OSM Changes from Last Month

1. Revised Record Search Screen (Live Sept 12)
Zip Code search field was added to the Record Search screen and ASI was changed to Custom Fields.

2. 1 & 2 Family Dwelling – Type of Work (Live Sept 12)
The Type of Work field now defaults to New.

3. New Report: Phased Project Summary (Live Sept 19)
Purpose
The purpose of this report is to provide a high level summary view of a Phased parent record and all of its related child record.

Report header
Information in the report header contains the parent permit number, parent project construction type, parent site address, and the parent project name.

Sorting
Each report section is displayed with the phased (parent) record always on top, followed by the structural permits, and then each trade thereafter in alphabetical order.
Project Permit Summary Section
This section displays each child record that is related to the parent record, including the record status, valuation type, valuation amount, invoiced fee amount and description of work. At the end of this section the sum of the child record valuation amounts are compared to the parent record valuation amount, and if there is any difference, the valuation difference field will be highlighted in red and display the difference. Fees are also summarized at the end of this section.

Project Fee Summary by Permit Section
This section only shows what has been invoiced on the record and does not do any further financial checks beyond that (i.e. verify payment, refunds etc...). If a record does not have any fees it will say “none invoiced” in the fee item category field. Fees are summarized at the end of this section again.

4. CET Changes (Live for every agency by Sept 26)
We revised the display of the CET fields so that they are shown on their own tab called, “Construction Excise Tax” but the fields and selections haven’t changed.  Each agency who assesses CET fees was contacted individually throughout the month of September by ePermitting staff to announce the changes were completed in Production.  All agencies should now see the new Construction Excise Tax tab.