HomeMy WebLinkAbout26 - Instructions - Permits, Licenses, & Code Enforcement (PLCE) Software and Implementation Services (4)Bozeman, MT
PLCE Reporting
Please use the descriptions below to complete columns D - H on the subsequent tab.
If the Respondent recommends additional reports, please add them in the table at the bottom of the next tab and include them in the fixed fee price.
Column
A
B
C
D
E
F
G
H
Response Key - Column D (In Scope?)
Available Response
Y
N
RC
Response Key - Column E (Report Type)
Available Response
Out of Box
Configured
Dashboard
System Inquiry
Functionality
Other
Not Provided
Response Key - Column G (Type of Support)
Available Response
S
TPS
NS
Indicates input cell for Respondent to supply information
Header
Function
Report Name
Report Description
In Scope?
Report Type
Recommendation
Type of Support
Comments
Description
Report is in scope and included as part of the fixed fee price proposal
Report IS NOT in scope and included as part of the fixed fee price proposal
Report requires clarification to determine if report will be included in scope. Clarification must be added to Column H (Comments)
Description
Standard report delivered out of the box
Report can be built using standard reporting tools of the system
Information provided through a system dashboard
Information retrieved through a system query rather than a report
Information delivered by system functionality (e.g., a report is not needed due to bank reconciliation module functionality)
Information accessed by other means (describe in comments)
Report/information is not provided
Description
Report will be supported by software developer on ongoing basis
Report will be supported by a third party on an ongoing basis and price is included in fixed fee proposal
Report will not be supported or support provided through a separate, paid agreement (e.g., managed services)
Description
Current Report application
Name of report
Description of report, it's purpose, and / or the data fields needed in the report
Respondent should indicate if the report development is in scope and included in the fixed fee price proposal
Respondent should indicate the type of report or query that will achieve the City's needs
Respondent should provide a recommendation on how the reporting need should be met (e.g., "use bank reconciliation module" or "met through GL inquiry with export to Excel if needed,"
etc.)
Respondent should indicate the type of support for the report
Respondent should include any comments or assumptions relevant to the answers above
PLCE Reporting Requirements
Function
Permitting
Permitting
Permitting
Permitting
Permitting
Permitting
Permitting
Permitting
Permitting
Permitting
Permitting
Permitting
Permitting
Licensing
Licensing
Licensing
Licensing
Licensing
Inspections
Inspections
Inspections
Inspections
Code Enforcement
Code Enforcement
Code Enforcement
Code Enforcement
Code Enforcement
Code Enforcement
Financial
Financial
Financial
Financial
Financial
Performance & Management
Performance & Management
Customer Service
Customer Service
Audit & Compliance
Audit & Compliance
Respondent Suggested Reports
Function
Report Name
Permit Activity Summary
Permit Status Detail
Permit Processing Time
Permit Processing Breakdown
Review Cycles
Permit Backlog & Aging
Permits by Location
Permit Revisions & Resubmittals
Review Workloads
Application & Permit Expiration
Permits by Bond
Permit Field Inspections
Permit Street Restoration Summary
Active Licenses
License Issuance Activity
License Renewal Status
Expired & Suspended Licenses
License Processing Time
Inspection Schedule
Inspection Results
Inspection Turnaround Time
Inspector Workload
Open Code Enforcement Cases
Code Violations by Type
Case Aging
Repeat Violations
Time to Compliance
Citations Issued
Permit Fee Revenue
License Fee Revenue
Fines & Penalties Collected
Outstanding Receivables
Refunds Issued
Workflow Bottlenecks
Service Level Performance
Online vs In‑Person Activity
Customer Requests & Complaints
Permit & License History
User Activity Audit Log
Report Name
Report Description
Summary of permit applications received, issued, denied, and closed by permit type and date range.
Detailed listing of permits with current status, applicant, property, permit type, and key dates.
Measures average and median processing time from application submittal to issuance, by permit type, grouped by review group and if possible reviewer. Could be multiple reports if needed.
Measures amount and percentage of time application was in city hands vs applicant
Measures average number of review cycles from application submittal to issuance, by permit type, grouped by review group and if possible reviewer. Could be multiple reports if needed.
Identifies permits pending review or approval, including aging buckets.
Permits grouped by address, parcel, or geographic area (GIS‑enabled where available).
Tracks permit revisions, resubmittals, and associated review cycles.
Listing all open tasks by review group and reviewer, sorted by due date
Identifies applications or permits nearing expiration based on set timelines.
Track status of bonds associated with permits.
Detailed listing of permits with 2-year warranty inspection due date or status of completed inspections.
Summary of street restoration requirements and completion status.
Listing of all active licenses by license type, status, and expiration date.
Summary of new licenses issued within a specified time period.
Identifies licenses renewed, pending renewal, and overdue.
Listing of licenses that are expired, suspended, or revoked.
Measures time to issue or renew licenses by license type.
Upcoming and scheduled inspections by inspector, permit, date, and inspection type.
Results of completed inspections, including pass, fail, partial, and re‑inspection counts.
Measures elapsed time from inspection request to completion.
Inspection volume and activity by inspector and time period.
Listing of all open code enforcement cases by violation type and status.
Summary of violations categorized by code section or violation type.
Tracks age of open cases to identify long‑running or unresolved violations.
Identifies properties or parties with repeat violations over a defined period.
Measures time from case initiation to compliance or closure.
Summary of citations issued, including type, status, and associated penalties.
Permit fee revenue by permit type, department, and time period.
License fee revenue by license type and reporting period.
Amounts assessed and collected for code enforcement fines and penalties.
Identifies unpaid fees, fines, or penalties by account and aging category.
Summary of refunds issued related to permits or licenses.
Identifies stages in the permitting or licensing process where delays occur.
Compares actual processing times against established service level targets.
Compares volume of applications, payments, and requests submitted online versus in person.
Tracks customer requests, complaints, and resolution status.
Complete historical record of permits and licenses by property or entity.
Log of system user activity, including updates, approvals, and overrides.
Report Description
In Scope?
In Scope?
Report Type
Report Type
Recommendation
Recommendation
Type of Support
Type of Support
Comments
Comments