovPLUS — RE Number$800 eGovPLUS — Phone Numbers $200 eGovPLUS — Contractor Search $1600 eGovPLUIS — Contractor Search Results $1600 eGovPLUS — Contractor Detail $1600 TOTAL $19,200 1 Installation: dkernote installation and configuration support for the following applications on a SQL server provided by the County to meet the 9.1 specification Line printers are not supported. FOURJS Genero lipen Source MKST Toolkit Project Management: cludina installation, conversions, modifications, and training. License, Project Planning, Project of this Quote. Training fees and Travel & Living expenses are due as incurred monthly. Installation is due upon completion. Implementation and Third I arly_�uc� Services fees are due 50% on execution of this Quote and 50% due upon invoice, upon completion. Unless otherwise provided, other Professional Services are due monthly, as such services are delivered. Additional services, if requested, will be invoiced at then -current rates. Any shipping charges shown are estimated only and actual shipping charges will be due upon invoice, upon delivery. Annual Subscription Fee(s): Initial annual subscription fees are due 100% on the Execution Date. The initial annual subscription term for any subscription product(s) listed above shall commence on the Execution Date of this Agreement and extend for a period of one (1) year. Thereafter, the subscription terms shall automatically renew for successive one (1) year terms, unless either party gives the other party written notice of non -renewal at least sixty (60) days prior to expiration ofthe then -current term. The then -current fee will be specified by SunGard Public Sector in an annual invoice to Customer thirty (30) days prior to the expiration ofthen-current annualperiod. KIIIIII Mot rag or at the time of executiaT Authorized Signature: Date: Printed Name: Confidential rage * cir 6 77MM M.- 1111111111mllii-ill pil llnllll� III I I I lill >- . lZIP11,1111 7., M-we", m7f; =w *M=mw2#j?{»2«©° AWIM-741 F., M-M am 0 2 m m I mum it "immmue imw�WMEI RRMWO I i�� � Approved Updates to PDF 8125115 711115 CUSTOM, PR0GRAMMING -A&READYPROGRAMMBQINTO V9m Snmnmmamymf Incorporated into .... .......... ............... .......... 4 ................. .................... ....� Permit (and Code Compliance) information ~Note$ .... ................................. .................................. .....~......... .'...... -'-9 TEPrior to First Issuance ............................... .......... ,........... ... .-....... ...~.......... Ii Permitting Ptan Revi 12 ............. .~��15 QU1REDFOR UPGRADE. ........ ___—____—__..... ....... —.__—__—___—_16 Summaryof Custannizations Require-d fOT.......... .............. ......................__~.... ....... —_—_-I6 Emcmmmp,as$Receipt Functionality ..... ............................. ........,,........ ,... ........... ,...~._-_~............... _-__—'—._..17 MailMerge ....................................... ........................... .............. ....... ~..,............ .-__,.~_.......... _.......... —_........ 23 __24 ^^---------2' .............. -._—........ 2g 30 31 ^'~~~~'~~~^``^''^'~`^^~'~~ ��������................... 33 .......... .~-.......... .—.~...35 ........,....... .....^�~36 ~~~~~~.~.~.~ ........ ...... ............. ......................... - --- .............. .30 ���....� .... �...... 39 ^^^`'~ CUSTOM PROGRAMMING AFTER ....... ....................... ........... 41 Approved Updates to PDF 8t25115,711115 OfficeCodes,. ................. _---- ........ _............... `----- ------------------ 42 msmfSpecial Conditions ......... -._—__........... ......... ............... ...... --- .............. ...... .... 44 EmpinmCmdem 45 Inspectors_..__.-___....... -__—_--_.___-__.......................... .....~..~..-........... ........~............... ............. 45 ....... ~~..~................ ~..~.~~~~~~~~ 46 Code CornpWamom&mspmction/Evemt Types ..... —........................... __...... ........ --- ............... .... —........ ................ 47 codeCompliance Violation Codms.............. ..................................... ................... ....,~........................ ...'.,...... '.............. .48 PermittingPermit Types ...................... .......... .................. ...... --- .......... ,........................................................ ................................... 49 PlanReview Types.. ............. ................... ........ ........... .............. ............ ................ ........ ........................... .......... .__—'_50 Permitting Plan Review .------ ..... ..... 51 Com1ractmrUcemsng -_........ ........................ 5Z .................. ------- ......... ....... .~^.53 Code Compliance - .~~.~~~ .................. 54 __—_—_-........... ......... 55 R FWN[Ti0NISREWI£V*ED_—_—......... —._~....... .................. —_..................... 57 57 57 Permitting Plan Reviews ~ Out ............ ........................ .......... ....,,......... ... --_-- ....... ................ ............... 5B tiomRequirement, ~~~ ~~..~~...~~~ _-___62 CodeCompliance ~ Liens. ................................. ........................... .................. ................... ..... ....,............... .......... ........ -63 ^'^^^^^^^^^^~~~'^`'^~' ^^'''^'^^`^''^~''^^^~^65 EXISTING CUSTOM ()OCUMENTATION.......................... ......... ................. ....................................... .............. ........................... 66 ACMRO0!4......................... ............... ..------- ....... —.......... .............. .................................................. —_^^—.~^^--~^^-^^'~^^^^^^^66 ACk*R0015.............. ............ ........ .,............ ........ .............. ...._~....... ............ ............................. .............. ................................ 78 ACMR0002........... .~.......................... ......................... ...... .......,,._..-~_-~_...... __—........... ---------- ... ......... ................. ...5B DoCuSign Envelope ID: 01DA5584-4COB-4E8E-8618-42BE6BABD484 Pill.111 • Summary of Custornizations Already Incorporated into V9.x Configurable Mapping Permit (and Code. Compliance) Information - Notes Inspection ADD/DELETE Prior to First Issuance MonroeCountyTechServicesCustomAnal ysis-061215v2,docx Page 4 of 93 Approved Updates to PDF BQ5/15,711115 g q prgz r !1! Configurable Mapping j7he Coung has a custom modificatio . -'r 'ect ACMRQ014 for Configurable Mapping. The screen shl below show the setup that Monroe County is currently utilizing iln version 8.2. Applications 4 System Administration -) Reference Tables --> Mapping Solutions so Edit FAM11" &P a 16161 1 6" 6 , 7 UAPQ Poit GOGO GOOGLE kan Pa. YAHO VAHN MAPS W.PA mohm COLOM PROPffiTYANMMEF � UMMSAMMOW LFCWLI Do~ LdONROECOLNMGMWEBWAPPL D44NO Accur . . . .. . . . . . 9GrAqjA6@kdm sr—TyPe . . .. ............ symor M.P. n"J" Mon roeCou ntyTechServicesCustomAn a I ysi s061 21 5v2.d ocx Page 5 of 93 Approved Updates to PDF 8125/15, 711115 DocuSign Envelope ID: 010A5584-4C08-4EBE-8618-42BE6BA6D484 All 1, IrTl; Tools -) User Preferences 4 System tab MonroeCountyTechServicesCustomAnalysis_06l2l5v2 docx Page 6 of 93 Approved Updates to PDF W5/16, 711115 1:1:1 i:, F I E, I � 111! LF F: R F: EN I I 4-I I C.T 1-1 0 Lommunify-FC17377.5-TrIas an ennancew below. The County should be able to utilize this version out of the box. aG7711ffd2d0?dS3dIb/III 9W ;OOG =mvm `,I'S AHO YAHOO MAPS MOM GEOSLOCKS-RAPVIEW low GEODLOCKS,WESVIEW 0ScP GSC ESRI SILVEILUGHT PUBUC .sa GSC ESRJ SILVERUGHT INTRANET iscm GSC SILVERUGHT MAPIT UM323m umto 0-0 MonroeCountyTechServicesCustomAnalysi!L061215v2.docx Approved Updates to PDF 8125115711115 PA I SUNGARD' Pubfic Sector EntitV Optioft Entity Change Warning - - - ---------- The County has stated that in their current version, th -4&�e without having to do this, F—k UW.O- - V111 W ...... . .... Sum t1 Mal ---j S M.wn =F.-d ID7 "to — — ----- UM 3`0*0" lwr AqW Omer icumool zrm omnw 0— Em" TA —a" h-A IWA DHO SflonSOV*rKW L . . .. . ....... J cWtAots tu—d 11=120f■'Opmw O"mot C.rbfima rr" . .............. --r-W —*W IUC=h 02M ft-4 D.W. P.M" :-BL - BWL=w Kmrr Knuniiii-i6knmr K=l mean" ma Va"o 0— 'NA.NOrAWJCABLA . .... ... . . . - Ago" Val" ............ .. . L Ll C-4m ftrmtrwm' Pm"IT-KOW I MonroeCountyTechServicesCustomAnalysis-06l2l5v2.docx Page 9 of 93 Approved Updates to PDF 8125115, 711116 All." ICU W • LTi e Esti Ived if 9.0/9,1 satisfies their needs Mon roeCountyTechServi cesCu stomAn alysi s061 2150, d ocx Page 10 of 9--- Approved Updates to PDF 8125/15711115 DocuSign Envelope ID: 01OA5584-4COB-4E8E-8618-42BE6BA6D484 ; LETE Prior to First Issuance Currently, the user is not permitted to add or delete inspections prior to the permit being issued. MOT M", iiiiiii'Iillii III i IF Niiiiii I i 1! 11 SMEMM3�= version 8.2 does allow inspections to be deleted prior to first issuance. Affected Modules: LPermitO.4gl --- .................. . ...................... Ti stimate: N/A ........ . ........... jx� Wiw�� MonroeCountyTechServicesCustamAnalysis-061215v2.docx Page 11 of 93 Approved Updates to PDF 8125/15711115 SUNGARD' Public Sector Permitting Plan Revi When looking at plan reviews using BROWSE mode (Plan Review icon at the top of the screen), the asterisk does not display in the notes column, even if there are notes. See example below: However, the asterisks do display properly if the user uses the ACTION button on the right side of the screen: Mon roeCou ntyTech ServicesCustomAn alysi s_061215v2.4ocx Page 12 of 93 Approved Updates to PDF 8125115,711/15 Do Sign Envelope ID: 010A55844CO8-4E8E-861842SE6BA6D484 SUNGARD' Public Sector . . . . . . . . . . . Mon roeCou ntyTechServi cesCustomAnalysi�_0612150.d ocx Page 13 of 93 Approved Updates to PDF 8125115, 711/15 �011 N M IFFIMMI i Iff "T711FIRRI-W-T, ff-11 SUNGARD' Public Sector Permit Information permit Number 05oa status [0:js-- I P*rW in 1O12:1�5 Address [13�_ Owner Name MARGAREI ..................... -'-- .......... . — . . . ......... . . ............................... . .... Review Stop Revision Date In Date Out Status Time Reviewer Notes Contractor 10 — — - - ---- ---- -- ................... ............... . . . ....... SLOG I 03V3012006 F gwppart Plan Review Information Review stop JUDG - BUILDING K" RMEW Revison Coattnuous Reviewer Time Date In me in Owls Out Time Out,, Status Status Date, Time spent 1 0.001 Plan Review Notes so am@ Mon roeCou ntyTechServi cesCustomAn a lysis_061215v2.d ocx Page 14 of 93 Approved Updates to PDF 8125115, 711115 ef—, e Complaint Description When entering a complaint, the user selects the desired complaint code(s). Upon saving the complaint, a duplicate complaint code is automatically created, as shown below. MIM -40099WI WO JRM MonroeCountyTechServicesCustomAnalysis-061215v2.docx Page 15 of 93 Approved Updates to P. 8125115711115 11! W-131 Irl1r,71 SUNGARD' Public Sector Summary of Customizations Required for Upgrade FEATURE Encompass Receipt Functionality Mail Merge Maximum Hours of Programming 12 0 0 fljrc,��� 01 Mon roeCou ntyTechServicesCustomAnalysis-0612 1 5v2 docx Page 16 of 93 Approved Updates to PDF 8125115, 711/15 ; TIMM 1.1 1-11 Late] III This is an existing customization in the CommunityPLUS 8.2 software, documented in the code as project 6CMR0015. It includes 2 fields for notes on the Online Receipt Entry screen, a specialized procedure for miscellaneous charges, and a Daily Cash Receipts Report. The screens below illustrate the current modifications. �f)Revenue codcs - Mnmm COUNTY TEST NTRACTIOR UCE FEE iPA Mon roeCountyTechServicesCustomAna I ysis_061215v2.d ocx Page 17 of 93 Approved Updates to PDF 81251156 711115 I- 4 - - I . . "I . I . . there is no filtering based on the way the fee was entered into the Reference Table). jpffimqw,�MW� wm�� Mon roeCountyTechServicesCustomAnalysis-061215v2. docx Page 18 of 93 Approved Updates to PDF 8125115,711115 displays the custom Notes 1 and Notes 2 fields at the bottom of the screen. MonroeCountyTechServicesCustomAnalysis-061215v2.docx Page 19 of 93 Approved Updates to PDF 8125115, 711115 �dlljk` ItTI-I MI-IMMI. Daily Cash Receipts Report The Dailv Cash Receints Reoort is available from the Cash Receii3ts Reoort menu-, M MonroeCountyTechServicesCustomAnalysis-061215v2,docx Page 20 of 93 Approved Updates to PDF 8125115 711115 s well as choose the reoort sort order MonroeCountyTechServicesCustomAnalysi�_061215v2.docx Page 21 of 93 Approved Updates to PDF W5115,711115 1 o l ; 01/13/15 MONR 1? COUNTY, F DAILY CASE: E,-S R PORT. CRITERIA- DATE — 0113/2015— REG NO 01 RECEIPT a AMOUNT RECEIPT 01000006847 11M00 RECEIPT 01000 06 47 5.00 RECEIPT 0100000 84B 1.1. 00 RECEIPT 01000006846 5.00 TOTAL FOR �1.,C OUN'T 146 000000 , 641705—S 32,00 R-i —'-'IPT 01000006947 ? 0..00 RECEIPT 01000006948 10 b 00 TOTAL ,..FOR ACCOUNT 14 ,,..600000 41006—SG 70 fi 00 RECEIPT 01000006B46 6080 RECEIPT 01000006847 155.00 RECEIPT 01.0000066 47 155,00 RECEIPT 01000006 48 15 .00 RECEIP'll01000006B4B 106.00 EC 1 °1 01000006 49 203.12 TOTAL FOR ACCOUNT 180-000000-312005—S 866,1.2 TOTALS FOR REPORT 935 � 12 �b 0 p+CASrH� CREDIT "DO OTHER 7 '^+'�h%0Nt§4wew: �,u,": u'`N'.".Ni^`A'�T+�4'YC9bM1'W"°WYV'aNN`N�.`.'.�^&.`4.R`ffi'�'%94#'W.'"Y"�`Y.'".`.WAL."'":4'ML.t,�.:..2"`+?l�F"Y"N`".:`:x',N5`yW'xV2":`u`Ai"@+'Y"" ."v.�.evi4-.�P+!�nY�u.'.w+'«q, ."`R`�^•d�' {""."J4't��`.4w:dN•nuW kuwem4Ne.":mmz Affected Modules: rmenintf.4 I rmglbvar,4gl r l ngrc .4 I r onlin .4 1 rmrcprptAgl rec i ts, feelist.per r nln 2.p r rmrc rptoper searc.pr Time Estimate: a2 Hours SUNGARD' Public Sector Mail Merge Currently, code forms are not set up for multiple offices (macros for merge). Each office does now have its own mail merge script and also its own directory under U.\GDC. However, the NOV forms are only 't-e-fc&n. cszanoWd-Le In version9.0/9.1, mail merge of the same, as far as needing the scripts to set the directories. In the caA 6wylll;l�� However, the County will not be able to use this variable since they have different setups for each office. So they will still need a mail merge script for each office. lillill Mill Ill 111 !!Ills I I I Ill I 3. Copy a current mailmerge sh script file (create new mail merge shell script file (d,\spi\spicps\etc8,2\)) to create a new one for new office. Edit this file to chanj 5. Not related to mail merge, however importan a new register via Applications > Cash Receipts Reference Tall Registers 6. SUNGARD must then add new office to ENCAREA (create CASE for support) Time Estimate: 4 Hours Mon roeCountyTech ServicesCu stomAn a lysis-061215v2,d ocx Page 23 of 93 Approved Updates to PDF 8125115, 7/1115 i nere is a custorn M001TIcation ciocif oariables. T�e list of custom variables is as follows: FormEasy Variable Applicatim- Va-rrie $VIO-UST-M Code Compliance Via ALL Code Compliance $LAST -RECEIPT $LAST -FEE $STAT $NOTES $LICENSE $EXAM-LOC $EXAM -DATE $EXAM-SCOR I $EXAM -TYPE � $INS-EXP mza� SUNGARD' Public Sector Description Technical Details for Variable Licensing i Last receipt posted Licensing Last fee posted -M Licensing i Contractor Status Code Licensing Contractor Note Licensing Contractor License Licensing Contractor Exam Location Licensing Contractor Exam Date cceordinance.descrip, ccetowit.note.. text, cceordtext.note-text �vt-AX(cer%receiAt�_let.recei. �- cpmlic-fees,fee-amt (obtained by ordering by fee -date DESC) cpmlicJees.fee_paid (obtained by ordering by feeJate DESC) cpmcontractor.stat cpmcontractor.c_notes_ cpmcontractor.license cpmcontractor.exam-loc cpmcontra ctor.exam-d ate Licensing Contractor Exam Score cpmcontractor.exam_scar Licensing Contractor Exam Type cpmcontractor.exam_:type Licensing Contractor Insurance cpmcontractor.ins--Pxp USING expiration date Licensing Contractor Worker comp. cpmcontractorwkr-exp USING I expiration date Licensing Contractor Insurance cpmcontractor.ins-comml comment line I Licensing Contractor Insurance cpmcontractor.ins-comm2 comment line 2 Licensing Contractor Worker comp, cpmcontractor.wkr-compl comment line $WKR-00MP2 Licensing Contractor Worker comp. cpmcontractor.wkr-comp2 comment line 2 Mon roeCou ntyTechServicesCu stomAnalysi s.1061 215v2, d ocx Page 24 of 93 Approved Updates to PDF 8125115711115 All 11L Ertl Is 0 Forma sy Variable Application Description Technical Details for Variable Name $USER2 I Licensing Contractor User -defined cpmcontractor.user2 value 2 $USER4 i Licensing Contractor User -defined 1 cpmcon tractor. user4 value 4 $STATE-REG Licensing Contractor State cpmcontractor.state-reg registration number STATE_ Licensing Licensing Contractor State cpmcontractor.state-exp USING registration expiration date $OL-NUM Licensing Contractor Occupational cpmcontractor.ol-num license number $STAT-NAME Licensing Contractor Status Code cenmastperm.key-desc where I Description ten mastperm.table-code cenmastperm.key code cpmcontractor.stat $EXAM TYPE NAME 1; Licensing Contractor Exam type cenmastperm.key desc where name cenmastperm.table�-cocle cenmastperm.key -code cpmcontractor.exam_type $CLADRSC1 Licensing Contractor Owner Address cpbentity--addr.o-adrsl line 1 $Q_ADRSC2 Licensing Contractor Owner Address cpbentity-addr.o-adrs2 line 2 $C_ADRS Licensing Contractor Address line 1 cpbentity_addr.c_adrsl $C_ADRSI Licensing Contractor Address line I. cpbentity-addr.c-adrs1 $( ADRS2 Licensing Contractor Address line 2 cpbentity_addr.c_adrs2 scITY Licensing Contractor City cpbentity-addnc-city $C_STATE Licensing Contractor State cpbentity-addrc-state $C-ZIP Licensing Contractor Zip code cpbentity-addr.c-zip K PHONE Licensing Contractor Phone Number cpbentity-addr.c hone -p sc_Csz Licensing Contractor City State and cpbentity-,addr.c-city Zip cpbentity aciclr.cstate cpbentity addr.c..;ip $ALL-COND Permitting Permit Conditions/ otes pene cmprm ots.note _text Mon roeCountyTechServicesCustomAnalysis-061215v2.docx Page 25 of 93 Approved Updates to PDF W511 5, 711115 1-11 I'l, E r.711. i Fl• ........... . FormEasy Variable ....... . ........ . . . . .................. . ......... Application . ..... . --------------- - --- - ------- . Description . . ...... T--- ....... .. ..... . . . .. . .. .. . ... . .. . .. ................ -- ................. ......... ..... .. . . . Technical Details for Variable I Name ------------ ------ -- $ALL NOTES Permitting Permit Notes libnotedti.line _text .. ...... . ...... .... . ...... NEW VARIABLE ... ... ... . Code ---------- ------- iens+ in L Fi es (from . . .. .. -.- ......... — .. ... .. .... . ... ----------------- cceliencase.lien at + ((TODAY I Compliance Maintain Liens screen) ccefines.......fine_amffl 11 .. . .. .. . . . . . . ..... . ... ........ Affected Modules: . . ............... fmezcon.4gi . ........ . - . ................ fmezenf.4gl fmezlic.4gi fmezmain.4gi fmezperm.4gi Mon roeCountyTechServicesCustomAnalysis-061215v2. docx Page 26 of 93 Approved Updates to PDF 8125115 711115 =4r=1111;^ ■ ! 11 31.1:� F I I IT I i1 :! I I I ii PIIE'701� rmation Search Screen On the Permit Information search screen, the search results include columns for Permit, Status, Type, MWIF n-M Affected Modules: --- - - ----------- - - - - - - - permit 0.4g1 rex-perm.per — -------- - - - - - - ------------- . . . . ......... . . . ......................... Ime Estimate. 4 Hours MonroeCountyTechServicesCustomAnalysis.06l2l5v2.docx Page 27 of 93 Approved Updates to PDF 8125115711115 CIA ' Permit Inf Field and Permit Type Field *—,—I.— our suggestion is to add a prompt after a change is made to the Status field to make sure the user actually wanted to make that change, rather than rearranging the screen itself (after you exit the field). III , ! I I'll, A i 110 wants to make the change. Affected Modules- permitlAgl MOMW --maww"NOW 411" do" MonroeCountyTechServicesCustomAnalysis-o6l2l5v2,docx Page 28 ■ 93 Approved Updates to PDF 8/25115, 711115 SUNGARD* Public Sector would like v Vjwj�. 11.1111j� , �V�JL tj�rjrj to assign a different inspector. The request is to change the default to the current USER, not necessarily the assigned inspector. Affected Modules- [bardu:nc:4 _ Ii T Time Estimate- 4 Hours -—V--11111111 — — - ---------- -- - - ------------- - - -- "Mmow— Owma—.0" "NOW MonroeCountyTechServicesCustomAnalysis-061215v2.docx Page 29 of 93 Approved Updates to PDF 8125115 7/1115 SUNGARD' Public Sector 11!11111113���Ijip!�Ijpjq 'I I 31113112!1�7.1 I I - Wok7ka F- Affected _Modules.- =brdfunc-4gI . ..... Time Estimate: 1 Hour ............... MonroeCountyTechServicesCustomAnalysis-06l2l5v2.docx Page 30 of 93 Approved Updates to PDF 8125115, 711/15 rftv,MW,rq7.W.rW�. =1 SUNGARD' Public Sector always show the amount correctly (shows asterisks). The mask needs to be modified to allow larger amounts to be displayed. jA 5mm*W RData Tim 1I TW* I q CWMWI pu T - PM"E 7 CODE IQ 02A I jii—S "MI'M I - COMMEW CODE I KW -WNDSOFL KATHLEEN j RESEARCH MEALS THAT LIEN FOR IMOMO j12m2! !CRi--&E-ATEACUE . .... ..... 4 . .......... 4 + ... . . ..... -kopeefionDowu 723M CNAEM 114-1ft. ImpedwAvW Two TICM, T -COMMENT CODE XUAT DLTI' 10100114 FM M . ....... InqndiantEvat Wwba 4 k*AmafZw* Wpodo Eved Dde IMAIrms A Event SW= WakTin Action 7-3 0 Affected Modules: . ................. ------------ Ifin'es.4gl H-- . . ......... ..- —i - — 1 0 iscount stimaw our 100% di count W MonroeCountyTechServicesCustomAnalysis-061215v2.docx Page 31 of 93 Approved Updates to PDF 8125115,711/15 SUNGARD' Public Sector When a lien is marked paid, the system lien has been complied. However, this is not always the case. Therefore, the action should be deactivated to prevent that event from being automatically added. Affected Modules: fines.4gi Time Estimate. 1 our MonroeCountyTechServicesCustomAnalysis_061215v2.docx Page 32 of 93 Approved Updates to PDF 8125115.7/l/15 SUNGARD' Public Sector • Add columns for Received By, Received Date (Date In and Sent Date (Date Out), The column order would be as follows: Review Stop, Review #, Status, Notes, Received by, Received Date, Sent To, Sent Date. • Make the Review Stop column smaller (the description is only 30 characters in length). descending), Received Date, Sent Date. Add description for Status column (Plan Review Result), form Right -align the value in the Notes column. : Remove Details link, since the Plan Review Details screen will be unnecessary. Affected Modules: MonroeCountyTechServicesCustomAnalysis_06l2l5v2,docx Page 33 of 93 Approved Updates to PDF 8125115, 711115 SUNGARD" Public Sector Add description for RES (Result) colu Add Inspection Code as the first column, and follow with the d Description (currently the TYPE column shown below). I & Add sorting options: Inspection Type, Inspection Date (Descending). Remove Inspection Time column. Remove Confirm column. Affected Modules: . per it_allaspx LT�i�meEstfirmrnate' 6-8 Hours SUNGARD' Public Sector r-" Affected Modules: . . ............. -.- . ...................... . . . . . . . . . . . ................... ------------- Fperr�i�_a (I spx —T�, 7!� S—t! T a —tw.ur JMW� mmm 00W , MonroeCountyTechServicesCustomAnalysis-,061215v2idocx Page 35 of 93 Approved Updates to PDF 8125115,7/l/15 1[@] 11614 1-1 Add RE number to search fields SUNGARD' Public Sector XSTJ144111C�WLM 4111111 Case Number: Owner Name Street Number; Street Name: Note: 00 NOT onle W"t WrOCLIGA or $tMt IMIft JYL. AVC� BIVC, *=), A 1121 V POLIMU MIUMS WM b6 dISPAY14. ESE�tRCI� Affected Modules: lime Estimate: 4-8 Hours Add note next to RE fields (ALL occurrences) for format entry to not appraisers have a dash included in the RE number on their documentation, and the RE numbers are not M-*re-" 'M9j0MTWM and they cannot find their results. Affected Modules: r.-MMMMM2= MrOMMITT", -LTomeiIm-n--ate-----�--�- �rs �� . ....................... MonroeCountyTechServicesCustomAnalysis-06l2l5v2 docx Page 36 of 93 Approved Updates to PDF 8125115,7/1115 rrng�� SUNGARD' Public Sector gill I lie MEMMZ�� j3=-t,",,T,MrM code_dtI.aspx Time Estimate: I Hour MonroeCountyTechServices CustomAnalysis_061215v2.docx Page 37 of 93 Approved Updates to PDF 1 115, 711115 SUNGARD* Public Sector IS= (aka License Type) D" z i d X-T-01 its] A-1;f -.I ZIA 0 Affected Modules- conLsearch.aspx ........... — ITime Estimate: 8 Hours mfflwnmwlkw� Mon roeCountyTech ServicesCustornAn alysis-0612150 A ocx Page 38 of 93 Approved Updates to PDF 8t25115,7/1115 SUNGARD' Public Sector • Remove License Number column • Add Status description column Affected Modules: MonroeCountyTechServicesCustomAnalysis-06l2l5v2idocx Page 39 of 93 Approved Updates to PDF 8125115,711115 SLINGARD' Public Sector • Add State Expires, County COC, COC Expires • Add Permit Property address to Permit Histol Affected Modules: -------- — — ----- [c:o:nt;s�earc�d�d.aspx���_ ------------ — -- - Es � LTime timatw Lours E MonroeCountyTechServicesCustomAnalysis-061215v2,docx Page 40 of 93 Approved Updates to PDF 8125/15 711115 SUNGARD' Public Sector Attachments currently, the Artacriments tunctionauty inciubes a ti!TWUPTMn, 1 ne LOW-Y-11 often and would like that feature included in 9.0/9.1 as well. However, the Folder View option is not included in version 9.0/9.1. Affected Modules: UNTR RI M30:1 01 M-DO441 SUNGARD' Public Sector Office Codes r, Xere is 2A existiAS cust,.vxiz2thLxj tX2t sAecifies tkreetYice cirles uset by Volroe CouTcv, %U%ic% is documented in the code as project ACMR000A. ���IIFI I INNER I !!III I 111 1, P&wA Number': 152000M CQ Slates' - Masi& Nwbw :'Q:L] Notes [—D pf*d AL ApplisDake- IMMM5 i3l Opelalm JwV&d Pe" Inin Date Dpwater Cmificate Inued 0PW*W Cedficalet Type I Cafficate NwbwF— NEW: Monroe County has requested to change this modification to allow them to enter their own office into the software, It has been discussed that we could define a Master Code table for them to use to set up their office codes, and as the current custornization to pull the codes from that newly defined Master Code table, The following is an example of the proposed Master Code setup. MonroeCountyTechServicesCustomAnalysis-061215v2,docx Page 42 of 93 Approved Updates to POF 8125115,711115 Tam* we 'TAWS Description INSPECTION ARE AS 701 VIOLATION OA,3mN CODE 110 VIOLATIOWCASE STATUS CODE goo COMPLAINT TYPE CODE got COMPLAINTICASE ORIGIN (TYPE 1110 COMPLAINT STATUS CODE 912 CODE INSPECTION ALrION CODE 9SO LIEN TYPE 951 LIEN STATUS CODES 2S2 ORDINANCE TYPE IS$ SETTLEMENT FLAG CEI vtOLATION UDF i LOOKUP CEZ VIOLA77ON UOF 2 LOOKUP CE3 VIOLATION UDF 3 LOOKUP C14 VIOLATION UDF 4 LOOKUP CHI COMPLAINT UDF I LOOKUP CHI COMPLAINT UOF 2 LOOKUP CM3 COMPLAINT UDF 3 LOOKUP CM4 COMPLAINT uDF 4 LOOKUP OfC OMCE CODES Affected Modules: 1,mm=, 2999mm [Tjil m::e7E �st�! 7 ate: e., 8 12 Hours m_!e., 8-12 SUNGARD' Public Sector ma.,4mum edit Table Nam" Table Code Table Deamption' OFFICE CODES Mammum We Length • Edit Table Entries Continuous Err" cc& Entry Dumption - FL6iijik KEYS - ------- - --------------------- . . . . . . .......... . . . . . . . . . . .... . .. . . . . .. . ...................... Entry Code Entry De=ption 2 MIDDLE Km 3 UPPER KM 4 OCEAN REEF Em= M on roeCou ntyTech Servi cesCu sto An alysi s061 2 1 5v2-d ocx Page 43 of 93 Approved Updates to PrF 8/25115, 711115 SUNGARD' Public Sector III, I AVI i w gi I WIN a I Affected Modules: [T1eE:s�flmate- 4 Ho.urs 1 06 Mon roeCou ntyTechServicesCustomAn alysis-061 2 15v2 docx Page 44 of 93 Approved Updates to PDF 8125115 711115 Expire Codes Would like a way to expire unused codes and staff members as a way to clean up the drop -down choices. Inspectors The shared Inspector Maintenance table already contains an End Date field that can be utilized. 'I T It nprtnr -�PIL-rtin-p fiplrls- If *,e M Search Criteria InspectorInspector L:::�_ �__j Name 1 rind Inspector name PIN Module Type 5200 SMEATON,PICHARD S21851234 P E201 FRANKLIN, RYAN 321041234 P C200 RYAN,PA MCK 6521212M C C201 DOUGKNEY' 30SEPH 412521234 C pmmuw�� pwwpm&� J�_Aww 1 W 11 0 1 P-04FOR waft PM Mon roeCountyTech ServicesCu stomAn alysis-06121 Sv2.d at Page 45 of 93 Approved Updates to PDF 8125115,711115 SUNGARD' Public Sector Fees The shared Fee table will need to have an Expire Date field added. if the Expire Date has passed, that fee will no longer appear as a selection. Search Criteria Fee ID ------------------------------ Fee ID Usage Dewiption Che& Method Unit Acmnt SALES WMLE SALES TAXCWHOLESALE) 2 Gross Receipts SL SPRINKLER SPRINKLER F I FLAT RATE ......................... --- ------ - - - FIRE . . . ......... .......... . . .......... . .... — P 2 TREE TREE REMOVAL A I FLAo RATE PERMIT UNFINVE UNnNISHED STRUCTURE VF 6 SQUARE FEET PERMIT VARIANCE ZONING VARIANCE WHEELING NA WHEELING TEST I FLAT RATE 'PR P I FLAT RATE 4i 60 met ch(m) found. ................. . . . Fee Deta Test Fee Calculation Stop Table Minimum Fee 3a.00] maximum fee t-999"99ml; Fee 10 Conti... value Raft Fair USAGE CL Description TEST FEEIE fee Check P Print Permit Fee Method Units O.W= Units — - ---- ------- - Interface Code 0.0=0 L ici(xi' fte Group PHIMriS jiiawmmww� "W" moii lami ��W MonroeCountyTechServicesCustomAnalysis-ail, 1215v2,docx Page 46 of 9-F Approved Updates to PDF Br25115 7/1115 Code Compliance Inspection/Event Types The Inspection Types table will need Uuhave anExpire Date field added. If the Expire Date has passed, that inspection type will nolonger appear asaselection. Approved Updates to PDF 8/251157/1 /15 DocuSign Envelope ID: 01OA55844CO8-4E8E-8618-42BE6BA6D484 Code Compliance Violation Codes The Violation Codes table will need to have an Expire Date field added. If the Expire Date has passed, that violation code will no longer appear as a selection. s2O2Iryv PROHIBITED IONS anmin C UHTY '&3B WORKINGTHROUGHASTOP WORK 01 C UNiYY '9rr317Ia1(BI FEMASTANOAROS O1/D1I20ai iC COUNTY Y ...... '95317Ib)(1jd DOWNSTAIRS ENCLOSURESHMROVE 011MAN C•COUNTY Yr. 517mdcKetl burA Mon roeCouni x' Jlf i ocx Page 48 of 93 Approved Updates to ^! Permitting Permit Types The Permit Types table will need to have an Expire Date field added. If the Expire Date has passed, that permit type will no longer appear as a selection. Affected Modules: Mon roeCou ntyTech5ervicesCustomAnalysi s.061 215v2.docx Page 49 of 93 Approved Updates to PDF 8/25115,711115 �illj 11 It-T—A ; 0 a 0 - A(flo Plan Review Types The Plan Review Types are stored in the Master Code table, which makes it much more difficult than the others to modify, The Master Code table stores values for multiple applications, and hits a large number of programs within each application, iia Fzm� Table Code Table Descrip6on Maximum edit Table Homes 103 UCF - CONTRACTOR 1 Table Code 104 UDF - PERMIT ............ ........... Table Descripturn 'PLAN REVIEW TYPE 105 120 UOF - ""IT INSPECTION PLAN REVIEW TOE . . . ............................... Maximum Code Length i0,. 121 PLAN REVIEW STATUS Edit Table Entries 202 ZONING CLASS 203 IMPACTAREAS Continuous 204 INSPECTION ARM En Carl, 207 FLOOD ZONES ..... — — ---- Entry Description IAND DEV PLAN REVIEW 220 FIRE DISTRICTS 2t1 CONSTRUCTION TYPES Entry Code Entry Deamiption 306 SCOPE OF WORK A 7.47-L LAND DEV PLAN Red= 307 EXAM TYPES 247-9 SubDIvSION PLAH REVIEW 309 CONTRACTOR TYPES AM MUNIC ADJACENT MUNICIPALITY... 411 INSPECTION ACT110H CODES B BUILDING (STRUCTURAL) 422 INSPEcTION FAILURE CODES BA BOARD Of APPEALS (AWUSMM 434 INSPECTION TRADE DISCIPLINES DEN BUILDING ENGINEERING 505 FACTOR CATEGORY OPP LDING FIRE PROTECTION SYS 510 U.S. FORM C-404 ITEMS BHPS HISTORIC PRESERVATION BOARD P111 PERMIT INSPKlrtON OF *I BLA BUILDING LANDSCAPING BLD BUILDING i. ij Flitel, 1:3111 -27m, code is 120), the plan review code (entry code), and an expire date. This new table would need to be accessed and maintained via SQL Modifications would be necessary to query this new table when F'11A e will nii longer appear as a selection. The new table could be used further down the road if the County would wish to do the same with other master code tables. j Time st-i-mate: iW— — - -- — ------- -i�mie Eslimate. -8�" ours Approved Updates to PDF 8125115, 711115 SUNGARD' Public Sector 1.11111111411011"1 11 : - , , in the example below, th system would then create a record. Using this same example below, if a user edited Revision 1 to have a status of FAILED after a Revision 2 was already created, then this new functionality will not apply since the next incremental revision number already exists. P~ Warbff, DNBOW4 staud P*Mki 30 AWMW ruma irmAkmm, KoAARLr R� sup R�m Dat 1. Daft Out stsuo Me , Mot" CW*VCW 90 tml To B= WOWN01 Affected Modules: per mit5.4gl - - - - - - - - - - - - - - - - . . . . . . -- ....................... . . . .......... LLLLLLL .......... - - - - - - - - - - - ................... r'.'T—LEst' m ate: 4 lHours MonroeCountyTechServicesCustomAnalysis-061215v2idocx Page 51 of 93 Approved Updates to PDF 8125115, 711/15 1A I I i, [cf-I ; The County is requesting a new mociffication to nave trie County Expill-ation'Al-7;= on the Contractor License screen match. 1= update the Current Expiration Date on the Contractor License screen: — ------------ Mon roeCountyTechServicesCustomAnalysis-061215v2.docx Page 52 of 93 Approved Updates to PDF 8125/15, 711115 SUNGARD' Public Sector When adding a new permit, a General Contractor is required. The County would like the abty to enter would work in a similar fashion to the current ability H Perri t IfAmation tocatieff InlowmabDa Permit Number • 150a0001 A44"u $23 14EAMW LN Status I cay/stswrip UTHMMEN 1180IN — Matter Number Notes ,Parcel ED L, - - ------- "ed -- wit N. Irweeban Area .. .... .......... ...... . ........... . . AP* We OP-K- 'Nee @fi Omer Enter Idomw6m L Owner Hong Ese-M ANXUN ........ .. Overstar We Defoult �.J Certificate Ty"• Address certfficale Number MIStaw-bi;dd Affected Modules: Permit1.4gl Time Estimate: 4-6 Hours . . ........ . . . . . ...................................... ........... Mon roeCountyTechServicesCustomAnalysis.061215v2,docx Page 53 of 93 Approved Updates to PDF BP25/15711/15 = �>» tMtRITMP I IN -Elf Sil2'11"' i J� .... ... ....... t no LWV I W'A enter any selection criteria, The same issue is present in the 9.0/9.1 system. Ljim�eEsbm�atw. I �Hours �(Ior lurther re�quireme�nts ancl �scope �onlyl SUNGARD' Public Sector ky ��� III - a -e �� .. a ROVOMM CO& 0 ................. .. ... FIR IRST F III I successfully voided. The following is an example of a voided receipt: MonroeCountyTechServicesCustomAnalysi�_061215v2.docx Page 55 of 93 Approved Updates to PDF 8125/15, 711115 rg,Tlr-rq-��� �i I I k" ItTil � i: I' � I ■ I I , ■ I 'TaTro1w MONROE ® PL ITEM 1 OF 1 PERMIT R2CRIPT OPERATOR: gnm9ard COPY 0 ; I Sec:25 TwpsGC Rng:29 Subt Blks Lots RE ........ 9 00308710000000 DATE ISSUED ....... s 01/03/2014 RECEIPT 0 ......... t 01000005218 REFERENCE ID # ...s 14100021 N OTE 9 ............6 SITE ADDRESS ..... : 31641 AVENUE D SUBDIVISION ...... ; IMPACT AREA ...... OWNER .............. GIke: RA. ORESME ADDRESS .......... 244 BISCAYNE BLVD CITYISTATE/ZIP MIAMI, PL 33132-2333 P2CEIVE1 FROM CRECK ELECTRIC CONTRACTOR ....... BUBLAK, FAREL LIC # llaS9 COMPANY ........... CHMCK ELECTRIC LLC ADDRESS .......... 2616 HARRIS AVENUE CITY/STATE/ZIP ... KEY WEST, PL 3a04O TP.LEPYORP Z ........ (305) 890-3332 FEE ID UNIT QuANTITY AMOUNT PD-70-DT Tals REC NEW BAL B- IC APPL FLAT RATE 1.00 WOO 0.00 50.00 0.00 ------- -------- ------- -------- TOTAL PERMIT 50.00 0100 50.00 0.00 *NM*: THIS RECEIPT HAS PEP. CRRDITS TOTALING: 50.01 V'5iVF,OD OF PAYMENT AMOUNT REPPIMCE NUMBER Affected Modules: EM=. Time Estimate: 4-8 Hours wma& jslwqqw— —WRWANNammilt *bw FP-* 11 "I'll, I'll. MonroeCountyTechServicesCustomAnalysis-061215v2.docx Page 56 of 93 Approved Updates to PDF 8/25116, 7/1115 SUNGARD' Public Sector RIIII III -.iermit number. Once you pick that office code, it is not possible to change it. Also, when you use the COAY-Pem* ;VIE jj'—f asked to include the ability to change that location, thus changing permit numbers. Agreed Solution: Permit numbers shall not be modifiable. Permit if created in error must be voided. Affected Modules: 3--� Fdgu�" SUI Time Estimate: N/A The County would like a way to automa status if anything is expired (Contractor Licensing). Possibly run a nightly process? Also include a report of any changes. • Workers Comp • Occupational Licen • County License • State License I Time Estimate: 8-12 Hours Mon roeCountyTechServi cesCu stornAnalysi s0612 l5v2.docx Page 57 of 93 Approved Updates to PDF 8125115, 711115 RNTM M AIE'Itnl 1TV1M= 21,711111 MI"r1r,• I '; In Plan Reviews, sometimes people accidentally overwrite data by using the Out button. It has been suggested to add a prom Affected Modules: Time Estimate: I Hour Permit expiration is accomplished via the Expire Permits Statistics report, jWVk@ Rgut of C&WM"M La" wd Deydamffft PW%K&V1ftWSWhft MM R-bW YMP Repmt pe"fthAWKWO Y*Aom &--y by roe 1117F, '111 1 , "I 1 11, , '' I . ; MIT-116=14MMIN474 M MonroeCountyTechServicesCustomAnalysis-06l2l5v2 docx Page 58 of 93 Approved Updates to PDF 8/25115i 711115 DocuSign Envelope ID. ClOA55844C484E8E-8618428E6BA6D484 is chosen, that is when the actual expiration process occurs. The number of days until expiration is set in the Permitting Profile. In this case, the type checked for These values are automatically populated in the report criteria for the Expired Permits Report, as shown in the screen shot above. The expiration process will calculate a days -ago Expiration Days field. , — - '' - . ............ ........ -.& �H 9 E----'---------- T' k OR "Ai- I 11� ... .... . . ..... — -- -,-- - - --- — :,. SOM ---------- -------- r-C6Wt1dWMa6M aut 11 CoopmVISUNGARD PUBUC SECTOR &OGK 1 ,EYWE5T W&Zprr— 31y's [F— Sydw FCwnw4AaVft2 L Figin &WMPOff1&NWh= pr FeaChak 1W--V Usep Cku Tkb JUSE Jmp=6cnO=k jEwtstop f .. .......... cmtadw JE.,Swp UmmebpEdk .'s Um Qy Td* 1an2rA15 .... ....... 1mt*&vaEapE& JEM/Stop Al warms 1 W*kCmVE3pE& [Eki/Sim 11 -'--� t F'm- 7 D- Bard Do E& -v Wg W& -V PodiwADS I c.*actco P.,k - I CO.lmaEdl IW='V P,,A NYpbok 115MMO .. . . ........ ...... . vaks0i"Chake lGes" 44 1mpecfimRc"Lmdl7 C'Mms -CCCC ............. Show Hai& Pr R&M H" F . ... .. ......... ......... ............ ...................... - ...... .... A Mon roeCou ntyTech ServicesCu stomAn alysis-061215v2.d as Page 59 of 93 Approved Updates to POF 8125115,711115 f . . . r ' 0 4 A 1 : . 10 - All] HCIA: a . . ! • 0 ' ! ■iit moves on 4 check for plan if there are no plan reviews, the no - review variable is set to TRUE. If there are plan reviews, but no dates set for Status Date, Date In, or Date Out, the nq_review variable is set to TRUE. is set to If both a /nq_receiptvariables•the expirationprocess called.oneor both of the variables is FALSE, the program checks to see if the maximum Status Date, Date In, Date Out, and Receipt Date are less than the v2!ue in the daysLago variable. If so, the expiration process is called. If there IS a Permit issue Date on permit,process will then check for•• • If there are no inspections,no-inspect ■ to TRUE. If there are inspections,but the Next the process will check to see if the maximum Requested Date, Scheduled Date, and Inspection Date are all less than the value in the d r't■ variable. If they are the no-inspectvariable• The process will then check for receipts on permit.• receipts found,■ i' variable If Oath the no -inspect aridno-receipt■ to TRUE, the expirationprocess is called, audit trail record is created to reflect this update. A record is also created in the cpmexpitrs (Expired Letters) table. Also, a report is printed that reflects the expired permits. CaM 02 1212 Vl.2 L>,TLr 02/12/70LS 1DlB6I CVON7'f HDD pG, ate: 1 tl3ttttd � etatlrt TINZ, 1043.42 MWT UPInTICK KZWRT OX a cvit WHM star. . '0°An to t tsaus . °02/l2/2015' OR p•talt is is ' AM PQtft1%,t sac= ICY= 02112/2015 EXPERATION MS 194 PIMT W Ty90: AM= CONTIRCTWCNM APPLY LAT6 9CCM UTS ......... .......... ......... .......... 99200904 11 ............................. .............................. 9AVIC AM 7G NMMM VIA CC m IRFOR 11/06/1968 11/09/1994 60103063 11 NO AO CC 0 R 04/00/19U 11120/1909 003/2342 17 SW 2 LCW= OK ID ! 10/33/1009 IL10711969 91302002 17 G=rr ACRM m=ivisten 91f Ge-w cum 0111L/L99L 01/11/1001 Mania 17 SK 4 LT 10 ny HX M um O813L/1992 00/311L012 92202431 17 :" RC 3 LT 10 p [0 BTI. 01/13/1002 01121/L992 9120104 17 21/14-[[-32 099223-03 VWT W Qfffi ZWX 12127/1992 OL121/9903 92104211 17 ®C 4 LT 29 =jM R 04/14/L092 04/14/1992 9f101112 17 2720E 1 ffi ZIWX 00/20/L99[ 9[SO1[03 17 rK LT 20 L9 9 Orffi R 1x/SS/L9a4 12/10l199[ 09200407 L7 22 [[ 12 BOUT W OC®rd n&M 5/03/1990 05/20/1999 A ,;°�.._._..,._,. .:;: ;.:gin:;, _ onroeC UrttyTechServicesCust Analysis_ 61215v2,dcx Page 60 of 93 Approved Updates to PDF 8125115, 711115 Pill 1, ,,al -, J the user had chosen th same criteria listed above is used to generate the report, The only difference is that no records are inserted or updated in the database. if the user had chosen th iteria listed above is used to generate the expired letters. A record is created in the cpmexpltrs table. Affected Modules: =stafist.4�l--- ........... [IT=riIme7E=sflmate- =N/A Mon roeCountyTechServicesCustomAnalysis-06l2l5v2.docx Page 61 of 93 Approved Updates to PDF 8125115. 711115 = ■• ! 1 M , SUNGARD' Public Sector Te-TIT-M . 46 A moditication would be added to tne Looe t:nTorcement s3slern to tly used in our Work Orders system, as shown in the MMITITIMM Al F.W 10 i;" Ive.nL . . ......... -- Affected Modules: . . ............... . . .. ......... . ................ — — - — --- - - - - - ------------------ — ---- complain. g Codeeen 4gl Ec -------- - - - - - - ---------- MonroeCountyTechServicesCustomAnalysi�_061215v2,docx Page 62 of 93 Approved Updates to PDF 8125115. 711/15 �-iljkl ICU " i Q Can c&wwt be dried Imo • CLOSE CASE EVENT Close Affected Modules: codeclose.4gi XIIIIIIIIIIMWWWIN Mon roeCountyTechServicesCustomAnalysis-061215v2.docx Page 63 of 93 Approved Updates to PDF 8125115, 711115 SUNGARD' Public Sector Currently there is no way for them to enter fees for costs, inspection time, travel, re -inspections, creating case files, case preparation, etc. The County is currently using a manual cost sheet to track these fees. The ed to enter the costs into the system. MIJA MW the Code Enforcement system. This Fees module would be similar to the Fees module included in the Permitting system, as an example. P L4 T 7 f 'I a-M 1 06 mini, MT MonroeCountyTechSer-VicesCustomAnalysis-061215v2-dc)cx Page 64 of 93 Approved Updates to PDF 8125115711115 SUNGARD' Public Sector be available in other text boxes as well. WI , - I - JAL a I Purpose/Special Conditions and Plan Review Notes in Permitting, and Case Description, Events/inspections Comments in Code Enforcement. Affected Modules: MonroeCountyTechServicesCustomAnalysis.06l2l5v2,docx Page 65 of 93 Approved Updates to PDF 81251154 711115 DocuSign Envelope 11); 010A5584-4C08-4E8F--8618-42BE6BA6D484 Pill ill rtll : EXISTING CUSTOM DOCUMENTATION ACMR0014 Andrew Trivette vnxme_�. ! ,. 1200 Truman Avenue Key West, FL 33040 F07-TrITTir-M RONNIE We have completed our analysis of your request for modifications to the CommunityPLUS Version 1 1.2. Please refer to the attached detailed specification that describes our understanding of your (zequirements for this project. The charge for programming services to provide the item listed on the -tta6ed is as follows: Reference Project Name Project Number Descri tion Configurable Mapping NACMR0014 Standard Charge Per Contract Rev. 1.00 IF you are in agreement with the above charges ana the conten C MiTMI&M-1 I [rlease provide a purchase order number, sign and date the original copy of this letter in the space provided, and return the original letter directed to my attention. A percentage of the above standard charge, currently 30%, will be added to your annual software support agreement for on -going telephone support and maintenance. Changes that occur to the specifications after the work has begun will be subject to examination as to their impact on time and cost. I will contact you if any adjustments to this project's cost are necessary. In addition, if you should need to cancel the project after work has begun, we will invoice you only for the time spent on the project to date. All new and modified programs remain the property of SunGard Pentamation Inc. "I'he above total net charge is due upon delivery. MonroeCountyTechServicesCustomAnalysis-06l2l5v2,docx Page 66 of 93 Approved Updates to PDF W25/115711115 r-TA 0 You will have a 45-day period immediately following delivery of the software to work directly with the during this period will be corrected. After the initial 45-day period, questions and problem reports must be directed to the help desk. The software must be covered under maintenance as of the delivery date in order to receive support after the 45-day period. Unless otherwise stated above, the terms and conditions of the base Agreement with SunGard Pentarnation will apply. SunGard Pentarnation reserves the right ur remove the software for non-payment. 1[�EiT�ML 01 I will schedule a completion date for this project upon receipt of your approval. Please feel free to call if you have any questions or wish to further discuss the details of the project. Z= Tedd J. Orlowsky Eum cc: Jillian Macau, Lauren Haas Mon roeCountyTechServicesCustomAnalysis-06121 5v2,docx Page 67 of 93 Approved Updates to PDF 8125115, 7/1115 SUNGARD' Public Sector Please initial here if you do not Wish to purchase maintenance on this project Approved by Date PC Number MMIE= MonroeCountyTechServi cesCu stornAn alysi s_061 2 15v2 docx Page 68 of 93 Approved Updates to PDF 8125115, 711115 A111,21C.T A: Monroe County Building has requested to have the Configurable Mapping solution, a feature available in CommunityPLUS Version 8.3 and higher, retrofitted back into their CommunityPLUS Version 8.2. WET, i ne pirp I Wnt "Z C.-Mi =31-11 METWA, 7-5%na - - - 8,2 for Monroe County Building. xzzEz-7M3M= ■ilill�illillill III 11111111 Ij'ii 7&3L= System Reference Tables Instructions S System Reference Tables Use the menu bee to the left to Configuration select an option, and then double ® I a click the selected option to run. Menu Items Printers Mon roeCou ntyTech Servi cesCu stornA n a I ysi s061 215v2 as Page 69 of 93 Approved Updates to PDF 8125/15.711115 1 1, 1 LF I I IT i EN 1:51: SUNCIARD' Public Sector �MIAA � I j;L61 UIF W il to gg �Ymo -21MO, YMM13 MAK Pw4ft 61-0 6-RAPHIC SOLUTIONI CIHTIR I Pa I A IGIC MWT MAWNG SOWTION IESTING Pkdft FLO FDRT LAWERDALE WS Pd& mappm satiom IrIww*n '6606 1 1 M.Mig SdAi. Cw, ............ ... . . . . . .............. . Dd&A mm Mon roeCo u ntyTech ServicesCustomAna iysis-0612 1 SQ. d ocx Page 70 of 93 Approved Updates to PDF 8125115, 711115 SUNGARD' Public Sector Map Coda Boom $Lgtate CAM Ck, Location state Bads tLrevl faicei SI_y d $LZL.Cwd Z Cooldnale ctretLnn t re et Sheet $LdfeeL$lx Street number s4fix $1-Cifection Street ckerAion $Lstleat Street name S6: , e4_cd _Street co do cd Unit code $L-trkntn u4mff6w O'ER' MonroeCountyTechServicesCustomAnalysis-061215v2,docx Page 71 of 93 Approved Updates to PDF 8125/15, 711115 Location I darikgieti Address (5ky jBETHIEHEM State F 74p Code Parcel ID Parcel Unk X Cca"a Y Cocxdnate Z Coordinate Street Number S treet D irection Street Name -------------- Street Code Street Suffilw UHt Coda urit Number Figure 3 11, 111 ff, IR I F."79 SUNGARD' Public Sector E OVR Select the format for displaying list box items Figure 4 Mon roeCountyTechServicesCustomAnaIsis_ 061215v2,docx Page 72 of 93 Approved Updates to PDF 8125115, 711115 SUNGARDPublic Sector CkMN&m' Co. SUAO* W Phcm NumbK Add@= Urn I Alden Line 2 kapecbon Cdoff Tom Aften Mappiv Sewice Dow Mode This project will modify CommunityPLUS Permitting Version 8.2 by retrofitting the Configurable Mapping solution from CommunityPLUS Version 8.3. A new option will be available from the System Administration reference table window called Mapping Solutions. Selecting this new option will show a new Mapping Solution screen. See Figure 1, On this screen, the user can maintain multiple mapping solutions Three mapping solutions will be included in this modification: 1. Google Maps, 2. Yahoo Maps, and 3. Map Quest. Only one mapping solution can be made a default mapping solution and must be mapping solutions. The resource numbers are 4634 through 4639. The resource 4633 has been reserved for the program itself. The syntax type can be one two choices: Web URL or Local Application. The only difference between the two is that for a Web URL, the following substitutions will be made: MonroeCountyTechServicesCustomAnalysis-061215v2 docx Page 73 of 93 Approved Updates to PDF 81251157/1/15 & %26 + %30 # %23 The syntax field can be left blank. Otherwise, the syntax field will contain a command string to be executed on the users' PC. The syntax can contain a web URL or a locally installed application. Tile string will include all necessary location elements in the forin of symbols. The symbols will be replaceI at the time of execution with information for a location. The syntax can contain the following symbols. See Figure 2: • $1-address - Location address • $1-city - Location city • V-state - Location state • $Lzip - Location zip • $1-parcel - Parcel • $1_.unit - Parcel unit a $1_street - Street name A lookup button is available when setting up the syntax. See Figui-e 1. The lookup will insert a selected symbol at the location of the cursor in the syntax. Caveat: the cursor will then be moved to the beginning of tile line. A button labeled Test Mapping is available to test the syntax, The button works when viewing mapping solutions and when editing a solution. A user can enter the information required by the mapping solution or perform a lookup if the syntax includes an address line. See Figure 3. The lookup feature is the standard lookup found throughout CommunityPlus. Selecting a location via lookup will result in the data fields being filled in with available information from tile Location. By default, the city, state, and zip ss-��"nclu&d-ivt- Mon roeCountyTechServicesCustomAnalysis-061215v2 docx Page 74 of 93 Approved Updates to PDF 8r25115,7/1115 I!pj� J1lrz�l All " It IL 13 I 4k MMEMM■ Code Enforcement 0 mapit function calls from fun-f7 to cornMapAddre 0 mapit function calls from fun-f7 to comMapAddress. o complain.4gi - change mapit function calls from fun_f7 to comMapAddres o fines.4gl - change mapit function calls from fun-f7 to comMapAddress. o liencase.4gl - change mapit function calls from fun-f7 to comMapAddress. o re)�-cocleAgl - change mapit function calls from fun_f7 to comMapAddres Locations & Entities o No file changes. Permitting • perminsp.4gl - change mapit function calls from fun_f7 to comMapAddres • permitO.4gl - change mopit function calls from fun-f7 to cornMapAddress. • permitl.4gl - change mapit function calls from fun-f7 to comMapAddress. • permit4.4gl - change mapit function calls from furLf7 to comMapAddress. • permit5.4gl - change mapit function calls from fun - 0 to comMapAddress. • permpadj.4gl - change mopit function calls from funI to comMapAddre • revbatch.4gl - change mapit function calls from fun-f7 to comMapAddres Zoning & Development o No file changes. •A new table called cpsmapconfig will be added to the database with the following columns: 0 The comParcelLib.4gi module in $comlibs will include the following new functions: 0 0 map a mailing address that is stored in the Community Plus system. 0 purpose of this function is to retrieve the user specified or default mapping solution, and then make a call to -comMopLocotion. MonroeCountyTechServicesCustomAnalysis-061215v2.docx Page 7S of 93 Approved Updates to PDF 8125/15, 711115 Ed I I ,,, ICT_I ; I -Olff VOMP lied internally to do the address symbol substitutions and then execute the mapping solution. unction is called internally to initialize the mra-map array that is used by the other new mapping functions. d internally to add and element to the mra-map array. d internally to update an element in the mra-map array. The following form changes will be necessary for this modification: • A new form called comtestma p ping. per will be added to $comlibs o This form is needed to display the test mapping screer, • The form cpsUserProf.per in $mens will be modifiedi o Anew drop -down field will be added below the Intemet Browser field. See Figure 4. 0 This field will show selectable mapping solution option for the user. MWWIIAM�Wlfflm-WWWWO W" Mi" - - 11 MonroeCountyTechServicesCustomAnalysi�_061215v2,docx Page 76 of 93 Approved Updates to POF 8125/15, 7/1115 SUNGARD' Public Sector • A new menu option will be available from the system reference tables screen which will display a screen that allows the user to maintain multiple mapping solutions. • Toolbar inapit actions will, in •� cases, changed to call newly added mapping functions from $comlibs. Note.- The Features List summarizes thefinctionality that ivill be included in this cuslow- programming project. If there are any expectedJeatures of this project that are not included in this list, please contact SunGard Pentantation, 50KI71,Tin These specifications programming required for control of printers and other hardware unless otherwise indicated. This includes printing on laser printers, control of fonts, etc (i.e. bar code & OCR). W 4; 4311 a MonroeCountyTechServicesCustomAnalysis_061215v2,docx Page 77 of 93 Approved Updates to POF W5115, 711115 ACMR0015 T IL FMAPM,� HMEZM=A 1200 Truman Avenue ZZIUMMULM, BMW We have completed our analysis of your request for modifications to the Cash Receipts Version 8.2 ,nodule. Please refer to the attached detailed specification that describes our understanding of your -vquirements for this project. The charge for programming services to provide the item listed on the mached is as follows: 017-T M-M 10 M Prolect Name Project er escription Add Encompass Receipt Functionality ACMR0015 Standard Charge $7,500 Rev. 1.01 less Detailed Specs Cost (1,875) TOTAL NET CHARGE This fixed project cost will expire 60 days after the date of this correspondence. . 111MUy-0 - F.MM= - a-DA - - - - IM MAMMMIMF =-- 1-Mease provide a purchase order number, sign and date the original copy of this letter in the space provided, and return the ornal letter directed to my attention. A percentage of the above standard charge, currently 30%, will be added to your annual software support agreement for on -going telephone support and maintenance. Note — Additional charges will apply for changes necessary for upward migration of custom programs to maintain compatibility with new releases or versions of examination as to their impact on time and cost. I will contact you if any adjustments to this project's cost are necessary. In addition, if you should need to cancel the project after work has begun, we will invIice you only for the time spent on the project to date. All new and moded programs remain the property of SunGard Public Sector Inc. 'rhe above total net charge is due upon delivery. 4 1 K&AU11 I KIIEW16NIN I IM-11 [I) 11-WAI I �jLl IM r%%11Q1M VMS 0 K - 4 MonroeCountyTechServicesCustomAnalysis�_061215v2 docx Page 78 of 93 Approved Updates to PDF 8125115,711115 = ME11"PTIM I I I I I I � ' I ' 1: 1 ' 11: 1 � :11111 ' 1: P i I I Z I t.t I" during this period will be corrected. After the initial 45-day period, questions and problem reports must be directed to the help desk. The software must be covered under maintenance as of the delivery date in *rder to receive support after the 45-day period. Unless otherwise stated above, the terms and conditions of the base Agreement with SunGard Public Sector will apply. SunGard Public Sector reserves the right to remove the software for non-payment. IMEMA3 I will schedule a completion date for this project upon receipt of your approval. Please feet free to call if you have any questions or wish to further discuss the details of the project. Jack Boyce E= ir MonroeCou ntyTechServicesCustomAnalysis.061215v2,docx Page 79 of 93 Approved U pdates to PDF 812511 57/1115 .m . roject #ACMR0015 - Add Encompass Receipt Functionality Rev. 1.01 AIR, [CIA - STATEMENT OF RE UEST: module that will allow easy access to common fees for users within receipt entry, as well as the addition of two fields for notes to be associated with a receipt. There has also been a request to generate reports by account numbers to enable them to enter the information into their financial application. NEIR4M ILT-1 W1 a FLO I g �Mll En" 11,110 1A The purpose of this project is to add common fee processing to the cash receipts entry process, along with generating Cash Reports that will enable the users to make the entries into their financial software. Two lines for notes on a receipt would also be added. MIJ:wloh 1411 a A I Currently, there is no tunctionality within LommunityFC--WNIMr&—MqW common fee codes for selection for users entering receipts on the receipt entry screen. Current functionality instead displays a list of revenue codes for selection only. Also, CommunityPLUS Cash Receipts Version 8.2 does not have detail reports listing cash receipts information by account number, receipt, or fee code. ZIOX�� H ! I ��� H! �' E I EMU= Mon roeCountyTechServicesCustomAnalysi�_061215v2.docx Page 81 of 93 Approved Updates to PDF W5115, 711115 DocuSign Envelope ID- 010A5W-4C08-4EBE-8618 42BE6BA6D4B4 Applications -> Cash Receipts -> Online -> Rece atatims Code Enforcernat Fire and Safety Land EasySearch Land System Adrdnistratim Mlscel t4� Lk Parks and Recreation PanrI ttN Pet Licensing Red Estate Tax Service ReqLmdts Special Assesanents Wky Bft VaNcle Lkertswv Work Orders Zorft and Develowmts System Adttirdstration ► cyq MTT.l SUNGARD' Public Sector Reports -> Cash Receipts t - - 1 11 - # Approved Updates to PDF 8125115711115 61MIJIV121is 0 Ra a i RMCO BakhNumber EffOww Recap Numbs NO 1 Lb Erkw t6 rem= co& U= SUNGARD' Public Sector Regatev Repitic RODWW DaW �M�4=7 D, Sew Lkw ,::: -= - — - -- ----- - ---- Room am m Page 84 of 93 Approved Updates to PDF 8125115 7/1/15 RemViscode DesaOm BEV SyA- SUNGARD' Public Sector Irtafam To& 1 AM UTIUTY BIWNG SUMMARY UB AR ACCOUNTS RECEIVABLE 'AR D Ak TESt343 UB D I CANDY FUND RAISER CANDY FA S. El PERMITS 'EN . ... .. RUSINEtS" Wt EH D- ZONING PROJECT EN D ". E4 VEkdiLJCENk & 0 E5 PET LICENSE EN 'bi ES BUS UCVATH BUS FEES 'EN D E7 CONTRACTOR UbtliSt EN 67 ES ENCOMPASS MISC UCENSING EN D EA &AAM BILLING INTERFACE EN D EC CONTRACTOR ESCROW EN EF RRE SAFET Y EN D EM MISCUt END tp ZONING PROJECT ESCROW EN D ES SPECIAL ASSESSMENT Elk D ET BUSINESS TAX EN D In EN -FA .. .... . .... ........ 37 Wim fourwJ Figure 2 OVR Mc)nroeCountyTechServicesCustomAnalysis_061215v2docx Page 85 of 93 Approved Updates to PDF 6125115� 711115 f =1 Elie E& Favorites &Ip Report Irionation This '-� 7 p3'6'L is report Us &Wxtion irformatim owrized by iievemic account. Rsport Wafia Account Code Date Receipt Number Batch Number Revenue Code Customer Employee SUNGARID' Public Sector 0WR Entry of cash receipt information will follow the standard process until the user enters a specific fimiscellaneous' revenue code (See CAUTIONS AND RESTRICTIONS section below), indicating the processing of a common fee. Upon entry of the specific 'miscellaneous' revenue code, a Fee Code selection window will appear (See Figure 3), allowing the user to search for and select a fee code from the common fees within the system. After selecting a fee code, the user will enter a quantity to indicate the multiple of the fee being paid. The quantity will be use,? in calculating the total amount. tin the same receipt entry screen, the user will have the opportunity to enter TexrRnr6-?M372-7r?ffr-ffM labeled Notes 1 and Notes 2 (See NOTES section on Figure 1), The values for these fields will be stored within the header record of the receipt. ine Fer entry process will contain the line item details from the receipt entry screen, pertinent information to the type of receipt being printed, and the values of the new Notes I and Notes 2 fields - Mon roeCou ntyTech Servi cesCu stomAnalysi061215Q. d ocx Page 86 of 93 Approved Updates to PDF W5115, 711115 nivirm-111irvir; 11r�� �� I Users will access the detailed cash receipts information through a new Daily Cash Receipts Detail report, which will be added to the CommunityPLUS Cash Receipts reports menu (See MENU CHOICES section above)- This report will allow users to specify selection criteria and a sort order for the report. The repor, will be sortable by account number, receipt number, or fee code. MonroeCountyTechServicesCustomAnalysis-06l2l5v2:docx Page 87 of 93 Approved Updates to PDF 8125115, 711115 rffIT= I 1 0 0 a - • 0 �Z-VE[gle I a S ' 011011 3MMXE3M= e 1 the fee code selected on the receipt entry 6 s will be added to this table. MOEW��� OEM�M o c Add logic to the Uinputcletail function that causes a Fee Code selection window Figure 3) to display when a certain common recellpt revenue code (See CAUTIONS AN RESTRICTIONS section below) is selected by the user I • Store the Fee Code selected in a module -level variable for later insertion into the fee.Icode column (See Database Modifications above) in the crmrcpdtl table. • Display a hyphen (-) and the Fee Code selected in last 11 characters of the Description field on the receipt entry screen. See Figure 1. Add logic to the f-gethead function that w'ljll process the text entered in the Notes 1 an4 Notes 2 text fields, Mon roeCountyTechServi cesCu stomAnalysi S, 061215v2,docx Page 88 of 93 Approved Updates to PDF 8125115, 711115 M11, user, order and group the results based on the sort order chosen, and generate the Daily Cash Receipts Detail report (See REPORT LAYOU section below). zzm�� o The rptlice report function for Contractor license receipts will be modified to print out t contents of the Notes I and Notes 2 fields. c, The rptmisc report function for Miscellaneous receipts will be modified to print out t contents of the Notes I and Notes 2 fields. o The rptperm report function for Permit receipts will be modified to print out the conte of the Notes I and Notes 2 fields. Form Modifications rIz t of up to twenty-five (25) characters from the user and will be stored in the notesl field on the crmrcphd table. See Database Modifications above. 0 t of up to twenty-five (25) characters from the user and will be stored in the notes2 field on the crmrcphd table. See Database Modifications above. a for new Daily Cash Receipts Report (See REPORT LAYOUT section below) that will contain all of the text fields depicted in Figure 4 above plus: fields, radio button choices: • Account • Receipt ■ Feeld ■ Fee Group MonroeCountyTechServicesCustomAnalysis -061215v2.docx Page 89 of 93 Approved Updates to PDF 8/25115, 711115 �-i Ilk' I rl I W• • Text entry into two (2) new text fields Notes I and Notes 2 will be available on the receipt entry screen. • Users will have the ability to select a fee code to attach to receipt detail items after selecting a 4miscellaneous' revenue code. • Permit, Contractor license, and Miscellaneous long receipts will contain receipt detail items for all fees paid, pertinent information according to the type of receipt being printed, and the contents of the Notes I and Notes 2 fields. • A new Daily Cash Receipts report will be available for users to print detailed cash receipt information and order the report by account number, fee code, fee group, or receipt number. (See REPORT LAYOUT section below) Note: The Features List summarizes the fiinctionality that will be included in this custom- prograninfing project. If there are any expectedJeatures of this project that are not included in this list, please contact SunGard Penlantation. • Monroe County Technical Services will need to set up a specc revenue code that is designated is is necessary so that the CommunityPLUS Cash Receipts system knows when to display to the user the Fee Code selection screen. • Monroe County Technical Services will need to clarify for Sungard what is meant by Account so that the Daily Cash Receipt Report can be constructed from the correct fields. These specifications programming required for control of printers and other hardware unless otherwise indicated. This includes printing on laser printers, control of forits, etc (i.e. bar code & OCR). gp� Dea EMS= & reen for this report will contain all of the fields depicted in Figure 4 plus a new text field called Fee Code, which will be placed between the Revenue Code and Customer fields. Also, a new section titled Sort Order will be placed under the text fields and will contain the following choices: the report will list the cash receipts detail in order by account and grouped by account. ■ Reports ordered by the account will list the account number and then the detail receipts assigned the account. The detail receipt items that will be printed include-, apwwbm� W� -m-WRIMM� "m Mon roeCountyTechServicesCustomAnalysis.061215v2.d ocx Page 90 of 93 Approved Updates to PDF 8125115,711/15 IR R • Receipt number • Line number • Amount detail in order by receipt number and grouped by receipt number. ■ Reports ordered by the receipt number will list the receipt number and the detail receipts for that receipt number. The detail receipt items that will be printed include: * Receipt number * Line number * Amount Following each receipt number will be a line showing the total amount for that receipt number. in order by fee code and grouped by fee code. ■ Reports ordered by the fee code will list the fee code and then the detail receipts having that fee code. The detail receipt items that will be printed include: • Receipt number • Line number • Amount Mon roeCountyTechServicesCustomAnalysis-061215v2,docx P.- 'a ,. Updates to PDF 8125115- 711115 in order by fee group and grouped by fee group, Reports ordered by the fee group will list the fee group and then the detail receipts having that fee group. The detail receipt items that will be printed include: • Receipt number • Line number • A-Houxt ■ Following each fee group will be a line showing the total amount for that fee group. MonroeCountyTechServicesCustomAnalysis-061215v2,docx Page 92 of 93 Approved Updates to POF 8125115 7/1115 Alluff-11A ACMR0002 We are unable to find a copy of this custom specification. See for technical specifications. ACMROOOA MonroeCountyTechServicesCustomAnalysis_061215v2,docx Page 93 of 93 Approved Updates to PDF 8125115i 711115