Cloudpermit
11911 Freedom Drive, Ste. 720
Reston, Virginia 20190
United States
Proposal
Proposal #: Q-02269-1
Customer #: CUST-0022713
Date: 4/30/2024
Expires On: 3/21/2024
Sales Person: Mitch Coughlin
Sales Person Email: [email protected]
Delivery Method: E-Mail
Ship To
Noah Housh
Cotati
201 West Sierra Avenue
Cotati, California 94931
United States
707-665-3635
[email protected]
Bill To
Cotati
201 West Sierra Avenue
Cotati, California 94931
United States
Subscription
Product Name Year 1 Year 2 Year 3
Building Total USD 7,000 USD 7,000 USD 7,000
Code Enforcement Total USD 2,000 USD 2,000 USD 2,000
Land Use Total USD 2,500 USD 2,500 USD 2,500
Licensing and
Registration
Total USD 3,500 USD 3,500 USD 3,500
Subscription Total: USD 15,000 USD 15,000 USD 15,000
Service
Description Total
Data Import USD 3,000
Implementation Fee - Building Software Solution USD 1,000 Implementation Fee - Code Enforcement Software Solution USD 500 Implementation Fee - Land Use Software Solution USD 500 Implementation Fee - Licensing and Registration Software Solution USD 500 Service Total: USD 5,500
Customer Total First Invoice: USD 20,500
Terms & Conditions
Validity of this quote: 30 days from date of creation
Term: 3 years, billable annually
Payment Term: Net 30 days from Invoice Date
Invoicing: Subscription invoice to be sent after contract is signed and then annually.
Implementation payments: 50% (M1) due upon implementation start and 50% due after implementation is complete (M2).
All stated prices are exclusive of any taxes.
Annual Subscription Fee
Cloudpermit’s software licensing model is different from most vendors because it is designed to reflect the needs, convenience, and business realities of small and mid-sized local governments.
The annual fee includes everything the client needs to operate and maintain the software on an ongoing basis. There are no hidden fees and no cost for newly developed features in each module.
Included in the Annual Subscription Fee:
ǎ Unlimited user licenses for municipal staff
ǎ Access to all software features (including mobile features) ǎ Unlimited data storage
ǎ Online portal for public users to submit online
ǎ Core integrations (GIS, Online Payments)
ǎ Support and maintenance (described below)
Implementation and Training
Implementation
Cloudpermit is an out-of-the-box SaaS solution purpose-built for local government building departments. The implementation process is standardized, while considering the specific and unique needs of each client.
Implementation typically takes between 4-8 weeks. Little to no IT support is required from the client.
Training
Cloudpermit provides training for end-users and administrative users throughout the implementation of the software. Training takes between 4-6 hours and is done in the client’s uniquely configured environment.
Maintenance and Support
Maintenance
Maintenance is included with the annual subscription fee. Cloudpermit updates the software every 3-4 weeks, for a minimum of 12 updates per year. Updates are managed by Cloudpermit’s development team, requiring no effort from the client’s end-users or IT staff. Updates are hot-patched, meaning there is no system downtime for end-users.
Cloudpermit’s release notes are public and available at the following link:
https://support.cloudpermit.com/support/solutions/67000379501 Support
Support is included with the annual subscription fee for each solution.
Cloudpermit provides the following support resources:
ǎ Industry standard support ticketing portal for clients ǎ Self-help portal for municipal end-users, as well as public applicants (builders/developers) Cloudpermit’s support portal is updated in line with monthly releases, and is available to the public at the following link:
https://support.cloudpermit.com/support/home
@Cloudpermit @Cloudpermit @Cloudpermit cloudpermit.com
Proposal Overview
Why Cloudpermit?
Building Permitting and Licensing
Software Made Simple
Work in the field, issue applications from
your couch, and cut down on time spent
at the front counter. All users can access
Cloudpermit from their phone, tablet,
and computer without any installations
or downloads — just log in online.
Facilitate community growth with
increased revenue by speeding up
processes. Make your community a
better place to live, build, and grow.
Accessible 24/7
Your staff, citizens, and workers can
do everything online. Staff always get
complete applications from their citizens
and no one needs to travel to the office
to reinput notes or submit documents.
Time-Saver
Community Growth
Benefit from community development
software that doesn’t have any frills
or added expenses you don’t need. It’s
intuitive and easy for all users to enjoy,
even those who aren’t good with tech.
User-Friendly
Our Solutions
Listen to our partners
Don’t take our word for it...
Building Permitting and Licensing
Software Made Simple
“Every part of my Cloudpermit
journey has been easy and
everything that I was promised
in the sales process has
been delivered.”
Julie Wicker, Clerk for the Town of
Wilson, Wisconsin
“We were confident with our
decision because Cloudpermit
offered what we needed, fit our
budget, and worked with many
other governments.”
John Snelson, Code Enforcement/Zoning Officer
for White Oak Borough
Use government permitting
software to provide better
citizen service, organize your
building permits, and accept
complete applications.
Building Permitting
Enjoy business license software
that lets your team issue and
renew business licenses,
access property information,
and use interactive maps.
Business Licensing
Take advantage of planning
and zoning software to issue
land use permits and achieve
greater land management.
Planning & Zoning
Benefit from code enforcement
management software that
allows code compliance
officers to accept complaints
online, view case history
in chronological order, and
communicate with direct
and group messages.
Code Enforcement
“Our Customer Success Manager was amazing at walking
us through the software and went above and beyond our
expectations. He ensured we had the necessary tools
for success, answered our questions, and gave us the
confidence to explore new things. The excellent customer service we received during implementation enabled us
to provide excellent service to our citizens.”
Henry Hemphill, City Planner for the City of Fruita
850+
Customers Inspections
19M
Building Permits
18M
Citizens
45M
Enjoy community
development software
that was designed with
governments and
agencies just like yours.
@Cloudpermit | Cloudpermit.com
Data Security
FAQs
Aim your phone camera here
and tap the link that appears!
@Cloudpermit Cloudpermit.com
Cloudpermit provides community development software. We offer simple and online software solutions for building permitting, business licensing, planning & zoning, and code enforcement.
Where is the
data stored?
All data is stored in the US and
hosted on Google Cloud Services.
How is data stored
securely?
Triple redundant co-location
is in place with three
geographically separate data
centers. All data is encrypted
both in transit and at rest.
How often are
passwords reset?
Minimum password strength
requirements are in place for
all users, and passwords must
be reset every 6 months.
How often are
backups done?
System backups are done hourly.
What is Cloudpermit
uptime guarantee?
Cloudpermit guarantees
99.99% uptime annually.
Can I view more
information about
Cloudpermit’s
security protocols?
Yes, you can visit our website
for more information on
our security measures.
Are there any known
security issues with
Cloudpermit’s system?
No, Cloudpermit’s security
system is regularly updated to
prevent any security breaches.
Who owns the data?
The client owns their data,
Cloudpermit merely hosts it.
Is there a limit to
the amount of
data storage?
There is no data storage limit..
What are the benefits
of Cloudpermit’s
security?
Cloudpermit’s security measures
ensure that client data is
stored safely, and accessibility
is maintained at all times.
Use Anytime, Anywhere
Access Cloudpermit 24/7 on your phone,
tablet, or laptop with any browser or
operating system.
Accept, Review, and Issue
Building Permits
Work online to receive and issue
building permit applications with ease
and without paper.
Receive Complete Building
Permit Applications
Force citizens to complete applications
before they can click ‘submit’ with
mandatory input fields.
Conduct On-site Mobile
Building Inspections
Manage all data, contact information,
drawings, reports, etc., in the field by
starting and finishing building
inspections on-site.
Use Maps Integrated with
Your GIS
Select building permit locations, view
detailed property information and plan
optimal inspection routes.
Change and Modify
Workflows
Select building permit types from a
pre-configured structure, and manage
requirements, including forms,
drawings, reviews, and inspections
for each type of application.
Gain Insight with Reports
Create reports, such as for permits,
assessments, payments, inspections,
reviews, etc.
Accept Payment
Enable online and over-the-counter
payments, send notifications for due
payments, and determine a detailed
list of fees.
Keep All Communication in
One Place
Send direct and group time-stamped
messages for organized conversations.
Get Up and Running Quickly
Start using Cloudpermit within weeks
without costly integrations or IT support.
Building Permitting
SOFTWARE SOLUTION
Cloudpermit provides community development
software. We offer simple and online software
solutions for building permitting, planning &
zoning, and code enforcement.
@Cloudpermit @Cloudpermit @Cloudpermit
Cloudpermit provides community development
software. We offer simple and online software
solutions for building permitting, planning &
zoning, and code enforcement.
@Cloudpermit @Cloudpermit @Cloudpermit
Use Anytime, Anywhere
Access Cloudpermit 24/7 on your phone,
tablet, or laptop with any browser or
operating system.
Accept Complaints from
Citizens
Accept complaints and determine what
contact information is required for
complainants.
Create Cases and Violations in
the Field
Work in the field and search past building
permits, previous complaints, cases, and
history of a property.
Conduct On-site Inspections
Input notes and complete reports in the
field on any mobile device.
View Case History in
Chronological Order
Access data, contact information, reports,
photos, etc., in chronological order.
Share Photos
Upload photos to cases, violations,
and inspections.
Code Enforcement
SOFTWARE SOLUTION
Use Maps Integrated with
Your GIS
Select case locations, view detailed
property information, plan optimal
inspection routes.
Accept Payment
Enable online and over-the-counter
payments, send notifications for due
payments, and determine a detailed
list of fees.
Keep All Communication in
One Place
Send direct and group time-stamped
messages for organized conversations.
Get Up and Running Quickly
Start using Cloudpermit within weeks
without costly integrations or IT support.
Cloudpermit provides community development software. We offer simple and online software solutions for building permitting, business licensing, planning & zoning, and code enforcement. @Cloudpermit Aim your phone camera here and
tap the link that appears!
Online Portal in the Cloud
Log into Cloudpermit whenever and wherever
suits you best.
ǎ Use any mobile device via the Internet
ǎ Benefit from storing information in the
cloud
ǎ Automatically save and protect
information in real-time
ǎ Send direct or group time-stamped
messages
License Dashboard View
Access all the information you need most
often on your dashboard as soon as you log
into Cloudpermit.
ǎ Find the most recent applications
ǎ View upcoming due dates
ǎ Automate fee calculations
ǎ Check business owner information
ǎ Verify the status of an application
GIS Integrated Maps
Seamlessly integrate your GIS for accurate
and relevant location information.
ǎ Find up-to-date property information
ǎ Plan routes for site visits
ǎ Separate areas into zones
Data Import
Easily import past business licenses into
Cloudpermit.
ǎ Move existing data into a new system
ǎ Store past business licenses online
ǎ Keep all information in one place
Renewal Management
Renew business licenses with ease online.
ǎ Get notified before renewals are due
ǎ Send automatic email notifications to
business owners for renewals
ǎ See dashboard view for upcoming
renewals
Document Management
Manage and sort documents simply and
quickly with Cloudpermit.
ǎ Manage documents for multiple business
licenses
ǎ Filter and sort relevant information
Reporting
Take advantage of custom reports and
one-click downloads to learn more about the
data surrounding your business licenses.
ǎ Create reports for business license
renewals
ǎ Use templates
ǎ Track outstanding fees
ǎ Download reports as an Excel or CSV file
Payment and Fee Calculations
Set up online and over-the-counter payments.
ǎ Send notifications for due payments
ǎ Calculate fees for business licenses
ǎ Manage overdue fees
Business Licensing
SOFTWARE SOLUTION
Cloudpermit.com
Cloudpermit provides community development software. We offer simple and online software solutions for building permitting, business licensing, planning & zoning, and code enforcement. @Cloudpermit Aim your phone camera here and
tap the link that appears!
Online Portal in the Cloud
Log into Cloudpermit whenever and wherever
suits you best.
ǎ Use any mobile device via the Internet
ǎ Benefit from storing information in the
cloud
ǎ Automatically save and protect
information in real-time
ǎ Send direct or group time-stamped
messages
Building Permits and
Land Use Permits
Accept and issue a land use permit before
accepting a building permit application.
ǎ Building, planning, and zoning
departments can work together
ǎ Require land use permits before building
permits can be issued
ǎ Allow collaboration between building,
planning, and zoning departments
Applications
Receive complete land use permit
applications as citizens must complete
all fields before their application can be
submitted.
ǎ Send automatic updates when the status
of a permit changes
ǎ Accept land use permit and building
permit applications in the same software
GIS Integrated Maps
Seamlessly integrate your GIS for up-to-date
information and interactive maps.
ǎ Find accurate property information
ǎ Calculate the size of a property
ǎ Access detailed property information
including different layers like heritage
areas
ǎ Search permit locations on a map
Meetings
Manage and sort meetings online.
ǎ Organize meetings with stakeholders
such as the board of appeals
ǎ Generate meeting packages with
important documentation for the board
members
ǎ Manage pre-consultation requests
ǎ Create agendas using templates
ǎ Assign applications to upcoming
applications
Public Notice
Follow public notice guidelines with ease.
ǎ Find public notice radius and use links/QR
code to send updates to citizens
ǎ Upload public opinion documents
ǎ Track public opinion and set up a list of
who needs to be contacted
Land Use Permitting
SOFTWARE SOLUTION
Cloudpermit.com
Land Use Permitting
SOFTWARE SOLUTION
Cloudpermit provides community development software. We offer simple and online software solutions for building permitting, business licensing, planning & zoning, and code enforcement. @Cloudpermit Aim your phone camera here and
tap the link that appears! Cloudpermit.com
Circulation
Send circulation requests to receive
responses in real-time.
ǎ Record and organize all responses in the
same software
ǎ Enable real-time responses from
stakeholders
Reporting
Determine and review different reports.
ǎ Save commonly used reports with presets
ǎ Download reports as CSV or Excel file
Configuration
Work with a trained Implementation
Specialist to learn how to use the software.
ǎ Modify lists and descriptions
ǎ Access tutorials and support documents
ǎ Configure default review types and
descriptions
Conditions
Assign conditions to permits and clear them
prior to closing the files.
ǎ Allow collaboration between building,
planning, and zoning departments
Payments
Collect payments from citizens.
ǎ Allow citizens to pay with a credit card
ǎ Let citizens know when their payment is
due
ǎ Configure fees and bills
©2023 Cloudpermit Confiden�al 1
Cloudpermit
Data Import
March 2023
©2023 Cloudpermit Confiden�al 2
Descrip�on
Cloudpermit Data Import allows the Customer to import the Customer's exis�ng legacy data (applica�ons, permits, inspec�ons, and atachments) into the Cloudpermit system.
The informa�on in this document is subject to change without no�ce aligning with future releases.
Data Import Process
The data import process includes five (5) steps:
1. Expor�ng data from the Customer's exis�ng system.
2. Adding the exported data into an Excel spreadsheet.
3. Reviewing the data in the spreadsheet.
4. Correc�ng possible errors in the spreadsheet.
5. Impor�ng data into the Cloudpermit system.
Roles and responsibili�es
1. Exporting data from existing system: Customer is responsible for expor�ng cleansed and normalized data from its exis�ng system into a CSV file format.
• Data Cleansing: the process of fixing incorrect, incomplete, duplicate or otherwise erroneous data in a data set. • Data Normalization: the process of organizing data entries so they appear similar across all fields and records, making it possible to find, group and analyse the information.
2. Adding exported data into an Excel spreadsheet. Customer adds the data into the Cloudpermit-provided Excel template. Customer is responsible that the data matches the Excel template's format.
3. Reviewing data. Cloudpermit does one round of reviewing the spreadsheet and provides informa�on to Customer about possible errors in entry of the data to the Excel spreadsheet.
4. Possible correction of errors. Customer corrects possible errors and provides a cleansed Excel spreadsheet back to Cloudpermit.
5. Import data into Cloudpermit system. Cloudpermit and Customer imports the data from the spreadsheet into the Cloudpermit system.
A�er data has been successfully imported to Cloudpermit, the Customer can find and use the data in the Cloudpermit workspace sec�on as if it would have been created in the Cloudpermit system. ©2023 Cloudpermit Confiden�al 3
Excel Spreadsheet and data requirements
In order for the content to operate properly within the Cloudpermit system, the exported data will need to be in certain required column and format. Cloudpermit provides an Excel template to Customers who are impor�ng data. The examples below shows the required forma�ng for each import and field found within the Import Excel templates:
Workspace Import format requirements
*Initcap = replace the first letter of every word in a character string with an uppercase letter.
Inspec�on Import format requirements
Atachment Import format requirements
Column Field Name Required Y/N Field Type Req. Formatting B Permit Number YES TEXT OR NUMBER N/A
C Location YES TEXT OR NUMBER Match GIS Format
D Municipality NO TEXT OR NUMBER N/A
E Roll Number/PIN YES TEXT OR NUMBER Match GIS Format
F Permit description NO TEXT OR NUMBER N/A
G Category NO TEXT OR NUMBER Map to CP Categories
H Work Type NO TEXT OR NUMBER Map to CP Categories
I Work Target NO TEXT OR NUMBER Map to CP Categories
J Workspace Status NO TEXT OR NUMBER Map to CP Categories K Assignee (Workspace) NO TEXT OR NUMBER Map to CP Users L Date Submitted NO DATE AND TIME MM/DD/YYY 00:00:00
M Date issued NO DATE AND TIME MM/DD/YYY 00:00:00
N Issued by NO TEXT OR NUMBER N/A
O Zoning NO TEXT OR NUMBER Match GIS Format
P Worksla NO TEXT OR NUMBER N/A
Q Construction cost NO NUMBER N/A
R Applicant first Name NO TEXT OR NUMBER Initcap
S Applicant last name NO TEXT OR NUMBER Initcap
T Applicant street address NO TEXT OR NUMBER N/A
U Applicant unit number NO TEXT OR NUMBER N/A
V Applicant postal code NO TEXT OR NUMBER N/A
W Applicant municipality NO TEXT OR NUMBER N/A
X Applicant province NO TEXT OR NUMBER N/A
Y Applicant corporation or partnership NO TEXT OR NUMBER Initcap Z Applicant mobile phone NO TEXT OR NUMBER (XXX) XXX-XXXX AA Applicant other phone NO TEXT OR NUMBER (XXX) XXX-XXXX AB Applicant email NO TEXT OR NUMBER N/A
AC Owner first name NO TEXT OR NUMBER Initcap
AD Owner last name NO TEXT OR NUMBER Initcap
AE Owner street address NO TEXT OR NUMBER N/A
AF Owner unit number NO TEXT OR NUMBER N/A
AG Owner postal code NO TEXT OR NUMBER N/A
AH Owner municipality NO TEXT OR NUMBER N/A
AI Owner province NO TEXT OR NUMBER N/A
AJ Owner corporation or partnership NO TEXT OR NUMBER Initcap AK Owner mobile phone NO TEXT OR NUMBER (XXX) XXX-XXXX
AL Owner other phone NO TEXT OR NUMBER (XXX) XXX-XXXX
AM Owner email NO TEXT OR NUMBER N/A
AN Builder first name NO TEXT OR NUMBER Initcap
AO Builder last name NO TEXT OR NUMBER Initcap
AP Builder street address NO TEXT OR NUMBER N/A
AQ Builder unit number NO TEXT OR NUMBER N/A
AR Builder postal code NO TEXT OR NUMBER N/A
AS Builder municipality NO TEXT OR NUMBER N/A
AT Builder province NO TEXT OR NUMBER N/A
AU Builder corporation or partnership NO TEXT OR NUMBER Initcap AV Builder mobile phone NO TEXT OR NUMBER (XXX) XXX-XXXX AW Builder other phone NO TEXT OR NUMBER (XXX) XXX-XXXX AX Builder email NO TEXT OR NUMBER N/A
AY Permit Comments NO TEXT OR NUMBER N/A
Column Field Name Required Y/N Field Type Field Formatting B Permit Number YES TEXT OR NUMBER N/A
C Inspection Type YES TEXT OR NUMBER Map to CP Inspections D Result for this visit NO TEXT OR NUMBER Map to CP Results E Site Conditions NO TEXT OR NUMBER N/A
F Internal Notes NO TEXT OR NUMBER N/A
G Inspection Date NO DATE AND TIME MM/DD/YYY 00:00:00
H Inspector NO EMAIL (USER IN CLOUDPERMIT) N/A
I Inspector Status NO TEXT OR NUMBER Map to CP Statuses J Inspection Comments NO TEXT OR NUMBER N/A
K Requested inspection start time NO DATE AND TIME MM/DD/YYY 00:00:00 L Confirmed inspection start time NO DATE AND TIME MM/DD/YYY 00:00:00 Column Field Name Required Y/N Field Type Field Formatting B File Name YES TEXT OR NUMBER N/A
C Permit YES TEXT OR NUMBER N/A
D Attachment Type NO TEXT OR NUMBER N/A
E Description NO TEXT OR NUMBER N/A