eTRAKiT User Manual · 4.1 Contractor, Architect, Engineer, or Permit Contact Login Select...
Transcript of eTRAKiT User Manual · 4.1 Contractor, Architect, Engineer, or Permit Contact Login Select...
RichlandCountySouthCarolina
eTRAKiTUserManualAguideforusingtheonlinepermittingsystem,eTRAKiT
Richland County Development Services Center 2020 Hampton Street, Columbia SC 29204
Planning and Engineering: 803‐576‐2190 Building: 803‐576‐2140
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TableofContents1.0 Version .............................................................................................................................................. 1
2.0 Getting Started .................................................................................................................................. 1
2.1 Welcome ............................................................................................................................................. 1
2.2 Contacting Us ...................................................................................................................................... 1
3.0 How to Access eTRAKiT ..................................................................................................................... 2
4.0 Registered User Login ....................................................................................................................... 3
4.1 Contractor, Architect, Engineer, or Permit Contact Login ............................................................ 3
4.2 How to Create a Secure Password ................................................................................................ 3
4.3 Permit Dashboard ......................................................................................................................... 4
4.3.1 My Open Permit Applications ............................................................................................... 4
4.3.2 My Active Permits ................................................................................................................. 4
4.3.3 My Active Inspections ........................................................................................................... 5
4.4 Projects Dashboard ....................................................................................................................... 5
4.4.1 My Open Project Applications .............................................................................................. 5
4.4.2 My Active Projects ................................................................................................................ 6
5.0 Permit Applications ........................................................................................................................... 6
5.1 Apply Link ...................................................................................................................................... 6
5.2 Company Log In ............................................................................................................................. 6
5.3 Permit Declarations ...................................................................................................................... 7
5.4 Entering Permit Information ......................................................................................................... 8
5.4.1 Permit Type Information ....................................................................................................... 8
5.4.2 Additional Information .......................................................................................................... 8
5.4.3 Location ................................................................................................................................. 9
5.4.4 Attachments ........................................................................................................................ 10
5.4.6 Contact Information ............................................................................................................ 11
5.4.7 Review and Submit ............................................................................................................. 11
5.4.8 Plan Review Fee Payment ................................................................................................... 13
5.4.9 View Permit Summary ........................................................................................................ 16
5.5 Permit Review Process ................................................................................................................ 17
5.5.1 Reviewing Comments ......................................................................................................... 17
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5.5.2 Providing Additional Information ....................................................................................... 19
5.5.3 Approved Application – Fee Payment ................................................................................. 20
5.6 Permit Inspections ...................................................................................................................... 24
5.6.1 Scheduling a Permit Inspection ........................................................................................... 24
5.6.2 Canceling a Permit Inspection ............................................................................................. 25
6.0 Project Applications ....................................................................................................................... 26
6.1 Apply Link .................................................................................................................................... 26
6.2 Company Log In ........................................................................................................................... 26
6.3 Project Declarations .................................................................................................................... 27
6.4 Entering Project Application Information ................................................................................... 28
6.4.1 Project Type Information .................................................................................................... 29
6.4.2 Application Information ...................................................................................................... 29
6.4.3 Location ............................................................................................................................... 30
6.4.4 Relation to the Project ........................................................................................................ 31
6.4.5 Attachments ........................................................................................................................ 31
6.4.6 Contact Information ............................................................................................................ 32
6.4.7 Review and Submit ............................................................................................................. 32
6.4.8 Fee Payment ....................................................................................................................... 34
6.4.9 View Project Summary ........................................................................................................ 36
6.5 Project Review Process ............................................................................................................... 37
6.5.1 Reviewing Comments ......................................................................................................... 37
6.5.2 Providing Additional Information ....................................................................................... 38
6.6 Approved Projects ....................................................................................................................... 40
7.0 Project Inspection ........................................................................................................................... 41
7.1 Creating an Inspection Record .................................................................................................... 41
7.1.1 Apply Link ............................................................................................................................ 41
7.1.2 Company Log In ................................................................................................................... 41
7.1.3 Permit Declarations ............................................................................................................ 42
7.1.4 Entering Permit Information ............................................................................................... 43
7.2 Scheduling a Project Inspection .................................................................................................. 48
7.3 Canceling a Project Inspection .................................................................................................... 49
eTrakit User Guide 1
1.0 Version
Date Change Modified By Comment
3/7/2014 I ARB Initial Release
2.0 GettingStarted
2.1Welcome
Welcome to Richland County’s Development Service Center Web Portal,
eTRAKiT. Through eTrakiT users have the ability to view some public records
from the Development Service Center without logging in. Registered users who
create an account will have the ability to pay fees, apply for building permits,
apply for Land Development permits, schedule inspections, and view their
associated permit record in detail.
2.2ContactingUs
For additional assistance with the eTRAKit system, please contact:
Richland County Development Services Center
2020 Hampton Street, 1st Floor
Columbia, SC 29204
Planning Department Phone: 803‐576‐2190
Building Department Phone: 803‐576‐2140
Email: [email protected]
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3.0 HowtoAccesseTRAKiT
The web site address for eTRAKiT is http://etrakit.rcgov.us/eTRAKiT3/.You may also
access eTRAKiT through Richland County’s Development Service Center’s homepage at
www.rcdevelopmentservices.com and click on the quick link “Click to Login” button.
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4.0 RegisteredUserLogin
4.1 Contractor,Architect,Engineer,orPermitContactLoginSelect Contractor/Applicant and then select your company name from the drop down
menu and enter your company’s password. Click Login.
To register to use this feature and obtain a password, please contact
Development Services at 803‐576‐1335.
4.2 HowtoCreateaSecurePassword
The first time you select your company name and enter your password, you will be asked to create a secure password that you will use each time you log into eTrakit.
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4.3 PermitDashboard
4.3.1 MyOpenPermitApplicationsApplications that are not completed and submitted will show up in this section. You can
choose to complete or delete the application.
4.3.2 MyActivePermitsThis section allows you to review the status of submitted project applications and
project summaries. To review this information, click the Permit Number in the far left
column. To pay a fee select the FEES DUE link. This option is only available for permits
that have been APPROVED.
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4.3.3 MyActiveInspectionsThis section allows you to schedule, cancel, and review the status of inspections on
previously issued permits.
4.4 ProjectsDashboard
4.4.1 MyOpenProjectApplicationsProject applications that are not completed and submitted will show up in this section.
You can choose to complete or delete the application.
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4.4.2 MyActiveProjectsThis section allows you to review the status of submitted project applications and
the project summaries. To review this information, click the Project Number in the
far left column. You can also upload additional documents in response to a request
for addition information by selecting the paperclip link.
5.0 PermitApplicationsPermit applications include all building department permits, Stormwater Pollution Prevention
Plan (SWPPP), and floodplain verifications.
5.1 ApplyLink
5.2 CompanyLogIn
Select your user name under the Contractor/Applicant drop down and enter
your password. Then click LOGIN.
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If your user name is not listed, please contact us at 803‐576‐1335 to register.
Note that only licensed contractors can utilize the online permit system. South Carolina state
law requires homeowners to appear in person to pull a building permit.
5.3 PermitDeclarationsPlease read the Permit Declaration, click the radial button next to I AGREE and then click CONTINUE.
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5.4 EnteringPermitInformation
5.4.1 PermitTypeInformationSelect the permit type; enter the project description and the job value (labor
and materials)
5.4.2 AdditionalInformationEach permit type may have different required Additional Information. Below is
an example of the required information for COMMERCIAL NEW
CONSTRUCTION.
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The following is the Additional Information required for RESIDENTIAL ROOFING.
5.4.3 LocationSelect the search criteria for the location: Address or Tax Map Number (TMS).
Enter part or all of the Address or TMS and click SEARCH. Then select the
correct address for the permit.
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5.4.4 AttachmentsLocate the appropriate forms by clicking Select. Find the file you want to
upload, select the file. Then type in a file description.
Click UPLOAD.
Then click NEXT STEP.
Suggested Naming Convention for Permit Documents
RESplans_date.pdf
COMplans_date.pdf
REScheck_lot #_the date.pdf
COMcheck_date.pdf
Roofing Contract_date.pdf
Letter of Authorization_date.pdf
Flood_date.pdf
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5.4.6 ContactInformationEnter or confirm the Contractor, Owner and Applicant Contact Information,
then click NEXT STEP.
5.4.7 ReviewandSubmit
This area allows you to review the application, make changes or corrections, pay
a permit review fee (if necessary) and submit the permit application.
To make corrections to a section, select the EDIT button adjacent to the section
header. Complete changes and select NEXT STEP.
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5.4.8 PlanReviewFeePayment
A plan review fee is required for the following permit types:
Residential New Construction
Residential New Accessory Structure
Residential Alterations
Residential Addition and Add/Alt
Residential Modular
Commercial Modular
Commercial New Construction
Commercial Alteration
Commercial Addition & Add/Alt
If you are applying for one of these permits types, the system will require
payment of the plan review fee prior to the application being submitted for
review. Select the payment type: CREDIT CARD, ECHECK, or TRUST ACCOUNT.
Please note: There is a 3% convenience fee for credit card payments and a
$2.50 convenience fee for eCheck payment.
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Enter the required information for either the credit card,
eCheck payment, or trust account.
For information on the Trust Account, contact the Building Department at 803‐
576‐2140.
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Once the payment has processed, a payment summary screen will be
generated. This summary may be printed for your records by selecting the
PRINT SUMMARY link.
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5.4.9 ViewPermitSummaryOnce the plan review fee is paid, if applicable, and the application is submitted,
a summary page will generate. The tabs are selectable to review the permit
application information. The permit will now appear on your dashboard under
My Active Permits.
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5.5 PermitReviewProcessOnce the application is submitted, it will be reviewed administratively for completeness. Once
deemed administratively complete the application will be approved if no plan review is
required. All other will be forwarded for plan review.
5.5.1 ReviewingCommentsIf additional information is necessary, either administratively or for the plan
review, the status of the Permit will change to DISAPPROVED.
To review the comments, click the permit number for the disapproved permit.
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Then select the Reviews tab.
The comments can be viewed by selecting the More Info link.
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5.5.2 ProvidingAdditionalInformation
In order to provide additional information, select the paperclip link.
Select the file that contains the response information from your computer,
provide a brief description (Response to 1/24/14 Comments), and click UPLOAD.
Suggested File Naming Conventions:
RESplans_date.pdf
COMplans_date.pdf
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REScheck_lot #_the date.pdf
COMcheck_date.pdf
Roofing Contract_date.pdf
Letter of Authorization_date.pdf
Flood_date.pdf
5.5.3 ApprovedApplication–FeePayment
You will be notified of the approval of your permit by email. Log in to your
eTRAKiT account to pay the required permit fee.
Once the permit application has been reviewed and approved, any permit fee
due will become a link and will need to be paid before the permit can be issued.
The permit must be approved in order for the fee to be paid.
Select the PERMIT No. for the permit to be paid.
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Select the Fees tab and select Pay All.
Confirm the permit you are about to pay and select the PROCEED TO CHECKOUT
button.
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Select the payment type.
Enter the required information for the trust account, credit card, or eCheck payment.
Select PROCESS PAYMENT.
For information on the Trust Account, please contact the Building Department at 803‐
576‐2140.
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Once the payment has processed, a payment summary screen will be generated. This
summary may be printed for your records by selecting the PRINT SUMMARY link.
Your dashboard will be updated to reflect no fee is due and County staff will be
notified of the fee payment. Staff will then update the status of the permit to
Issued, construction can begin, and inspections can be scheduled on this permit.
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5.6 PermitInspections
5.6.1 SchedulingaPermitInspection
Once the status of the permit has been changed to Issued, an inspection can be
scheduled. To schedule an inspection, select the SCHEDULE link
Complete the required information, including the contact information and the requested
inspection date. Once you click SUBMIT your inspection is scheduled.
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5.6.2 CancelingaPermitInspectionTo cancel an inspection, select the X under the Cancel column for the inspection
you wish to cancel.
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6.0 ProjectApplicationsProject applications include: Addressing, Administrative Subdivisions, Change of Use,
Communication Towers, Co‐location Comm Towers, Linear Utilities, Land Development,
Major and Minor Subdivisions, Map Amendments, Multifamily Residential, PDD
Amendment, Site Additions, Special Exception, Text Amendment, and Variance.
6.1 ApplyLink
6.2 CompanyLogIn
Select your user name under the Contractor/Applicant drop down and enter
your password. Then click LOGIN.
If your user name is not listed, please contact us at 803‐576‐1335 to register.
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6.3 ProjectDeclarationsPlease read the Project Declaration, click the radial button next to I AGREE and then click CONTINUE.
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6.4 EnteringProjectApplicationInformation
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6.4.1 ProjectTypeInformationSelect the project type; enter the project description and the job value (labor and
materials)
6.4.2 ApplicationInformationEach project type may have different required Application Information. Below is an
example of the required information for Minor Subdivision.
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6.4.3 LocationSelect the search criteria for the location: Address or Tax Map Number (TMS). Enter
part or all of the Address or TMS and click SEARCH. Then select the correct address for
the permit. If the address or TMS is not populating, contact the Building Department at
803‐576‐2190 for assistance.
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6.4.4 RelationtotheProject Indicate, by selecting the box, if you are the property owner.
6.4.5 AttachmentsLocate the appropriate forms by clicking Select. Find the file you want to upload and
select the file. Then type in a file description. Click UPLOAD. Then click NEXT STEP.
Suggested Naming Convention for Permit Documents
Plans_date.pdf or Plans_date.dwg
CSWPP_date.pdf
DrainCalcs_Date.pdf
NOI_date.pdf
MaintenanceAgree_date.pdf (Permanent Stormwater Maintenance Agreement)
Encroachment_date.pdf (Encroachment Permit Application)
Landscape_date.pdf (Landscape plan, if separate from plan set)
NRI_date.pdf (Natural Resource Inventory)
Water_date.pdf (Water availability letter)
Sewer_date.pdf (Sewer availability letter)
Flood_date.pdf (Flood documents)
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6.4.6 ContactInformation
Enter or confirm the Contractor, Owner and Applicant Contact Information,
then click NEXT STEP.
6.4.7 ReviewandSubmit
This area allows you to review the application, make changes or corrections, pay the
project review fee (if necessary) and submit the project application.
To make corrections to a section, select the EDIT button adjacent to the section header.
Complete changes and select NEXT STEP.
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6.4.8 FeePaymentThe system will require payment, if required, prior to the application being
submitted for review. Select either Credit Card or eCheck as the payment type.
Trust accounts are currently not accepted for project submittals.
Enter the required information for either the credit card or eCheck payment and
select PROCESS PAYMENT.
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Once the payment has processed, a payment summary screen will be generated. This
summary may be printed for your records by selecting the PRINT SUMMARY link.
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6.4.9 ViewProjectSummaryOnce the fee is paid, if applicable, and the application is submitted, a summary
page will generate. The tabs are selectable to review the permit application
information. The permit will now appear on your dashboard under My Active
Projects.
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6.5 ProjectReviewProcessWhen the application is uploaded, it will be screened for administrative completeness.
Once deemed administratively complete, the project will enter the County’s review
process. If the submittal is not complete, the application will be disapproved and the
applicant will be notified that additional information is required to meet the County’s
submittal requirements.
6.5.1 ReviewingCommentsIf additional information is necessary the status of the Project will change to
Disapproved.
To review the comments, click the project number for the disapproved project.
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Then select the Reviews tab. The comments can be viewed by selecting the
More Info link. The comments will also be summarized in a letter that will be
emailed to the applicant.
6.5.2 ProvidingAdditionalInformationIn order to provide a complete response to the comments, select the paperclip
link.
Select the file that contains the response information from your computer,
provide a brief description (Response to 1/24/14 Comments), and click UPLOAD.
Multiple files can be uploaded. For a timely review, please ensure the entire
response is uploaded at one time.
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NOTE: A RESPONSE LETTER IS REQUIRED. It is preferred this letter be a direct response to the
comments letter generated by the County. However, a narrative that outlines all the changes
made will also be accepted.
Suggested Naming Convention for Permit Documents
Response_date.pdf
Plans_date.pdf or Plans_date.dwg
CSWPP_date.pdf
DrainCalcs_Date.pdf
NOI_date.pdf
MaintenanceAgree_date.pdf (Permanent Stormwater Maintenance Agreement)
Encroachment_date.pdf (Encroachment Permit Application)
Landscape_date.pdf (Landscape plan, if separate from plan set)
NRI_date.pdf (Natural Resource Inventory)
Water_date.pdf (Water availability letter)
Sewer_date.pdf (Sewer availability letter)
Flood_date.pdf (Flood documents)
Once the information is submitted, the project will be placed back into the
review cycle.
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6.6 ApprovedProjectsOnce all necessary information has been submitted to the County, and all
reviews have been completed, the project will be approved. An email will be
sent out to notify you of the updated status. The stamped plans can be viewed
by selecting the Project No. link and then selecting the appropriate attachment.
Stamped Approved Plans will be named: Approved_Project Name_date.pdf
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7.0 ProjectInspection
7.1 CreatinganInspectionRecordIn order to schedule an inspection online, a permit record will need to be
created for the project.
7.1.1 ApplyLinkSelect the Apply link under the Permits Menu
7.1.2 CompanyLogInSelect your user name under the Contractor/Applicant drop down and
enter your password. Then click LOGIN.
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7.1.3 PermitDeclarationsPlease read the Permit Declaration, click the radial button next to I AGREE and then click CONTINUE.
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7.1.4 EnteringPermitInformation
7.1.4.1 PermitTypeInformationSelect the LAND DISTURBANCE permit and enter a brief
description.
7.1.4.2 ApplicationInformationEnter the required information.
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7.1.4.3 LocationSelect the search criteria for the location: Address or Tax Map
Number (TMS). Enter part or all of the Address or TMS and click
SEARCH. Then select the correct address for the permit.
7.1.4.4 AttachmentsLocate the appropriate forms by clicking Select. Find the file
you want to upload and select the file. Then type in a file
description.
Click UPLOAD. Then click NEXT STEP.
Suggested Naming Convention for Files:
CoverageLetter_date.pdf
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7.1.4.5 ContactInformationEnter or confirm the Contractor, Owner and Applicant Contact
Information, then click NEXT STEP.
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7.1.4.6 ReviewandSubmit
This area allows you to review the application, make changes or
corrections, pay a permit review fee (if necessary) and submit
the permit application.
To make corrections to a section, select the EDIT button
adjacent to the section header. Complete changes and select
NEXT STEP.
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7.1.4.7 ViewPermitSummaryOnce the plan review fee is paid, if applicable, and the
application is submitted, a summary page will generate. The
tabs are selectable to review the permit application
information. The permit will now appear on your dashboard
under My Active Permits.
7.1.4.8 PermitReviewProcessOnce the application is submitted, it will be reviewed
administratively for completeness. Once the application is
deemed complete, reviewed, and approved, you can schedule
an inspection for the site.
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7.2 SchedulingaProjectInspection
Once the permit record is created and approved select the SCHEDULE link to schedule an
inspection.
Complete the required information, including the contact information and the requested
inspection date. Click SUBMIT and your inspection has been scheduled.
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7.3 CancelingaProjectInspectionTo cancel an inspection, select the “X” under the Cancel column for the inspection you
wish to cancel.