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Cloudpermit
Cloudpermit 11911 Freedom Drive, Ste. 720 Reston, Virginia 20190 United States Order Form Order #:Q-03711-4 Customer #:CUST-0031964 Date:9/16/2025 Sales Person:Mitch Coughlin Sales Person Email:mitch.coughlin@cloudpermit.com Delivery Method:E-Mail Ship To Emily Block Town of Avon 1 Lake Street Avon, Colorado 81620 United States 970-748-4012 eblock@avon.org Bill To Town of Avon 1 Lake Street Avon, Colorado 81620 United States Subscription Product Year 1 Year 2 Year 3 Building Annual Total USD 5,000 USD 5,200 USD 5,408 Land Use Annual Total USD 5,000 USD 5,200 USD 5,404 Licensing and Registration Annual Total USD 3,000 USD 3,120 USD 3,250 Mobile App for Inspections Annual Total USD 800 USD 832 USD 865 Subscription Total:USD 13,800 USD 14,352 USD 14,927 Subscription start date will be the contract signature date unless otherwise stated in the Terms & Condition section. Professional Services Description Fee Implementation Fee - Building Software Solution USD 1,000 Implementation Fee - Land Use Software Solution USD 500 Implementation Fee - Licensing and Registration Software Solution USD 500 Data Import USD 3,000 Implementation Fee - Mobile App for Inspections USD 500 Professional Services Total:USD 5,500 Customer Total First Year:USD 19,300 Page 1 Appendix A ORDER FORM for Town of Avon/ Order#Q-03711-4 Terms and Conditions Term:3 Years, billable annually Invoicing:Subscription invoice to be sent after contract is signed and then annually. Implementation invoice to be sent after contract is signed. Payment Term:Net 30 days from Invoice Date Subscription Start Date:Date of contract signature All stated prices are exclusive of any taxes. Customer Name: Signature: Printed Name of Person Signing: Title: Date: Accounts Payable Email: By signing here, the Customer agrees to this Order Form, the Software Service Agreement and any other appendices and documentation expressly referenced in this Order Form, the Software Service Agreement and/or any amendments (together the “Agreement”). The individual signing this Agreement represents and warrants that he or she has the right and authority to bind the Customer. Cloudpermit Signature: Printed Name of Person Signing: Jeffrey Oathout Title: Chief Sales Officer Date: Page 2 Appendix A Town of Avon Matt Pielsticker Community Development Director AP@avon.org Jeff Oathout (Sep 16, 2025 17:57:57 EDT) Jeff Oathout 09/16/2025 09/16/2025 CONFIDENTIAL SA v9 – Mar 2025 Avon CO 1 Cloudpermit Software Service Agreement THIS AGREEMENT is made by and between the “Customer” as identified in the Order Form and Cloudpermit, Inc. a Delaware corporation with its office at 11911 Freedom Drive, Suite 720, Reston, VA, 20190, USA (“Cloudpermit”). 1. DEFINITIONS 1.1 Unless the context otherwise requires, the following words and expressions have the following meanings: “Affiliate” means any entity that directly or indirectly controls, is controlled by, or is under common control with the subject entity. Such control, for purposes of this definition, means direct or indirect ownership or control by agreement or otherwise of more than 50% of the voting interests of the subject entity. “Agreement” means the Order Form, this Software Service Agreement and all appendices and other documents expressly referenced in the Order Form , this Software Service Agreement and/or any amendments. “Business Day” means any day other than a Saturday, Sunday or federal holiday in the USA. “Cloudpermit Software” means the Cloudpermit platform, software applications and any third-party software applications that Cloudpermit will provide access to for the Customer and End Users. “Confidential Information” means any information made available by one Party to the other, in any form or medium, that is proprietary or confidential to a Party or its affiliates, or their respective customers, suppliers, or other business partners, including, without limitation, all documentation, products, tools, materials, inventions, discoveries, works of authorship, programs, derivative works, information, designs, know-how, trade secrets, configurations, technical information, data, ideas, methods, processes, schematics and business plans, whether or not specifically identified as confidential. “Customer Data” means information, data and other content that is provided by the Customer to Cloudpermit, but does not include any content that is publicly available, currently or in the future. "Customer Systems" means the Customer’s information technology infrastructure including computers, software, databases, database management systems, other electronic systems and networks, whether operated directly by the Customer or through the use of third-party services that enable the Customer and/or End Users to access the Cloudpermit Software. “End User” means any individual that Customer has designated or authorized to use the Cloudpermit Software. End Users may include, for example, residents, employees, CONFIDENTIAL SA v9 – Mar 2025 Avon CO 2 consultants, contractors of Customer, and representatives of any other third parties with which Customer transacts business. “End User Data” means the information, data and other content that is provided by an End User to Cloudpermit but does not include any content that is publicly available, currently or in the future. “Fees” means the annual subscription fees, implementation fees and any other fees stated in the Order Form, any Appendix or otherwise agreed to in writing by the Parties. “Force Majeure Event” means any event or occurrence which is outside the reasonable control of a Party and which is not attributable to any act or failure to take commercially reasonable preventative action by that Party, including war, act of foreign enemies, hostilities (regardless of whether war is declared), terrorist activities, strikes, lockouts, pandemics, interruption or failure of electricity, and Acts of God (including fire, flood, earthquake, hurricane, or other natural disaster), but not including insolvency or lack of funds. “General Communications Network” means communication networks owned, and/or leased, and operated by internet service providers which allow individuals to access the internet and access the Cloudpermit Software via the internet. “Identifier” means a user name and password that associates an End User with the End User’s account or user ID in the Cloudpermit Software. “Implementation” means the initial configuration and implementation of the Cloudpermit Software for the Customer. “Party” and “Parties” mean Cloudpermit and its affiliates and/or the Customer. 2. CLOUDPERMIT’S RESPONSIBILITIES 2.1 Cloudpermit will make the Cloudpermit Software available to the Customer pursuant to this Agreement and the additional terms and conditions for use of the Cloudpermit Software by End Users available at www.cloudpermit.com as may be amended from time to time. 2.2 Cloudpermit will use all commercially reasonable efforts to keep the Cloudpermit Software available for use except for downtime or degradation for maintenance, installation, change, data security risk, requirements of law, regulation by government authorities, a Force Majeure Event, or any other circumstances beyond Cloudpermit’s reasonable control. 3. CUSTOMER’S RESPONSIBILITES 3.1 The Customer and each End User is required to maintain an internet connection at its own cost to access the Cloudpermit Software. 3.2 The Cloudpermit Software may be used by the Customer and End Users only in accordance with this Agreement and the additional terms and conditions for use by End Users available at www.cloudpermit.com as may be amended from time to time. CONFIDENTIAL SA v9 – Mar 2025 Avon CO 3 3.3 The Customer will at all times maintain and operate in good repair the Customer Systems and take all actions necessary to secure Customer Data , End User Data and access credentials, including Identifiers. Cloudpermit is not liable or responsible for any delay or performance failure caused by the Customer or Customer Systems. 3.4 If the Customer becomes aware of any actual or threatened harmful activity with respect to Customer Data, End User Data, Identifiers, unauthorized access to the Cloudpermit Software, unauthorized access to or acquisition of Customer Data or End User Data, or any other breach related to the Cloudpermit Software in any way, the Customer will immediately notify Cloudpermit and the Parties will each mitigate any negative effects of such harmful activity or breach. 3.5 The Customer will promptly, upon request by Cloudpermit, provide all necessary information and guidelines to Cloudpermit for providing the Cloudpermit Software to the Customer and its End Users. The Customer ensures that the information and guidelines it provides are correct. 3.6 The Customer shall not, and shall not authorize any other person to, access or use the Cloudpermit Software except as expressly permitted by this Agreement and the Customer shall not: (a) copy, modify or create derivative works or improvements to the Cloudpermit Software; (b) rent, lease, lend, sell, sublicense, assign, distribute, publish, transfer or otherwise make available the Cloudpermit Software to any person, including on or in connection with any time-sharing, service bureau, software as a service, cloud or other technology or service; (c) reverse engineer, disassemble, decompile, decode, adapt or otherwise attempt to derive or gain access to the source code of the Cloudpermit Software; (d) access or use the Cloudpermit Software other than by an authorized End User through the use of his or her own then -valid access credentials; (e) input, upload, transmit or otherwise provide to or through the Cloudpermit Software any content, information or materials that are unlawful or injurious, or contain, transmit or activate any harmful code or content; or (f) access or use the Cloudpermit Software for purposes of competitive analysis of the Cloudpermit Software, or for the development, provision or use of a competing software service or product. 4. SERVICE FEES AND PAYMENT TERMS 4.1 In consideration of Cloudpermit’s performance of its obligations under this Agreement, the Customer will pay all Fees in the manner provided for in the Order Form. 4.2 All Fees and other amounts payable by Customer stated in the Order Form and in this Agreement are exclusive of applicable taxes. 4.3 All amounts payable to Cloudpermit will be paid by the Customer in full without any set-off, recoupment, counterclaim, deduction, debit or withholding for any reason . 4.4 Any sum not paid by the Customer when due will bear interest from the due date until paid at a rate of 1.5% per month, compounded monthly, or the maximum rate permitted by law. 4.5 Invoices will be sent to the Customer as provided in the Order Form. CONFIDENTIAL SA v9 – Mar 2025 Avon CO 4 5. CHANGES 5.1 Cloudpermit reserves the right to make any changes to the Cloudpermit Software that it deems necessary or useful to: (a) maintain or enhance the quality or delivery of the Cloudpermit Software to its customers, the competitive strength of or market for the Cloudpermit Software, or the cost efficiency or performance of the Cloudpermit Software; or (b) to comply with applicable law. 5.2 Cloudpermit will make reasonable efforts to notify the Customer of any changes in advance. If such advance notice is not reasonably possible, then Cloudpermit will notify Customer after the change without delay. 6. DATA, PRIVACY AND PROTECTION 6.1 The Parties will each comply with all applicable privacy and data protection laws in force during this Agreement. 6.2 Cloudpermit warrants that it will employ security measures in accordance with Cloudpermit’s privacy policy available at www.cloudpermit.com as may be amended from time to time. Neither Party is responsible for the data security of the General Communications Network or any disturbance in the General Communications Network. 6.3 Customer has and will retain sole responsibility for: (a) all Customer Data and End User Data, including its content and use; (b) all information, instruction and materials provided by or on behalf of the Customer or any End User in connection with the Cloudpermit Software; (c) the Customer Systems; (d) the security and use of Customer's and End Users' access credentials, including Identifiers; and (e) all access to and use of the Cloudpermit Software directly or indirectly by or through the Customer Systems or any End Users' systems. 6.4 Customer will employ all physical, administrative, and technical controls, screening, and security procedures and other safeguards necessary to: (a) securely administer the distribution and use of Identifiers or other credentials to access the Cloudpermit Software; and (b) control the content and use of Customer Data and End User Data, including uploading or other use or processing of Customer Data and End User Data, whether or not related to the Cloudpermit Software. 6.5 Cloudpermit warrants that it will not cause or permit any Customer Data to be collected, reproduced, stored or otherwise processed in any manner or for any purpose other than performance of Cloudpermit’s obligations stated in this Agreement. 6.6 As between Customer and Cloudpermit, Customer is and shall remain the sole and exclusive owner of all right, title, and interest in and to Customer Data. Customer hereby grants to Cloudpermit a license to use and process Customer Data as necessary for performance of the Cloudpermit’s obligations stated in this Agreement and the Customer’s and End User’s use of the Cloudpermit Software. 6.7 The Cloudpermit Software may provide external links to other sites on the internet, as a convenience for the Customer and End Users. Cloudpermit is not responsible for such linked destinations and such links do not imply Cloudpermit’s association, affiliation, sponsorship or endorsement of the content, operation or security of any such linked destination. CONFIDENTIAL SA v9 – Mar 2025 Avon CO 5 6.8 Cloudpermit will provide a mechanism for the Customer to download and export Customer Data and End User Data during the Term of the Agreement to the fullest extent commercially reasonable in light of the circumstances that required such data recovery and restoration. 6.9 Upon termination of the Order Form for any reason, whether or not Customer has retrieved Customer Data, Cloudpermit reserves the right to permanently and definitively delete the Customer Data held in the Services thirty (30) days following termination of the Order Form. 7. IDENTIFIERS AND THEIR USE 7.1 Cloudpermit will deliver to the Customer identifiers necessary for access to and use of the Cloudpermit Software in accordance with this Agreement and any additional terms and conditions for use by End Users. 7.2 The Customer will be responsible for the use of the Cloudpermit Software by its employees, agents and End Users, including use of Identifiers. The Customer will notify Cloudpermit without delay if an Identifier has been disclosed to a third party or if the Customer suspects that an Identifier has been disclosed or otherwise mi sused. 7.3 Upon request by Cloudpermit, the Customer will change any Identifier for access to the Cloudpermit Software. 7.4 Cloudpermit may change any Customer Identifier and will provide prompt notice to Customer of such change. 8. DATA LOCATION 8.1 The servers used by Cloudpermit to provide the Cloudpermit Software and all data regarding the Cloudpermit Software will be hosted in the USA. 9. WARRANTIES 9.1 Each Party represents and warrants to the other Party that it has all required power s and capacity to enter into this Agreement, to grant the rights and license granted under this Agreement, and to perform its obligations under this Agreement. 9.2 The Customer represents, warrants and covenants to Cloudpermit that the Customer owns or otherwise has, and will have, the necessary rights and consents in and relating to the Customer Data and End User Data so that, as received by Cloudpermit and processed in accordance with this Agreement, neither Party and will infringe, misappropriate or otherwise violate any intellectual property rights, or any privacy or other rights of any third party or violate any applicable law. 9.3 EXCEPT FOR THE EXPRESS WARRANTIES STATED IN THIS AGREEMENT, ALL SOFTWARE, SERVICES AND MATERIALS PROVIDED BY ONE PARTY TO THE OTHER HEREUNDER ARE PROVIDED “AS IS”. CLOUDPERMIT HEREBY DISCLAIMS ALL CONDITIONS AND WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE UNDER THIS AGREEMENT, AND CLOUDPERMIT SPECIFICALLY DISCLAIMS ALL IMPLIED CONDITIONS AND WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, AND ALL WARRANTIES ARISING FROM COURSE OF DEALING, USAGE OR TRADE PRACTICE. CONFIDENTIAL SA v9 – Mar 2025 Avon CO 6 10. OWNERSHIP AND INTELLECTUAL PROPERTY RIGHTS 10.1 The Customer acknowledges that, as between the Customer and Cloudpermit, Cloudpermit owns all right, title, and interest, including all intellectual property rights, in and to the Cloudpermit Software. The Customer and End Users are granted only a limited right to use the Cloudpermit Software during the term of this Agreement in accordance with this Agreement and the additional terms and conditions for use by End Users. 10.2 If the Customer or any of its employees or contractors sends or transmits any communications or materials to Cloudpermit by mail, email, telephone, or otherwise, suggesting or recommending changes to the Cloudpermit Software, including without limitation, new features or functionality relating thereto, or any comments, questions, suggestions, or the like, Cloudpermit is free to use and incorporate such feedback irrespective of any other obligation or limitation between the Parties governing such feedback for any purpose whatsoever and without any requirement to pay any compensation to the Customer or to any other person or entity. 10.3 If any part of the Cloudpermit Software is, or in Cloudpermit’s reasonable opinion is likely to be, claimed to infringe, misappropriate or otherwise violate any third party intellectual property right, or if the Customer’s or any End User’s use of the Serv ices is enjoined or threatened to be enjoined, Cloudpermit may, at its option and sole cost and expense: (a) obtain the right for the Customer to continue to use the Cloudpermit Software materially as contemplated by this Agreement; (b) modify or replace t he Cloudpermit Software, in whole or in part, to seek to make the Cloudpermit Software (as so modified or replaced) non-infringing, while providing materially equivalent features and functionality, in which case such modifications or replacements will constitute the Cloudpermit Software as provided under this Agreement; or (c) by written notice provided sixty (60) calendar days in advance to the Customer to terminate this Agreement with respect to all or part of the Cloudpermit Software (providing a pro-rated refund for any prepaid access to the Cloudpermit Software) and require the Customer to immediately cease any use of the Cloudpermit Software or any specified part or feature thereof. CONFIDENTIAL SA v9 – Mar 2025 Avon CO 7 11. INDEMNITY 11.1 To the fullest extent permitted by law, each party will indemnify, defend and hold harmless the other Party and its officers, directors, employees, agents, successors, subcontractors, attorneys, affiliates and assigns from and against any and all losses, damages, liabilities, claims, penalties, fines, costs or expenses of whatever kind, including legal fees, disbursements and charges, and the cost of enforcing any right to indemnification and the cost of pursuing any insurance providers incurred by a Party to the extent arising out of or relating to: (a) any claim by a third party that a Party’s acts or omissions with respect to the Cloudpermit Software infringes a third party’s intellectual property right, provided that the foregoing obligation does not apply to any claim arising out of or relating to any access to or use of the Cloudpermit Software in a manner contrary to this Agreement or the additional terms and conditions for use by End Users available at www.cloudpermit.com as may be amended from time to time, or contrary to any instructions provided by Cloudpermit regarding use of the Cloudpermit Software or use of the Cloudpermit Software in combination with any hardware, system, software, network or other materials or service not provided or authorized by Cloudpermit; (b) the indemnifying Party’s breach of this Agreement; or (c) the indemnifying Party’s negligence or willful misconduct in connection with this Agreement. 12. LIMITATION OF LIABILITY 12.1 IN NO EVENT WILL EITHER PARTY BE LIABLE TO THE OTHER PARTY IN CONTRACT, TORT OR OTHERWISE, WHATEVER THE CAUSE THEREOF, FOR ANY LOSS OF PROFIT, BUSINESS, REVENUE OR GOODWILL, DAMAGES CAUSED BY DELAYS, OR A FAILURE TO REALIZE EXPECTED SAVINGS, OR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, INCIDENTAL, EXEMPLARY, AGGRAVATED OR PUNITIVE COST, DAMAGES OR EXPENSE OF ANY KIND, HOWSOEVER ARISING UNDER OR IN CONNECTION WITH THIS AGREEMENT OR THE CLOUDPERMIT SOFTWARE, WHETHER OR NOT SUCH DAMAGES, COSTS, LOSSES OR EXPENSES COULD REASONABLY BE FORESEEN OR WHETHER OR NOT THEIR LIKELIHOOD HAS BEEN DISCLOSED. 12.2 NEITHER PARTY SHALL BE LIABLE FOR THE DESTRUCTION, LOSS OR ALTERATION OF THE OTHER PARTY’S DATA OR DATA FILES, NOR FOR ANY DAMAGES AND EXPENSES INCURRED AS A RESULT, INCLUDING EXPENSES INVOLVED IN THE RECON- STRUCTION OF DATA FILES. 12.3 IN NO EVENT SHALL EITHER PARTY’S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT, WHETHER ARISING OUT OF OR RELATED TO BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE) OR OTHERWISE, EXCEED THE AGGREGATE AMOUNT PAID OR PAYABLE TO CLOUDPERMIT PURSUANT TO THIS AGREEMENT DURING THE SIX (6) MONTH PERIOD IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM. MAXIMUM LIABILITY SHALL BE SIX (6) MONTHS OF THE ANNUAL SUBSCRIPTION FEE. 12.4 NOTWITHSTANDING THIS SECTION 12, NOTHING IN THIS AGREEMENT SHALL LIMIT EITHER PARTY’S LIABILITY FOR DELIBERATE BREACH, DELIBERATE DEFAULT, WILLFUL MISCONDUCT OR GROSS NEGLIGENCE. CONFIDENTIAL SA v9 – Mar 2025 Avon CO 8 13. CONFIDENTIALITY 13.1 In connection with this Agreement each Party (as the “Disclosing Party”) may disclose or make available Confidential Information to the other Party (as the “Receiving Party”). “Confidential Information” means information in any form or medium (whether oral, written, electronic or other) that the Disclosing Party considers confidential or proprietary, including, information consisting of, or relating to, the Disclosing Party’s technology, trade secrets, kn ow-how, business operations, plans, strategies, customers and pricing and information with respect to which the Disclosing Party has contractual or other confidentiality obligations, in each case whether or not marked, designated or otherwise identified as “confidential”. 13.2 Confidential Information shall not include any data or information: (i) that, at the time of disclosure, is in or, after disclosure, becomes part of the public domain, through no act or failure on the part of the Receiving Party; (ii) that, prior to disclosure by the Disclosing Party, was already in the possession of the Receiving Party, as evidenced by written records kept by the Receiving Party in the ordinary course of its business, or as evidenced by proof of actual prior use by the Receiving Party; (iii) that was independently developed by the Receiving Party, by persons having no direct or indirect access to the Disclosing Party’s Confidential Information provided that the Receiving Party provides clear and convincing evidence of such independent development; or (iv) which, subsequent to disclosure, is obtained from a third person: (A) who is lawfully in possession of the such information; (B) who is not in violation of any contractual, legal, or fiduciary obligation to either Party, as applicable, with respect to such information; and (C) who does not prohibit either Party from disclosing such information to others; (v) is further disclosed with the prior written consent of the Disclosing Party, but only to the extent of such consent; or (vi) is a disclosure required by state or federal open records laws or a disclosure ordered by a court or similar adjudicator or authority. 13.3 Each Party will, and will cause its employees, agents and contractors to hold Confidential Information of the other Party in confidence, and will use the same degree of care by instruction, agreement or otherwise, to maintain the confidentiality of the other Party’s Confidential Information that it uses to maintain the confidentiality of its own Confidential Information, and with at least a reasonable degree of care commensurate with the nature and importance of such Confidential Information. Each Party agrees not to make use of Confidential Information other than for the exercise of rights or the performance of obligations under this Agreement, and not to release, disclose, communicate or make it available to any third person other than employees, agents and contractors of any Party or third party who reasonably need to know it in connection with the exercise of rights or the performance of obligations under this Agreement. 13.4 In the event that a Party receives a request to disclose all or any part of the Confidential Information under the terms of a valid and effective subpoena or order issued by a court of competent jurisdiction or by a governmental authority, such Party will: (i) immediately notify the other Party of the existence, terms and circumstances surrounding such a request; (ii) consult with the other Party on the advisability of taking legally available steps to resist or narrow such request; and (iii) if disclosure of such Confidential Information is required, exercise reasonable efforts to obtain an order or other reliable assurance that confidential treatment will be accorded to such portion of the disclosed Confidential Information which the other Party so designa tes. CONFIDENTIAL SA v9 – Mar 2025 Avon CO 9 13.5 Each Party acknowledges and agrees that any unauthorized use or disclosure by it of any of the other Party’s Confidential Information, in whole or part, will cause irreparable damage to the Disclosing Party, that monetary damages would be an inadequate remedy and that the amount of such damages would be extremely difficult to measure. The Receiving Party agrees that the Disclosing Party shall be entitled to seek temporary and permanent injunctive relief to restrain the Receiving Party from any unauthorized disclosure or use. Nothing in this Agreement shall be construed as preventing the Disclosing Party from pursuing any and all remedies available to it for a breach or threatened breach of this Agreement, including the recovery of monetary damages from the Receiving Party. 13.6 Cloudpermit is entitled to identify the Customer as a user or former user of the Cloudpermit Software without violating any confidentiality obligation. 13.7 The parties understand and recognize the application of the Colorado Open Records Act (C.R.S. § 24-72-200 et seq.) ("CORA") to the Agreement. Any disclosure of Confidential Information pursuant to CORA shall not constitute a violation of the Agreement. 14. TERM AND TERMINATION 14.1 This Agreement commences on the date of its execution by the Customer and will continue in effect for the term stated in the Order Form unless terminated earlier under any of this Agreement’s express provisions. 14.2 Either Party may terminate this Agreement by giving written notice to the other Party upon the occurrence of any of the following: (a) the other Party defaults with respect to a material obligation under this Agreement and does not remedy that default within ten (10) Business Days after receiving written notice of the default; or (b) the other Party: (i) makes a general assignment for the benefit of its creditors; (ii) has issued against it a bankruptcy order or otherwise becomes subject to any involuntary proceeding under any domestic or foreign bankruptcy law; or (iii) commences or institutes any application, proceeding or other action under any law relating to bankruptcy, insolvency, winding-up, reorganization, administration, plan of arrangement, relief or protection of debtors, compromise of debts or similar laws. Termination related to such assignment or bankruptcy will not result in any penalties or liability to either Party. 14.3 Upon the expiration or termination of this Agreement, except as expressly otherwise provided in this Agreement: (a) all rights, grants of rights, licenses, consents and authorizations by either Party to the other will immediately terminate; (b) notwithstanding anything to the contrary in this Agreement, with respect to Confidential Information then in its possession or control: (i) the Receiving Party may retain the Disclosing Party’s Confidential Information in its then current state and solely to the extent and for so long as required by applicable law, (ii) Cloudpermit may retain Customer Data in its backups, archives and disaster recovery systems until such Customer Data is deleted in the ordinary course of its business, (iii) all information described in this Agreement will remain subject to all confidentiality, security and other applicable requirements of this Agreement; and (c) Cloudpermit may disable all Customer and End User access to the Cloudpermit Software. CONFIDENTIAL SA v9 – Mar 2025 Avon CO 10 14.4 Termination or expiration of this Agreement will be without prejudice to any rights, remedies or obligations of the Parties accrued under this Agreement prior to termination or expiration. 14.5 Agreement Subject to Appropriation. To the extent this Agreement constitutes a multiple fiscal year debt or financial obligation of the Town of Avon, it shall be subject to annual appropriation pursuant to the Colorado law and the Town of Avon’s Annual Budget Resolution and Article X, Section 20 of the Colorado Constitution. The Town of Avon shall have no obligation to continue this Agreement in any fiscal year in which no such appropriation is made. 15. FORCE MAJEURE 15.1 Neither Party will be liable for failure to fulfill, or for delay in fulfilling, its obligations required hereunder due to a Force Majeure Event. 15.2 The Party whose performance under this Agreement is prevented or delayed by a Force Majeure Event will advise the other Party by notice in writing of the occurrence of the Force Majeure Event as soon as possible and shall do all things reasonably possible to mitigate any loss being caused to the other Party by reason of the Force Majeure Event, and will notify the other Party of the termination of the Force Majeure Event. 16. NOTICES 16.1 Every notice or other communication between the Parties will be deemed to have been given and made if in writing and if served by personal delivery upon the Party for whom it is intended, when sent by registered or certified mail, return receipt requested, or by a national courier service, or if sent by email (receipt of which is confirmed) to the Customer’s and Cloudpermit’s contact persons as stated in the Order form. 16.2 Any such notification will be deemed to have been delivered: (a) upon receipt, if delivered personally; (b) on the next Business Day, if sent by national courier service for next business day delivery or if sent by email and (c) in five Business Days if se nt by mail when the actual time of receipt is not otherwise shown by the postal system. Any correctly addressed notice or last known address of the other Party that is reasonably relied upon that is refused, unclaimed, or undeliverable because of an act or omission of the Party to be notified shall be deemed effective as of the first date that said notice was refused, unclaimed, or deemed undeliverable by the postal authorities by mail, through messenger or commercial express delivery services. CONFIDENTIAL SA v9 – Mar 2025 Avon CO 11 17. ASSIGNMENT 17.1 Neither Party may assign or transfer this Agreement or any right under this Agreement without the prior written consent of the other Party, except to an Affiliate or successor in interest by merger, acquisition or reorganization. 18. AMENDMENTS AND WAIVERS 18.1 No amendment to this Agreement will be valid or binding unless it is made in writing and executed by all Parties. No waiver of any breach of any provision of this Agreement will be effective or binding unless made in writing and signed by the Party purporting to give any waiver and, unless otherwise provided, any waiver will be limited to the specific breach waived. 19. SEVERABILITY 19.1 If a provision of this Agreement is or becomes invalid, ineffective or unenforceable, the validity, effectiveness or enforceability of the remaining provisions will remain unaffected. The Parties will negotiate in good faith to replace the invalid, ineffective or unenforceable provision immediately with a valid, effective or enforceable provision which comes as close as possible to the spirit and purpose of the provision to be replaced. 20. APPLICABLE LAW AND DISPUTES 20.1 This Agreement is governed by the laws of the state in which the Customer is located excluding any conflict of law rule or principle of such laws that might refer such interpretation or enforcement to the laws of another jurisdiction. Each Party submits to the jurisdiction of the applicable court(s) in such location with respect to any matter arising under this Agreement. 20.2 Governmental Immunity Act. No term or condition of this Agreement shall be construed or interpreted as a waiver, express or implied, of any of the immunities, rights, benefits, protections, or other provisions of the Colorado Governmental Immunity Act, C.R.S. §§ 24-10-101 et seq. 21. CONTINUING TO PERFORM 21.1 Except in the event of termination of this Agreement pursuant to its terms, during a dispute or notice or cure period, Cloudpermit will continue to fulfill all its obligations under this Agreement, and Customer will continue to make all payments required by the Agreement. 22. ENTIRE AGREEMENT 22.1 This Agreement is the complete agreement between the Parties concerning the subject matter of this Agreement and replaces any prior oral or written communications between the Parties. There are no conditions, understandings, agreements, representations, or warranties expressed or implied, that are not specified in this Agreement including, without limitation, the Order Form. In the event and to the extent of an inconsistency or conflict between any of the terms of this Agreement, CONFIDENTIAL SA v9 – Mar 2025 Avon CO 12 including its appendices, and any other documents incorporated herein by reference, the conflict or inconsistency shall be resolved by giving those provisions and documents the following order of descending precedence: (1) the Order Form; (2) this Software Service Agreement; (3) any Appendices; (4) any other document referenced by this Agreement or agreed to by the Parties, unless it expressly and specifically replaces or modifies any of the prior documents, in whole or in part. 23. RELATIONSHIP 23.1 The Parties are independent contractors and no other relationship is intended. Nothing herein shall be deemed to constitute either Party as an agent, representative or employee of the other Party, or both Parties as joint venturers or partners for any purpose. Neither Party shall act in a manner that expresses or implies a relationship other than that of independent contractor. Each Party shall act solely as an independent contractor and shall not be responsible for the acts or omissions of the other Party. Neither Party will have the authority or right to represent nor obligate the other Party in any way except as expressly authorized by this Agreement. 24. NO THIRD PARTY BENEFICIARIES 24.1 This Agreement is for the sole benefit of the Parties and their successors and assigns and nothing herein, express or implied, is intended to or shall confer upon any other person any legal or equitable right, benefit or remedy. End Users may benefit from their use of the Cloudpermit Software, but End Users’ relationships to the Parties are not defined by this Agreement because they are defined solely: (a) to Cloudpermit by the terms and conditions for use by End Users available at www.cloudpermit.com as may be amended from time to time; and (b) to the Customer by separate agreement(s), if any, between the Customer and End Users. CONFIDENTIAL SA v9 – Mar 2025 Avon CO 13 25.EXECUTION 25.1 This Agreement must be executed simultaneously in two separate places: (1) on the Order Form; and (2) in the signature block below (both documents must be signed by the Customer before execution of this Agreement is complete). They may be executed in two or more identical counterparts, or by way of facsimile and electronic transmission without any further exchange of documents containing original signatures, each of which when executed by a Party will be deemed an original and such counterparts together will constitute one and the same Agreement. CUSTOMER NAME: ____________________________________________ Signature: ____________________________________________ Printed Name of Person Signing: ____________________________________________ Title: ____________________________________________ Date: ____________________________________________ I confirm that I have received and read all applicable product descriptions . By signing here, the Customer agrees to the Order Form, this Software Service Agreement and any other appendices and documentation expressly referenced in the Order Form, this Software Service Agreement and/or any amendments (together the “Agreement”). The individual signing this Agreement represents and warrants that he or she has the right and authority to bind the Customer. ____________________________________________ Signature: ____________________________________________ Printed Name of Person Signing: ____________________________________________ Title: ____________________________________________ Date: ____________________________________________ Jeffrey Oathout Chief Sales Officer Cloudpermit Town of Avon Matt Pielsticker Community Development Director X Jeff Oathout (Sep 16, 2025 17:57:57 EDT) Jeff Oathout 09/16/2025 09/16/2025 Permitting Soft ware Description Guide 2024 Contents The Cloudpermit Platform ............................................................................................................................................. 1 Building Permits ................................................................................................................................................................ 2 Applying for a Permit .................................................................................................................................................. 3 Navigating the Permitting Process ........................................................................................................................ 4 Functionality Overview ............................................................................................................................................... 4 Descriptions and Functionality ................................................................................................................................ 5 Application Submission Process ......................................................................................................................... 5 Archive/Inactive View ............................................................................................................................................. 6 Attachments .............................................................................................................................................................. 6 Case/Workspace Package ................................................................................................................................... 6 Configurable Application Numbering ............................................................................................................... 6 Configurable Standard Phrases ......................................................................................................................... 7 Data Import ................................................................................................................................................................ 7 Document/Templates ............................................................................................................................................. 7 Email Notifications ................................................................................................................................................... 7 Fees and Payments ................................................................................................................................................. 7 GIS Integration .......................................................................................................................................................... 8 Inspections .................................................................................................................................................................. 8 Issuance ....................................................................................................................................................................... 8 Messaging and Notifications ............................................................................................................................... 8 Multi-language Support ......................................................................................................................................... 8 Pre-consultation Meeting ...................................................................................................................................... 9 Processing Times ..................................................................................................................................................... 9 Project View ............................................................................................................................................................... 9 Property View ............................................................................................................................................................ 9 Report Management ............................................................................................................................................ 10 Review and Circulation ....................................................................................................................................... 10 Support Portal and Help Documentation ..................................................................................................... 10 User Management ................................................................................................................................................ 10 Violations/Deficiencies ........................................................................................................................................ 11 Appendix 1: Cloudpermit Third-Party Integrated Systems ............................................................................ 11 Standard Configurable Third-Party Integrations ........................................................................................... 11 Customized Integrations (Paid Engagements) ............................................................................................... 12 1 ©2024 Cloudpermit Confidential The Cloudpermit Platform The Cloudpermit platform offers a comprehensive suite of cloud-based products designed to optimize how local governments manage community development and regulatory compliance. Our platform encompasses various products, including Building, Enforcement, Licensing, Planning, Contractor Registration, and Land Use. These products, accessible 24/7 from any browser or operating system, facilitate more efficient and responsive municipal operations. Definitions: • Platform: Cloudpermit’s foundational infrastructure and services necessary for deploying and managing various products aimed at streamlining municipal operations. It ensures seamless integration, security, and scalability, supporting the diverse needs of local governments. • Product: Our products are specialized applications within the Cloudpermit platform, including Building, Enforcement, Licensing, Planning, Contractor Registration, and Land Use. Each product is designed to address specific municipal functions, enabling efficient management of processes such as permitting, inspections, and compliance. • Solution: Solutions refer to the combined offerings of our products and add-on features/functionalities, such as the Data Import tool and the Inspector App. These solutions enhance the functionality of the individual products, providing a comprehensive approach to managing municipal operations and regulatory compliance. Key Benefits: • Streamlined Processes: Automate and standardize workflows to efficiently manage permits, applications, and enforcement cases, improving turnaround times and reducing manual effort. • Enhanced Accessibility: Our cloud-based platform ensures that services are available around the clock, supporting remote and on-site work for greater operational flexibility. • Continuous Improvement: Benefit from automatic updates with the latest features and enhancements, keeping your system current without manual installations. • Rapid Deployment: Quick and easy setup with minimal impact on municipal resources. • Informed Decision Making: Integration with Geographic Information Systems (GIS) providing up-to-date information for better planning and analysis. • Collaborative Environment: Facilitate instant communication and collaboration within applications, enhancing efficiency and transparency for staff, citizens and/or contractors. • Effortless Updates & Comprehensive Features: Updated automatically, Cloudpermit ensures the latest features and enhancements are seamlessly integrated without any need for manual downloads or installations by users. Below highlights the functionalities across all Cloudpermit products, including Building Permits, Code Enforcement, Licensing, Planning, Contractor Registration, and Land Use. While this product description specifically focuses on the Building Permits product, it's important to note 2 ©2024 Cloudpermit Confidential the comprehensive capabilities of Cloudpermit's suite of products designed to meet a wide range of municipal and contractor needs. Building Permits Cloudpermit offers a transformative approach for building departments to manage and automate Permitting processes. Designed with flexibility and efficiency in mind, our software ensures a streamlined workflow from application to issuance and beyond. Our Permitting product provides a one-stop solution for managing building permits, offering features like application and issuance processes, fee management, compliance monitoring, and reporting tools. These capabilities ensure building departments can deliver superior service while maintaining control and insight over building data. Key Features: 3 ©2024 Cloudpermit Confidential • End-to-End Online Management: Automate your entire permitting process, from initial application to compliance monitoring. • Centralized Permit Management: Simplify the management of Building permits, reducing time and effort for both municipalities and applicants. • Automatic Updates: Benefit from a system that's always current, with regular updates and enhancements delivered seamlessly. • Insightful Reporting: Gain valuable insights into permitting data, making data analysis and forecasting more accessible and actionable. • Continuous Improvement and Support: Demonstrating a commitment to continuous product enhancement, Cloudpermit actively incorporates industry standards and user feedback, ensuring the Permitting product stays technologically advanced with regular feature updates and improvements. Designed with both flexibility and efficiency at its core, this product not only simplifies the workflow from application to issuance but also ensures a user-friendly experience for applicants and municipal administrators alike. Our aim is to eliminate the need for time-consuming manual processes and foster a more responsive municipal operation. Applying for a Permit Cloudpermit’s Application Wizard offers an intuitive and streamlined experience for permitting, ensuring that each step from initial application creation to final submission is clear and efficient. Seamless Application Creation: • Intuitive User Interface: From the dashboard, the wizard leads users through the entire process of creating and submitting permit applications, tailored to a variety of building needs. • State and Municipality Selection: Applicants start by selecting the state and municipality for their application, which automatically tailors the application process to comply with local regulations and available application types. • Permit Category and Application Selection: For Building, applicants specify their building category and application, allowing for a customized application process that meets the specific requirements and processes in Cloudpermit. Collaborative and Flexible Drafting: • Draft Workspace: A draft workspace with a "Required Tasks" progress bar visually guides applicants through the necessary steps to complete their application, related to the selected permit or registry category. • Adding Parties to Applications: The wizard facilitates the addition of individuals and contractors as parties within the application workspace. Invitations are sent via email, and upon acceptance, parties can take part in the application process within designated permissions. 4 ©2024 Cloudpermit Confidential • Automatic invitations: Invitations are sent to email addresses provided, ensuring streamlined collaboration. • Manual entry options: Parties can be activated at once if they lack an email account. • Existing contractor partners: Contractor partners in the user's account database are instantly active in the new application when added. • Inviting a new contractor: Creates a new contractor account, enabling access to application data for all contractor members. Efficient Submission Process: • Customized Application Data: The wizard dynamically adjusts the required application information based on the registry category and trade(s) selected, ensuring that applicants always have the correct form. • Digital Signing and Submission: Upon completing all required information, applicants complete their application with a digital signature before submitting it directly to the municipal department via Cloudpermit, marking a move towards a more transparent and efficient review process. Navigating the Permitting Process Cloudpermit’s Permitting product is designed to facilitate a smooth transition through various phases of the permitting process, ensuring that local governments can manage applications and issuances efficiently and transparently. • Review and Circulation: Upon submission, applications undergo a thorough review by municipal authorities. For specific permit types, applications may be circulated to third- party organizations for additional evaluations. • Inspections: Certain permits require inspections before issuance. Cloudpermit schedules and tracks these inspections, ensuring compliance with municipal standards. • Permit Issuance: After successful review and inspection, the municipal authority issues the permit. Cloudpermit automates the creation of the permit, including setting the issue date, validity period, and expiration date. • Archival Status: Completed permits and all associated data can be assigned an archival status in Cloudpermit. The permit remains available for future reference, ensuring a secure record of all permitting activities. Functionality Overview Cloudpermit's Permitting product elevates the management of municipal permitting through a robust suite of features, designed to optimize every aspect of the workflow. Here's how these features work together to provide a seamless, efficient experience: • Comprehensive Permit Oversight: The "Project View" and "Property View" functionalities offer a panoramic and detailed view of all permits, making management straightforward and transparent. 5 ©2024 Cloudpermit Confidential • Automated Alerts System: Notifications and alerts keep all stakeholders up to date on crucial permitting milestones and requirements, reducing the risk of oversight. • Streamlined Inspections: The integration of inspections into the permitting process ensures that compliance is maintained without complicating the workflow. • Simplified Document Handling: A centralized document management system allows for efficient storage, retrieval, and submission of necessary permitting documents. • Seamless Data Integration: The data import feature makes migrating existing permit data into Cloudpermit a hassle-free process, enhancing initial setup and ongoing operations. • Proactive Fee Management: Late fees management automates the calculation and enforcement of penalties, ensuring accuracy and fairness in fee assessment. • Insightful Reporting: Comprehensive report management tools enable the generation of detailed reports, offering valuable insights into the permitting landscape. These include: o Permit Reports: Generate reports on submitted applications and issued permits, offering a detailed view of permitting activities within selected times and categories. o Payment Reports: Track and analyze online payments and fees, offering insights into financial transactions associated with the permitting process. o Inspection Reports: Facilitate regulatory compliance and public safety through detailed reports on inspections, site visits, open inspections, and orders, ensuring all permitting requirements are met. o Review Reports: Compile data on review activities and events, helping municipalities assess the efficiency of the review process and identify areas for improvement. Together, these features form the backbone of Cloudpermit's Permitting product, ensuring that building department staff and contractors can navigate the permitting process with greater ease, accuracy, and efficiency. More detailed descriptions along with functionality and settings are provided in the following Descriptions and Functionality section. Descriptions and Functionality This section provides an in-depth look at the settings and configuration options available for each feature within the Cloudpermit Permitting product, allowing for tailored setup and optimal performance. Application Submission Process • Description: Enables the creation of applications tied to specific projects or properties through a user dashboard and application creation wizard. • Functionality: o User Dashboard: Central hub for initiating applications. 6 ©2024 Cloudpermit Confidential o Application Creation Wizard: Guides users through the setup process to create the appropriate workspace. Archive/Inactive View • Description: Allows completed permits and associated data to be set as Archived and stored for future reference, ensuring a secure record of all building activities. • Functionality: o Data Archiving: Disabling workspace features and setting Archive status. o Future Accessibility: Easy retrieval of archived data for reference. Attachments • Description: Supports the attachment of necessary documents during the application process, with visibility control features. • Functionality: o Configurable Requirements: Set necessary attachments based on application type. o Visibility Control: Manage who can see the attachments within the workspace. Case/Workspace Package • Description: Enables authority users to generate downloadable packages with information from specific workspaces, tailored for various purposes. • Functionality: o Configurable Packages: Tailor packages for record keeping or legal cases. o Authority-Only Access: Restricts package generation and download to authority users. Configurable Application Numbering • Description: Offers automated and flexible options for assigning application or case numbers. • Functionality: o Manual Assignment: Flexibility without automation. o Cloudpermit Application Number: Automated number generation by Cloudpermit. o Custom Application Number: Combines automation with custom formatting options. 7 ©2024 Cloudpermit Confidential Configurable Standard Phrases • Description: Allows commonly used phrases to be pre-configured for easy selection during application processing. • Functionality: o Phrase Library: Users can select from a list of standard phrases. o Category Organization: Phrases are organized by related categories. Data Import • Description: Supports the importation of necessary data for setting up the permitting system, enhancing initial setup and ongoing operations. • Functionality: o Workspace Creation: Facilitates setup of application workspaces from imported data (tombstone data, inspections, and attachments). o Historical Data Handling: Manages the integration of existing records. Document/Templates • Description: Provides customizable document and template options to fit the specific needs of permitting processes. • Functionality: o Editable Templates: Diverse user-data driven template options modified using HTML and CSS (various forms for application, sign-off, permit, inspections, fees, payment, and order templates). Email Notifications • Description: Enables configurable email notifications about various events in the permitting process. • Functionality: o Opt-in Settings: Users can choose which notifications to receive. o Event-Based Notifications: Automated alerts for key permitting events. Fees and Payments • Description: Manages fee schedules and facilitates payment processing within the permitting application. • Functionality: o Configurable Fee Schedules: Set fixed or calculated fees. o Payment Notifications: Informs applicants of due payments and confirmation. 8 ©2024 Cloudpermit Confidential GIS Integration • Description: Enhances property identification accuracy by integrating with municipal GIS systems. • Functionality: o Property Data Accuracy: Ensures precise location and property details. Inspections • Description: Manages the scheduling and documentation of required inspections for permit applications. The available add-on option through Cloudpermit’s Inspector App offers offline inspection capabilities. • Functionality: o Inspection Scheduling: Organize inspections according to permit requirements. o Compliance Tracking: Ensures inspections adhere to municipal standards (dispatch, time tracking/management, orders, quick pass, internal notes, deficiencies – phrases). o Offline Inspections: Handled through Cloudpermit Inspector App (add-on). Issuance • Description: Automates the process of issuance after successful application review and/or inspections. • Functionality: o Automated Application/Permit Creation: Streamlines the issuance process. o Validity Tracking: Manages issue dates, validity periods, and expiration dates. Messaging and Notifications • Description: Facilitates communication between all parties involved in the permitting process through an integrated messaging system. • Functionality: o Direct and Public Messaging: Supports both private and public communications. o Email Notifications for Unread Messages: Alerts users to new messages. Multi-language Support • Description: Provides support for multiple languages in citizen-facing functionalities, enhancing accessibility and user experience. 9 ©2024 Cloudpermit Confidential Pre-consultation Meeting • Description: Tracks preliminary meetings with municipal staff to receive detailed information on requirements and potential issues. • Functionality: o Comprehensive Discussion: Communicate and document zoning requirements, building codes, necessary permits, and other regulations. o Documentation Guidance: Outline the required documentation and steps for formal application submission. Processing Times • Description: Defines specific points to start and stop tracking processing time for each application. • Functionality: o Customizable Parameters: Set specific start and end points for various stages. o Automated Tracking: Automatically record timestamps at defined stages. o Dashboard Integration: Set alerts for applications nearing or exceeding time limits. o Customizable Reports: Tailor reports to specific needs and metrics. Project View • Description: Organizes similar workspaces into a single project container, offering a comprehensive view of all related activities. • Functionality: o Consolidated Project Information: Displays all relevant data in one view. o Status and Payment Tracking: Offers updates on project progress and financials. Property View • Description: Offers a detailed view of all workspaces related to a specific property, enhancing oversight and management. • Functionality: o Automated Data Aggregation: Collects and displays information specific to a property. o Condition and Application Tracking: Provides updates on conditions and ongoing applications. 10 ©2024 Cloudpermit Confidential Report Management • Description: Generates comprehensive reports (csv/pdf) on permitting activities, offering insights into application processes and outcomes. • Functionality: o Customizable Reports: Tailors reports to meet specific informational needs (operational reports, payments, inspections, reviews, etc.). o Data-Driven Insights: Supports strategic decision-making through detailed analyses. Review and Circulation • Description: Ensures thorough review of applications and facilitates the circulation of documents to necessary parties for additional evaluation. • Functionality: o Detailed Review Process: Incorporates both internal and external evaluations and task tracking. o Circulation Management: Manages the sharing of applications with relevant stakeholders. Support Portal and Help Documentation • Description: Provides a comprehensive resource hub with guides, videos, and release notes to aid users in navigating the platform. • Functionality: o Extensive Help Resources: Offers detailed articles and video tutorials. User Management • Description: Allows for the administration of user roles and permissions, ensuring that each user has proper access to the platform/product. • Functionality: o Add New Users: Offers the capability to add new users to the system, assigning roles and access levels based on their responsibilities. o Edit Existing Users: Allows administrators to modify user details, such as first and last names, and update roles and permissions as needed. o Roles/Permissions: Enables control over what each user can access and perform within the system, including granting inspection qualifications and managing inspection-related permissions. 11 ©2024 Cloudpermit Confidential Violations/Deficiencies Description: Manages records of any violations or deficiencies noted during the permitting process, ensuring compliance and accountability. Appendix 1: Cloudpermit Third-Party Integrated Systems Cloudpermit has standard configurable integrations categorized under six different integration types described below. Suppose the need for integration with a standard configurable integration cannot be fulfilled. In that case, Cloudpermit may integrate a new system, make a minor change to an existing one, or develop a custom one. These integrations are priced separately and, if applicable, addressed within your contract. Standard Configurable Third-Party Integrations Cloudpermit offers integration with a variety of third-party systems, enhancing the functionality and flexibility of its permitting platform. These integrations are designed to streamline processes, improve data accuracy, and enhance user experience for municipalities and their constituents. Integrations: •Geographic Information System (GIS): Cloudpermit integrates with leading GIS providers like ESRI ArcGIS and CartoVista, allowing municipalities to accurately search and retrieve property information, enhancing the precision of permitting processes. •Online Payment: Cloudpermit supports a wide array of online payment providers, ensuring flexibility and convenience for municipalities and their users. The platform integrates seamlessly with leading payment gateways and providers, including but not limited to: •Payment Gateways: Allpaid, ACI, Authorize.net, Bambora, CCP / NIC (PayPort), Clover, Elavon, E-xact, ePay, Government Window, InvoiceCloud, Merchante, Moneris, MSB, OpenEdge / Global, Payeezy, PayNowLink, Paymentus, Paypoint, Payport, PayPal, Point & Pay, PSN, Square, Stripe, Xpress Bill Pay. •Archival/Markup: •Markup: DigEplans •Archival: LaserFische •Authentication Services: Using Open ID Connect (OIDC), Cloudpermit integrates with authentication systems like Azure AD, ensuring secure and straightforward user access management. •Multi-Factor Authentication (MFA): For added security, Cloudpermit can support MFA integrations, such as Duo, to safeguard user accounts and sensitive data. 12 ©2024 Cloudpermit Confidential Customized Integrations (Paid Engagements) While Cloudpermit provides a comprehensive range of standard integrations, there may be instances where these offerings do not fully meet the specific requirements of a municipality. In such cases, Cloudpermit is equipped to develop custom solutions or adapt existing ones. These customized integrations are outside the standard offerings provided with the platform and are treated as separate, paid engagements. This ensures that each municipality's unique needs are addressed with precision and tailored functionality, enhancing the overall efficiency and effectiveness of the Cloudpermit platform. Land Use Permitting Software Description Guide 2024 1 ©2024 Cloudpermit Confidential Contents The Cloudpermit Platform ........................................................................................................................................ 2 Cloudpermit Land Use .............................................................................................................................................. 3 Functionality Overview ............................................................................................................................................. 4 Land Use Lifecycle................................................................................................................................................. 6 Functionality Overview ......................................................................................................................................... 6 Descriptions and Functionality ............................................................................................................................. 7 Application Submission Process ....................................................................................................................... 7 Archive/Inactive View ....................................................................................................................................... 7 Attachments ..................................................................................................................................................... 7 Conditions and Comments ............................................................................................................................... 8 Configurable Application Numbering ............................................................................................................... 8 Configurable Standard Phrases ........................................................................................................................ 8 Data Import ...................................................................................................................................................... 8 Document/Templates ....................................................................................................................................... 9 Email Notifications ............................................................................................................................................ 9 Fees and Payments ........................................................................................................................................... 9 GIS Integration .................................................................................................................................................. 9 Inspections ........................................................................................................................................................ 9 Issuance .......................................................................................................................................................... 10 Meeting Process ............................................................................................................................................. 10 Messaging and Notifications .......................................................................................................................... 10 Multi-language Support .................................................................................................................................. 10 Pre-consultation Meeting ............................................................................................................................... 10 Processing Times ............................................................................................................................................ 10 Project View .................................................................................................................................................... 11 Property View ................................................................................................................................................. 11 Report Management ...................................................................................................................................... 12 Review and Circulation ................................................................................................................................... 12 Support Portal and Help Documentation ....................................................................................................... 12 User Management .......................................................................................................................................... 12 Appendix 1: Cloudpermit Third-Party Integrated Systems .................................................................................... 12 Standard Configurable Third-Party Integrations ................................................................................................ 13 Customized Integrations (Paid Engagements) ................................................................................................... 13 2 ©2024 Cloudpermit Confidential The Cloudpermit Platform The Cloudpermit platform offers a comprehensive suite of cloud-based products designed to optimize how local governments manage community development and regulatory compliance. Our platform encompasses various products, including Building, Enforcement, Lic ensing, Planning, Contractor Registration, and Land Use. These products, accessible 24/7 from any browser or operating system, facilitate more efficient and responsive municipal operations. Definitions: • Platform: Cloudpermit’s foundational infrastructure and services necessary for deploying and managing various products aimed at streamlining municipal operations. It ensures seamless integration, security, and scalability, supporting the diverse needs of local governments. • Product: Our products are specialized applications within the Cloudpermit platform, including Building, Enforcement, Licensing, Planning, Contractor Registration, and Land Use. Each product is designed to address specific municipal functions, enabling efficient management of processes such as permitting, inspections, and compliance. • Solution: Solutions refer to the combined offerings of our products and add -on features/functionalities, such as the Data Import tool and the Inspector App. These solutions enhance the functionality of the individual products, providing a comprehensive approach to managing municipal operations and regulatory compliance. Key Benefits: • Streamlined Processes: Automate and standardize workflows to efficiently manage permits, applications, and enforcement cases, improving turnaround times and reducing manual effort. • Enhanced Accessibility: Our cloud-based platform ensures that services are available around the clock, supporting remote and on-site work for greater operational flexibility. • Continuous Improvement: Benefit from automatic updates with the latest features and enhancements, keeping your system current without manual installations. • Rapid Deployment: Quick and easy setup with minimal impact on municipal resources. • Informed Decision Making: Integration with Geographic Information Systems (GIS) providing up-to-date information for better planning and analysis. • Collaborative Environment: Facilitate instant communication and collaboration within applications, enhancing efficiency and transparency for staff, citizens and/or contractors. • Effortless Updates & Comprehensive Features: Updated automatically, Cloudpermit ensures the latest features and enhancements are seamlessly integrated without any need for manual downloads or installations by users. Below highlights the functionalities across all Cloudpermit products, including Building Permits, Code Enforcement, Licensing, Planning, Contractor Registration, and Land Use. While this product description specifically focuses on the Land Use product, it's important to note the 3 ©2024 Cloudpermit Confidential comprehensive capabilities of Cloudpermit's suite of products designed to meet a wide range of municipal and contractor needs. Cloudpermit Land Use Cloudpermit's comprehensive suite of cloud-based solutions, including the Land Use product, offers a transformative approach for local governments to manage and streamline urban and regional land use processes. With a focus on flexibility and efficiency, our software facilitates a seamless workflow from initial consultation to final decision -making. Cloudpermit Land Use integrates seamlessly into local government operations to enhance urban and regional land use processes. By offering a digital solution for managing land use applications and engaging public and internal stakeholders, Cloudpermit Land Use streamlines every step from pre-consultation to approval, facilitating a more efficient and transparent land use environment. 4 ©2024 Cloudpermit Confidential Key Features: • End-to-End Online Management: Manages the complete lifecycle of land use applications from initiation to decision, ensuring all processes are efficiently handled within a single platform. • Dynamic Public Engagement: Empowers public participation through sophisticated online tools for submitting and tracking land use applications, as well as providing feedback. • Automated Notifications and Public Notices: Streamlines communication by automating public notices and stakeholder notifications, enhancing community involvement and compliance. • Robust Circulation and Collaboration Tools: Facilitates the circulation of applications to relevant stakeholders for feedback and approvals, significantly speeding up the review process. • Comprehensive Conditions and Compliance Tracking: Allows municipal authorities to set and monitor compliance with land use conditions, ensuring developments proceed according to approved standards. • Advanced Reporting and Analytics: Generates insightful reports that aid in decision- making and strategic planning, enhancing the efficacy and accountability of land use processes. Functionality Overview Cloudpermit’s Application Wizard revolutionizes the registration process, offering an intuitive and streamlined experience for the application process. This wizard ensures that every step, from initial application creation to final submission, is clear and efficient. Seamless Application Creation: • Intuitive User Interface: From the dashboard, the wizard leads users through the entire process of creating and submitting permit applications, tailored to a variety of land use needs. • State and Municipality Selection: Applicants start by selecting the state and municipality for their application, which automatically tailors the application process to comply with local regulations and available application types. • Land Use Category and Application Selection: For Land Use, applicants specify their land use category and application, allowing for a customized application process that meets the specific requirements and processes in Cloudpermit. Collaborative and Flexible Drafting: • Draft Workspace: A draft workspace with a "Required Tasks" progress bar visually guides applicants through the necessary steps to complete their application, related to the selected application. 5 ©2024 Cloudpermit Confidential • Adding Parties to Applications: The wizard facilitates the addition of individuals and businesses as parties within the application workspace. Invitations are sent via email, and upon acceptance, parties can participate in the application process within designated permissions. • Automatic Invitations: Invitations are sent to email addresses provided, ensuring streamlined collaboration. • Manual entry options: Parties can be activated at once if they lack an email account. • Existing Business Partners: In the user's account database are instantly active in the new application when added. • Inviting a new business: Creates a new business account, enabling access to application data for all business members. • Guided Pre-Consultation Process: Assists applicants in initiating consultations with municipal staff and external agencies, ensuring all necessary preliminary discussions are held to refine development proposals. Efficient Submission Process: • Customized Application Data: The wizard dynamically adjusts the required application information based on the registry category and trade(s) selected, ensuring that applicants always have the correct form. • Digital Signing and Submission: Upon completing all required information, applicants finalize their application with a digital signature before submitting it directly to the municipal department via Cloudpermit, marking a move towards a more transparent and efficient review process. • Seamless Integration of Meetings and Public Consultations: Manages scheduling and documentation for committee and council meetings directly within the platform, enhancing coordination and documentation. • Streamlined Submission and Review Process: Simplifies application submissions and reviews by guiding applicants through each step, ensuring all required documents and information are accurately provided. The Application Wizard is an integral part of Cloudpermit Land Use, designed to guide users through the land use application process with ease and precision: • Guided Pre-Consultation Process: Assists applicants in initiating consultations with municipal staff and external agencies, ensuring all necessary preliminary discussions are held to refine development proposals. • Seamless Integration of Meetings and Public Consultations: Manages scheduling and documentation for committee and council meetings directly within the platform, enhancing coordination and documentation. • Streamlined Submission and Review Process: Simplifies application submissions and reviews by guiding applicants through each step, ensuring all required documents and information are accurately provided. 6 ©2024 Cloudpermit Confidential Land Use Lifecycle Cloudpermit Land Use supports a comprehensive lifecycle that covers all aspects of the land use process: • Initial Application and Pre-Consultation: Begins with applicants submitting a pre- consultation request, followed by detailed discussions to ensure all parties have a clear understanding of the proposal. • Public Engagement and Notice: Utilizes digital platforms to notify the public and gather feedback, integrating community insights directly into the land use process. • Detailed Review and Circulation: Facilitates a thorough review by internal and external stakeholders, ensuring all necessary approvals and comments are collected and considered. • Decision and Compliance Monitoring: Concludes with the final decision and ongoing monitoring of conditions compliance, ensuring developments adhere to approved plans and regulations. Functionality Overview Cloudpermit's Land Use product elevates the management of municipal applications through a robust suite of features, designed to optimize every aspect of the workflow. Here's how these features work together to provide a seamless, efficient experience: • Comprehensive Land Use Oversight: The "Project View" and "Property View" functionalities offer a panoramic and detailed view of all applications, making management straightforward and transparent. • Committee and Council Meetings Management: Organizes and documents essential meetings within the platform, ensuring transparency and accessible records. • Public Notice System: Automates the creation and distribution of public notices, enhancing the efficiency and reach of community notifications. • Circulation Feature: Streamlines the sharing of applications with necessary parties, enabling real-time feedback and faster processing times. • Conditions and Comments Oversight: Manages the stipulation and review of conditions applied to applications, ensuring all requirements are met before final approval. • Automated Alerts System: Notifications and alerts keep all stakeholders up-to-date on crucial application milestones and requirements, reducing the risk of oversight. • Simplified Document Handling: A centralized document management system allows for efficient storage, retrieval, and submission of necessary application documents. • Seamless Data Integration: The data import feature makes migrating existing application data into Cloudpermit a hassle-free process, enhancing initial setup and ongoing operations. • Proactive Fee Management: Late fees management automates the calculation and enforcement of penalties, ensuring accuracy and fairness in fee assessment. • Insightful Reporting: Comprehensive report management tools enable the generation of detailed reports, providing valuable insights into the land use landscape. These include: 7 ©2024 Cloudpermit Confidential • Application Reports: Generate reports on submitted applications and issued permits, providing a detailed view of application activities within selected time frames and categories. • Payment Reports: Track and analyze online payments and fees, offering insights into financial transactions associated with the application process. • Review Reports: Compile data on review activities and events, helping municipalities assess the efficiency of the review process and identify areas for improvement. • Processing Time Calculator: Provides a clear timeline for each stage of the application process, helping to manage expectations and improve workflow efficiency. By integrating these features into a cohesive solution, Cloudpermit Land Use not only simplifies the management of land use applications but also ensures that local governments can provide superior service while maintaining control and insight over land use data. This approach enhances the overall land use process, promoting a more engaged, compliant, and efficient land use environment. Descriptions and Functionality This section provides an in-depth look at the settings and configuration options available for each feature within the Cloudpermit Land Use product, allowing for tailored setup and optimal performance. Application Submission Process • Description: Enables the creation of land use applications tied to specific projects and properties through a user dashboard and application creation wizard. • Functionality: • User Dashboard: Central hub for initiating applications. • Application Creation Wizard: Guides users through the setup process to create the appropriate workspace. Archive/Inactive View • Description: Allows completed land use applications and associated data to be inactivated, stored for future reference, and ensures a secure record. • Functionality: • Data Archiving: Secure storage of information. • Future Accessibility: Easy retrieval of archived data for reference. Attachments • Description: Supports the attachment of necessary documents during the application process, with visibility control features. 8 ©2024 Cloudpermit Confidential • Functionality: o Configurable Requirements: Set necessary attachments based on application type. o Visibility Control: Manage who can see the attachments within the workspace. Conditions and Comments • Description: Offers users the ability to configure, manage and digitally track conditions and comments for applications and workspaces • Functionality: o Configuration: Configure conditions to assign to applications based on their type o Tracking: Share conditions via circulation requests, sign-off on conditions to verify completeness o Management: Create lists of comments, assign to specific people, manage the status and organize threads so comments and responses are never lost Configurable Application Numbering • Description: Offers automated and flexible options for assigning application or case numbers. • Functionality: o Manual Assignment: Flexibility without automation. o Cloudpermit Application Number: Automated number generation by Cloudpermit. o Custom Application Number: Combines automation with custom formatting options. Configurable Standard Phrases • Description: Allows commonly used phrases to be pre -configured for easy selection during application processing. • Functionality: • Phrase Library: Users can select from a list of standard phrases. • Category Organization: Phrases are organized by related categories. Data Import • Description: Supports the importation of necessary data for setting up the land use system, enhancing initial setup and ongoing operations. • Functionality: • Workspace Creation: Facilitates setup of application workspaces from imported data. • Historical Data Handling: Manages the integration of existing records. 9 ©2024 Cloudpermit Confidential Document/Templates • Description: Provides customizable document and template options to fit the specific needs of land use processes. • Functionality: • Editable Templates: Templates can be modified using HTML and CSS. • Diverse Template Options: Suitable for various Cloudpermit products. Email Notifications • Description: Enables customizable email notifications about various events in the land use process. • Functionality: • Opt-in Settings: Users can choose which notifications to receive. • Event-Based Notifications: Automated alerts for key events within the lifecycle of land use applications. Fees and Payments • Description: Manages fee schedules and facilitates payment processing within the land use application. • Functionality: • Configurable Fee Schedules: Set fixed or calculated fees. • Payment Notifications: Informs applicants of due payments and confirmation. GIS Integration • Description: Enhances property identification accuracy by integrating with municipal GIS systems. • Functionality: o Property Data Accuracy: Ensures precise location and property details. Inspections • Description: Manages the scheduling and documentation of required inspections for land use applications. The available add-on option through Cloudpermit’s Inspector App offers offline inspection capabilities. • Functionality: o Inspection Scheduling: Organize inspections according to permit requirements. o Compliance Tracking: Ensures inspections adhere to municipal standards (dispatch, time tracking/management, orders, quick pass, internal notes, deficiencies – phrases). o Offline Inspections: Handled through Cloudpermit Inspector App (add-on). 10 ©2024 Cloudpermit Confidential Issuance • Description: Automates the process of issuance after successful application review and/or inspections. • Functionality: o Automated Application/Permit Creation: Streamlines the issuance process. o Validity Tracking: Manages issue dates, validity periods, and expiration dates. Meeting Process • Description: Supports the management of upcoming public meetings for land use applications. • Functionality: Allows land use departments to assign applications to upcoming meetings and track the outcomes of the meetings. In addition, pre -configured agenda and meeting package templates can be generated and downloaded. Messaging and Notifications • Description: Facilitates communication between all parties involved in the land use process through an integrated messaging system. • Functionality: o Direct and Public Messaging: Supports both private and public communications. o Email Notifications for Unread Messages: Alerts users to new messages. Multi-language Support • Description: Provides support for multiple languages in citizen-facing functionalities, enhancing accessibility and user experience. Pre-consultation Meeting • Description: Tracks preliminary meetings with municipal staff to receive detailed information on requirements and potential issues. • Functionality: o Comprehensive Discussion: Communicate and document zoning requirements, building codes, necessary permits, and other regulations. o Documentation Guidance: Outline the required documentation and steps for formal application submission. Processing Times • Description: Defines specific points to start and stop tracking processing time for each application. 11 ©2024 Cloudpermit Confidential • Functionality: o Customizable Parameters: Set specific start and end points for various stages. o Automated Tracking: Automatically record timestamps at defined stages. o Dashboard Integration: Set alerts for applications nearing or exceeding time limits. o Customizable Reports: Tailor reports to specific needs and metrics. Project View • Description: Organizes similar workspaces into a single project container, offering a comprehensive view of all related activities. • Functionality: o Consolidated Project Information: Displays all relevant data in one view. o Status and Payment Tracking: Offers updates on project progress and financials. Property View • Description: Offers a detailed view of all workspaces related to a specific property, enhancing oversight and management. • Functionality: • Automated Data Aggregation: Collects and displays information specific to a property. • Condition and Application Tracking: Provides updates on conditions and ongoing applications. Public notice • Description: Empowers building departments to digitalize and streamline several public notice requirements and responsibilities. • Functionality: o Property List Generation: Generate and download a list of property owners within a defined radius of the subject lands. o Public Notice Letter: Generate a templated public notice letter that can be sent to nearby property owners. o Decision Notifications: Publish a subscribe-able link that allows interested stakeholders to opt-in to automatically receive the decision of the application when it becomes available. The list of subscribers is automatically recorded and can be downloaded. o Attachment Management: Manage attachments related to the public notice such as opinion letters, remarks, etc. and control their visibility. 12 ©2024 Cloudpermit Confidential Report Management • Description: Generates comprehensive reports (csv/pdf) on land use activities, offering insights into application processes and outcomes. • Functionality: o Customizable Reports: Tailors reports to meet specific informational needs (operational reports, payments, inspections, reviews, etc.). Review and Circulation • Description: Ensures thorough review of applications and facilitates the circulation of documents to necessary parties for additional evaluation. • Functionality: o Detailed Review Process: Incorporates both internal and external evaluations and task tracking. o Circulation Management: Manages the sharing of applications with relevant stakeholders. Support Portal and Help Documentation • Description: Provides a comprehensive resource hub with guides, videos, and release notes to aid users in navigating the platform. • Functionality: o Extensive Help Resources: Offers detailed articles and video tutorials. User Management • Description: Allows for the administration of user roles and permissions, ensuring that each user has proper access to the platform/product. • Functionality: • Add New Users: Offers the capability to add new users to the system, assigning roles and access levels based on their responsibilities. • Edit Existing Users: Allows administrators to modify user details, such as first and last names, and update roles and permissions as needed. • Roles/Permissions: Enables control over what each user can access and perform within the system, including granting inspection qualifications and managing inspection-related permissions. Appendix 1: Cloudpermit Third-Party Integrated Systems Cloudpermit has standard configurable integrations categorized under six different integration types described below. 13 ©2024 Cloudpermit Confidential Suppose the need for integration with a standard configurable integration cannot be fulfilled. In that case, Cloudpermit may integrate a new system, make a minor change to an existing one, or develop a custom one. These integrations are priced separately a nd, if applicable, addressed within your contract. Standard Configurable Third-Party Integrations Cloudpermit offers integration with a variety of third -party systems, enhancing the functionality and flexibility of its land use product. These integrations are designed to streamline processes, improve data accuracy, and enhance user experience for municipalities and their constituents. Integrations: • Geographic Information System (GIS): Cloudpermit integrates with leading GIS providers like ESRI ArcGIS and CartoVista, allowing municipalities to accurately search and retrieve property information, enhancing the precision of permitting processes. • Online Payment: Cloudpermit supports a wide array of online payment providers, ensuring flexibility and convenience for municipalities and their users. The platform integrates seamlessly with leading payment gateways and providers, including but not limited to: • Payment Gateways: Allpaid, ACI, Authorize.net, Bambora, CCP / NIC (PayPort), Clover, Elavon, E-xact, ePay, Government Window, InvoiceCloud, Merchante, Moneris, MSB, OpenEdge / Global, Payeezy, PayNowLink, Paymentus, Paypoint, Payport, PayPal, Point & Pay, PSN, Square, Stri pe, Xpress Bill Pay. • Archival/Markup: • Markup: DigEplans • Archival: LaserFische • Authentication Services: Using Open ID Connect (OIDC), Cloudpermit integrates with authentication systems like Azure AD, ensuring secure and straightforward user access management. • Multi-Factor Authentication (MFA): For added security, Cloudpermit can support MFA integrations, such as Duo, to safeguard user accounts and sensitive data. Customized Integrations (Paid Engagements) While Cloudpermit provides a comprehensive range of standard integrations, there may be instances where these offerings do not fully meet the specific requirements of a municipality. In such cases, Cloudpermit is equipped to develop custom solutions or adapt existing ones. These customized integrations are outside the standard offerings provided with the platform and are treated as separate, paid engagements. This ensures that each municipality's unique needs are addressed with precision and tailored functi onality, enhancing the overall efficiency and effectiveness of the Cloudpermit platform. Licensing Soft ware Description Guide 2024 1 @2024 Cloudpermit Confidential Contents The Cloudpermit Platform ............................................................................................................................................................ 2 Cloudpermit Licensing .................................................................................................................................................................. 3 Applying for a License .............................................................................................................................................................. 4 Navigating the Licensing Process ............................................................................................................................................. 5 Functionality Overview ............................................................................................................................................................ 6 Key Personas Explained ........................................................................................................................................................... 7 Operational Dynamics .............................................................................................................................................................. 7 Descriptions and Functionality ................................................................................................................................................ 7 Application Submission Process: .......................................................................................................................................... 7 Archive/Inactive View: ......................................................................................................................................................... 8 Attachments: ........................................................................................................................................................................ 8 Configurable Application Numbering ................................................................................................................................... 8 Configurable Standard Phrases ............................................................................................................................................ 8 Data Import .......................................................................................................................................................................... 8 Document/Templates .......................................................................................................................................................... 9 Email Notifications: .............................................................................................................................................................. 9 Fees and Payments ............................................................................................................................................................... 9 Inspections............................................................................................................................................................................ 9 Issuance .............................................................................................................................................................................. 10 Messaging and Notifications .............................................................................................................................................. 10 Multi-language Support ..................................................................................................................................................... 10 Property View ..................................................................................................................................................................... 10 Renewal Process ................................................................................................................................................................. 10 Report Management .......................................................................................................................................................... 10 Review and Circulation ....................................................................................................................................................... 11 Support Portal and Help Documentation ........................................................................................................................... 11 User Management .............................................................................................................................................................. 11 Violations/Deficiencies ....................................................................................................................................................... 11 Appendix 1: Cloudpermit Third-Party Integrated Systems ........................................................................................................ 11 Standard Configurable Third-Party Integrations ................................................................................................................... 12 Customized Integrations (Paid Engagements) ....................................................................................................................... 12 2 @2024 Cloudpermit Confidential The Cloudpermit Platform The Cloudpermit platform offers a comprehensive suite of cloud-based products designed to optimize how local governments manage community development and regulatory compliance. Our platform encompasses various products, including Building, Enforcement, Licensing, Planning, Contractor Registration, and Land Use. These products, accessible 24/7 from any browser or operating system, facilitate more efficient and responsive municipal operations. Definitions: • Platform: Cloudpermit’s foundational infrastructure and services necessary for deploying and managing various products aimed at streamlining municipal operations. It ensures seamless integration, security, and scalability, supporting the diverse needs of local governments. • Product: Our products are specialized applications within the Cloudpermit platform, including Building, Enforcement, Licensing, Planning, Contractor Registration, and Land Use. Each product is designed to address specific municipal functions, enabling efficient management of processes such as permitting, inspections, and compliance. • Solution: Solutions refer to the combined offerings of our products and add -on features/functionalities, such as the Data Import tool and the Inspector App. These solutions enhance the functionality of the individual products, providing a comprehensive approach to managing municipal operations and regulatory compliance. Key Benefits: • Streamlined Processes: Automate and standardize workflows to efficiently manage permits, applications, and enforcement cases, improving turnaround times and reducing manual effort. • Enhanced Accessibility: Our cloud-based platform ensures that services are available around the clock, supporting remote and on-site work for greater operational flexibility. • Continuous Improvement: Benefit from automatic updates with the latest features and enhancements, keeping your system current without manual installations. • Rapid Deployment: Quick and easy setup with minimal impact on municipal resources. • Informed Decision Making: Integration with Geographic Information Systems (GIS) providing up-to-date information for better planning and analysis. • Collaborative Environment: Facilitate instant communication and collaboration within applications, enhancing efficiency and transparency for staff, citizens and/or contractors. • Effortless Updates & Comprehensive Features: Updated automatically, Cloudpermit ensures the latest features and enhancements are seamlessly integrated without any need for manual downloads or installations by users. Below highlights the functionalities across all Cloudpermit products, including Building Permits, Code Enforcement, Licensing, Planning, Contractor Registration, and Land Use. While this product description specifically focuses on the Licensing product, it's important to note the 3 @2024 Cloudpermit Confidential comprehensive capabilities of Cloudpermit's suite of products designed to meet a wide range of municipal and contractor needs. Cloudpermit Licensing Cloudpermit's suite of cloud-based solutions, including the Licensing solution, offers a transformative approach for local governments to manage and automate business licensing processes. Designed with flexibility and efficiency in mind, our software ensures a streamlined workflow, from application to issuance and beyond. Our Licensing product provides a one-stop solution for managing business licenses, offering features like application and issuance processes, fee management, compliance monitoring, and reporting tools. These capabilities ensure local governments can delive r superior service while maintaining control and insight over licensing data. Key Features: 4 @2024 Cloudpermit Confidential • End-to-End Online Management: Automate your entire licensing process, from initial application to renewal and compliance monitoring. • Centralized License Management: Simplify the management of business licenses, reducing time and effort for both municipalities and applicants. • Automatic Updates: Benefit from a system that's always current, with regular updates and enhancements delivered seamlessly. • Insightful Reporting: Gain valuable insights into licensing data, making data analysis and forecasting more accessible and actionable. • Continuous Improvement and Support: Demonstrating a commitment to continuous product enhancement, Cloudpermit actively incorporates industry standards and user feedback, ensuring the Licensing module stays technologically advanced with regular feature updates and improvements. Designed with both flexibility and efficiency at its core, this product not only simplifies the workflow from application to issuance but also ensures a user-friendly experience for applicants and municipal administrators alike. Our aim is to eliminate the need for time-consuming manual processes and foster a more responsive municipal operation. Applying for a License Cloudpermit’s Application Wizard revolutionizes the registration process, offering an intuitive and streamlined experience for licensing. This wizard ensures that every step, from initial application creation to final submission, is clear and efficient. Seamless Application Creation: • Intuitive User Interface: From the dashboard, the wizard leads users through the entire process of creating and submitting both license and contractor registration applications, tailored to a variety of business and contractor needs. • State and Municipality Selection: Applicants start by selecting the state and municipality for their application, which automatically tailors the application process to comply with local regulations and available application types. • License Category and Application Selection: For Licensing, applicants specify their license category and application, allowing for a customized application process that meets the specific requirements and processes in Cloudpermit. Multiple trades can be selected in one application, enhancing flexibility. • For Individuals and Businesses: The wizard accommodates both private individuals and businesses, with the ability to apply for registrations directly or on behalf of clients, including the option for municipalities to digitize paper or email applications. Collaborative and Flexible Drafting: 5 @2024 Cloudpermit Confidential • Draft Workspace: A draft workspace with a "Required Tasks" progress bar visually guides applicants through the necessary steps to complete their application, related to the selected license or registry category. • Adding Parties to Applications: The wizard facilitates the addition of individuals and businesses as parties within the application workspace. Invitations are sent via email, and upon acceptance, parties can participate in the application process within designated permissions. • Automatic Invitations: Invitations are sent to email addresses provided, ensuring streamlined collaboration. • Manual entry options: activate parties immediately if they lack an email account. • Existing business partners: Business partners in the user's account database are instantly active in the new application when added. • Inviting a new business: Creates a new business account, enabling access to application data for all business members. Efficient Submission Process: • Customized Application Data: The wizard dynamically adjusts the required application information based on the registry category and trade(s) selected, ensuring that applicants always have the correct form. • Digital Signing and Submission: Upon completing all required information, applicants finalize their application with a digital signature before submitting it directly to the municipal department via Cloudpermit, marking a move towards a more transparent and efficient review process. Navigating the Licensing Process Cloudpermit’s licensing product is designed to facilitate a smooth transition through various phases of the licensing process, ensuring that local governments can manage applications and issuances efficiently and transparently. • Application Submission: Applicants initiate the process through an intuitive application creation wizard, guiding them to submit all necessary information and documents. • Review and Circulation: Upon submission, applications undergo a thorough review by municipal authorities. For specific license types, applications may be circulated to third - party organizations for additional evaluations. • Inspections: Certain licenses require inspections before issuance. Cloudpermit schedules and tracks these inspections, ensuring compliance with municipal standards. • License Issuance: After successful review and inspection, the municipal authority issues the license. Cloudpermit automates the creation of the license permit, including setting the issue date, validity period, and expiration date. • Renewal: Streamlined license updates through automated notifications and direct links, ensuring timely compliance and a hassle-free renewal experience. 6 @2024 Cloudpermit Confidential • Archival Status: Completed licenses and all associated data can be assigned an archival status in Cloudpermit. The license remains available for future reference, ensuring a secure record of all licensing activities. Functionality Overview Cloudpermit's Licensing solution elevates the management of municipal licenses through a robust suite of features, designed to optimize every aspect of the licensing workflow. Here's how these features work together to provide a seamless, efficient experie nce: • Comprehensive License Oversight: The "License Register" and "License View" functionalities offer a panoramic and detailed view of all licenses, making management straightforward and transparent. • Business-Centric Dashboard: The "My Businesses" View allows business owners to easily track and manage their licenses, ensuring they stay compliant and informed. • Efficient Renewal Processes: With dedicated support for renewal and revoke management, maintaining current licensing statuses is both simple and reliable. • Automated Alerts System: Notifications and alerts keep all stakeholders up to date on crucial licensing milestones and requirements, reducing the risk of oversight. • Streamlined Inspections: The integration of inspections into the licensing process ensures that compliance is maintained without complicating the workflow. • Simplified Document Handling: A centralized document management system allows for efficient storage, retrieval, and submission of necessary licensing documents. • Seamless Data Integration: The data import feature makes migrating existing license data into Cloudpermit a hassle-free process, enhancing initial setup and ongoing operations. • Proactive Fee Management: Late fees management automates the calculation and enforcement of penalties, ensuring accuracy and fairness in fee assessment • Insightful Reporting: Comprehensive report management tools enable the generation of detailed reports, providing valuable insights into the licensing landscape. These include: o License Reports: Generate reports on submitted applications and issued licenses, providing a detailed view of licensing activities within selected time frames and categories. o Payment Reports: Track and analyze online payments and fees, offering insights into financial transactions associated with the licensing process. o Inspection Reports: Facilitate regulatory compliance and public safety through detailed reports on inspections, site visits, open inspections, and orders, ensuring all licensing requirements are met. o Review Reports: Compile data on review activities and events, helping municipalities assess the efficiency of the review process and identify areas for improvement. 7 @2024 Cloudpermit Confidential Together, these features form the backbone of Cloudpermit's Licensing solution, ensuring that municipal staff and businesses can navigate the licensing process with greater ease, accuracy, and efficiency. More detailed descriptions along with functionality and settings are provided in the following Descriptions and Functionality section. Key Personas Explained • Administrator: The cornerstone of a business account, an administrator is created when a user adds a business to an application. This role has full editing capabilities within the business account, allowing them to manage other administrators and members, including inviting new ones or removing existing ones. Administrators play a critical role in maintaining the business's information and ensuring compliance throughout the licensing process. • Member: Members have read-only access within the business account. They can view application workspaces and contribute to the licensing process within their access limitations, making them essential for collaborative efforts without altering critical data. Operational Dynamics • A business account must always have at least one administrator to maintain operational integrity. • Administrators have the flexibility to adjust the business account structure, adapting to changing needs or roles within the organization. • Cloudpermit ensures a secure and hierarchical management system, where the municipality’s initial control over the business information persists until the first administrator is invited and accepts the role. This ensures continuity and security in the management of business licenses. By distinguishing between administrators and members, Cloudpermit Licensing enables efficient and organized management of business accounts, catering to the diverse needs of local governments and businesses in the licensing ecosystem. Descriptions and Functionality This section provides an in-depth look at the settings and configuration options available for each feature within the Cloudpermit Licensing product, allowing for tailored setup and optimal performance. Application Submission Process: • Description: Enables the creation of applications tied to specific projects or properties through a user dashboard and application creation wizard. • Functionality: o User Dashboard: Central hub for initiating applications. 8 @2024 Cloudpermit Confidential o Application Creation Wizard: Guides users through the setup process to create the appropriate workspace. Archive/Inactive View: • Description: Allows completed licenses and associated data to be set as Archived and stored for future reference, ensuring a secure record of all licensing activities. • Functionality: o Data Archiving: Disabling workspace features and setting Archive status. o Future Accessibility: Easy retrieval of archived data for reference. Attachments: • Description: Supports the attachment of necessary documents during the application process, with visibility control features. • Functionality: o Configurable Requirements: Set necessary attachments based on application type. o Visibility Control: Manage who can see the attachments within the workspace. Configurable Application Numbering • Description: Offers automated and flexible options for assigning application or case numbers. • Functionality: o Manual Assignment: Flexibility without automation. o Cloudpermit Application Number: Automated number generation by Cloudpermit. o Custom Application Number: Combines automation with custom formatting options. Configurable Standard Phrases • Description: Allows commonly used phrases to be pre-configured for easy selection during application processing. • Functionality: o Phrase Library: Users can select from a list of standard phrases. o Category Organization: Phrases are organized by related categories. Data Import • Description: Supports the importation of necessary data for setting up the permitting system, enhancing initial setup and ongoing operations. • Functionality: 9 @2024 Cloudpermit Confidential o Workspace Creation: Facilitates setup of application workspaces from imported data (tombstone data, inspections, and attachments). o Historical Data Handling: Manages the integration of existing records. Document/Templates • Description: Provides customizable document and template options to fit the specific needs of licensing processes. • Functionality: o Editable Templates: Diverse user-data driven template options modified using HTML and CSS (various forms for application, sign-off, licenses, reviews, fees, payment, and order templates). Email Notifications: • Description: Cloudpermit's automates updates via our email notification system to keep stakeholders informed throughout the application process. • Functionality: o Opt-in Settings: Users can choose which notifications to receive. o Event-Based Notifications: Automated alerts for key licensing events. Fees and Payments • Description: Manages fee schedules and facilitates payment processing within the permitting application. • Functionality: o Configurable Fee Schedules: Set fixed or calculated fees. o Payment Notifications: Informs applicants of due payments and confirmation. Inspections • Description: Manages the scheduling and documentation of required inspections for licensing applications. The available add-on option through Cloudpermit’s Inspector App offers offline inspection capabilities. • Functionality: o Inspection Scheduling: Organize inspections according to permit requirements. o Compliance Tracking: Ensures inspections adhere to municipal standards (dispatch, time tracking/management, orders, quick pass, internal notes, deficiencies – phrases). o Offline Inspections: Handled through Cloudpermit Inspector App (add-on). 10 @2024 Cloudpermit Confidential Issuance • Description: Automates the process of issuance after successful application review and/or inspections. • Functionality: o Automated Application/Permit Creation: Streamlines the issuance process. o Validity Tracking: Manages issue dates, validity periods, and expiration dates. Messaging and Notifications • Description: Facilitates communication between all parties involved in the licensing process through an integrated messaging system. • Functionality: o Direct and Public Messaging: Supports both private and public communications. o Email Notifications for Unread Messages: Alerts users to new messages. Multi-language Support • Description: Provides support for multiple languages in citizen-facing functionalities, enhancing accessibility and user experience. Property View • Description: Offers a detailed view of all workspaces related to a specific property, enhancing oversight and management. • Functionality: • Automated Data Aggregation: Collects and displays information specific to a property. • Condition and Application Tracking: Provides updates on conditions and ongoing applications. Renewal Process • Description: Cloudpermit proactively manages renewals by sending automated email notifications to all relevant parties, ensuring that licenses remain current and compliance is maintained without interruption. Report Management • Description: Generates comprehensive reports (csv/pdf) on licensing activities, offering insights into application processes and outcomes. • Functionality: 11 @2024 Cloudpermit Confidential o Customizable Reports: Tailors reports to meet specific informational needs (operational reports, payments, inspections, reviews, etc.). o Data-Driven Insights: Supports strategic decision-making through detailed analyses. Review and Circulation • Description: Ensures thorough review of applications and facilitates the circulation of documents to necessary parties for additional evaluation. • Functionality: o Detailed Review Process: Incorporates both internal and external evaluations and task tracking. o Circulation Management: Manages the sharing of applications with relevant stakeholders. Support Portal and Help Documentation • Description: Provides a comprehensive resource hub with guides, videos, and release notes to aid users in navigating the platform. • Functionality: o Extensive Help Resources: Offers detailed articles and video tutorials. User Management • Description: Allows for the administration of user roles and permissions, ensuring that each user has proper access to the platform/product. • Functionality: • Add New Users: Offers the capability to add new users to the system, assigning roles and access levels based on their responsibilities. • Edit Existing Users: Allows administrators to modify user details, such as first and last names, and update roles and permissions as needed. • Roles/Permissions: Enables control over what each user can access and perform within the system, including granting inspection qualifications and managing inspection-related permissions. Violations/Deficiencies • Description: Manages records of any violations or deficiencies noted during the licensing process, ensuring compliance and accountability. Appendix 1: Cloudpermit Third-Party Integrated Systems Cloudpermit has standard configurable integrations categorized under six different integration types described below. 12 @2024 Cloudpermit Confidential Suppose the need for integration with a standard configurable integration cannot be fulfilled. In that case, Cloudpermit may integrate a new system, make a minor change to an existing one, or develop a custom one. These integrations are priced separately a nd, if applicable, addressed within your contract. Standard Configurable Third-Party Integrations Cloudpermit offers integration with a variety of third -party systems, enhancing the functionality and flexibility of its licensing product. These integrations are designed to streamline processes, improve data accuracy, and enhance user experience for municipalities and their constituents. Integrations: • Geographic Information System (GIS): Cloudpermit integrates with leading GIS providers like ESRI ArcGIS and CartoVista, allowing municipalities to accurately search and retrieve property information, enhancing the precision of permitting processes. • Online Payment: Cloudpermit supports a wide array of online payment providers, ensuring flexibility and convenience for municipalities and their users. The platform integrates seamlessly with leading payment gateways and providers, including but not limited to: • Payment Gateways: Allpaid, ACI, Authorize.net, Bambora, CCP / NIC (PayPort), Clover, Elavon, E-xact, ePay, Government Window, InvoiceCloud, Merchante, Moneris, MSB, OpenEdge / Global, Payeezy, PayNowLink, Paymentus, Paypoint, Payport, PayPal, Point & Pay, PSN, Square, Stri pe, Xpress Bill Pay. • Archival/Markup: • Markup: DigEplans • Archival: LaserFische • Authentication Services: Using Open ID Connect (OIDC), Cloudpermit integrates with authentication systems like Azure AD, ensuring secure and straightforward user access management. • Multi-Factor Authentication (MFA): For added security, Cloudpermit can support MFA integrations, such as Duo, to safeguard user accounts and sensitive data. Customized Integrations (Paid Engagements) While Cloudpermit provides a comprehensive range of standard integrations, there may be instances where these offerings do not fully meet the specific requirements of a municipality. In such cases, Cloudpermit is equipped to develop custom solutions or adapt existing ones. These customized integrations are outside the standard offerings provided with the platform and are treated as separate, paid engagements. This ensures that each municipality's unique needs are addressed with precision and tailored functionality, enhancing the overall efficiency and effectiveness of the Cloudpermit platform. Inspections App Product Description Cloudpermit Inspections App: Empowering Inspectors Anywhere, Anytime Our app, Cloudpermit Inspections, is designed to enhance the efficiency and effectiveness of building, enforcement, and licensing inspections. Seamlessly integrated with the Cloudpermit platform, this app provides a comprehensive toolset that enables inspectors to navigate their daily tasks with unparalleled ease and precision, directly from their mobile devices. Main Features: • Offline Capability: Work without limits. The Inspector App's advanced offline capabilities allow inspectors to perform inspections in any location — even without internet connectivity. Data captured during these offline inspections, including notes, photos, and videos, is synchronized with the Cloudpermit workspaces once connectivity is restored, ensuring no detail is lost. • Inspection Management: Stay organized and flexible. Inspectors can view, schedule, and manage their inspections with just a few taps. The app supports the reordering of daily inspections to accommodate changing priorities, adding unscheduled and ad-hoc inspections, and accessing detailed inspection information such as permit numbers, addresses, and inspection types. • Data Capture: Inspectors can effortlessly take photos and jot down notes, even when offline. The app also supports adding standard comments, deficiencies, remarks, and violations, to document the inspection process. • Map View and GPS Integration: Cloudpermit Inspections provides a visual map view of all scheduled inspections, utilizing GPS functionality for route planning and optimization. This feature enables inspectors to visualize their day’s work and plan their routes between sites. • Automatic Email Synchronization: The app ensures that inspection results are automatically emailed to relevant stakeholders for a streamlined communication process. This feature allows for real-time updates and ensures that all parties are promptly informed of inspection outcomes. Features: This appendix provides a concise description of each feature available in the Cloudpermit Inspections App. • Integration with the Cloudpermit Platform: Seamlessly connects with the Cloudpermit platform real-time data synchronization and access. • View Inspections on a Map: Visualize scheduled inspections on a map to plan routes and manage time effectively. • Search for an Address on the Map: Quickly find specific locations on a map using address search functionality. • View "My Today" Inspections: Access a daily overview of scheduled inspections for efficient planning and prioritization. • Record Inspection Results: Complete inspections by entering results, including status updates, directly through the app. • Work Offline in the Field: Perform and record inspections without an internet connection, with data syncing once connectivity is restored. • Schedule Inspections: Easily schedule new inspections directly from a mobile device for better time management. • Access Key Fields: Enter detailed inspection results, including status, quick pass, notes, and checklist items. • Manage Multiple Inspections with the Actions Tab: Perform batch actions such as Quick Pass, reassigning, rescheduling, or route planning for multiple inspections. • Access the Inspection Checklist: View and complete the inspection checklist items directly through the app. • Add Photos (Take/Edit Photo Names) and Edit Photo Descriptions: Capture and manage photos with the option to edit names and descriptions for detailed documentation. • Upload Photos in Bulk: Upload multiple photos simultaneously to save time and document inspections more efficiently. • Add Standard Comments: Insert predefined comments into inspection records for faster data entry. • Add Deficiencies, Remarks, and Violations: Record detailed findings, including deficiencies, remarks, and violations during inspections. • Use Talk-to-Text within Comment Fields: Use voice-to-text functionality for convenient and fast entry of comments and notes. • LInk Violations to Cases: Connect violations discovered during an inspection directly to the corresponding case. • Email Inspection Results Automatically: Send inspection results via email automatically once data syncs with the Cloudpermit platform. • Access Permit Details and Associated Inspections: View detailed permit information, including all associated inspections, for comprehensive case management. • Add an Additional Visit to a Code Enforcement Case: Schedule follow-up inspections for ongoing code enforcement cases. • Schedule Follow-Up Visits for Code Enforcement Cases: Start code enforcement cases proactively based on inspection findings, without a complaint. • Access Property Information with Cloudpermit Links: View detailed property information, including links to records within the Cloudpermit platform (this requires mobile connectivity). • Access Finalized Attachments: Access and review all finalized attachments and documents stored in the Cloudpermit platform for comprehensive information. ©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 Page | 1 +1 (833) 253- Prices in USD valid as of February 2025 Category Description of Services Rate Billable Professional Services Per Hour Additional Training (remote) Per Session Additional Training (Onsite) First day of Onsite training (recording and travel is included) $3,000 Per Project Additional Training (Onsite) Second and Third day of Onsite training, up to 3 days max of Onsite training $1,000 Per Day Data Import Data import of 1 Product $3,000 Data Import Data import of 2 Products $5,000 Data Import Data import of 3 Products $6,000 Data Import Data import of 4 or more Products $7,000 GIS Hosting Integration ESRI - Implementation Based on Scope Integration ESRI - Subscription Based on Scope Integration - AD (Azure) AD (Azure) - Implementation $700 AD (Azure) - Subscription $500 Integration - DigEplan DigEplan - Implementation $0 DigEplan - Subscription $1,000 Integration - Laserfiche Laserfiche - Implementation $3,000 Laserfiche - Subscription $2,500 Integration - Online Payments Online Payments - Implementation Based on Complexity Upon Delivery Online Payments - Subscription $700 Page | 2 Integration - SSO SSO Open ID - Implementation $700 Upon Delivery SSO Open ID - Subscription $700 Per Project Integration - Out of Scope Out of Scope - Implementation Based on Scope Upon Delivery Out of Scope - Subscription $500 Annually Avon, CO Contract Final Audit Report 2025-09-16 Created:2025-09-16 By:Matt Pielsticker (mpielsticker@avon.org) Status:Signed Transaction ID:CBJCHBCAABAAZ1GBVDvNy8fSEHJvwzEhJcqIRUI8rAL0 "Avon, CO Contract" History Document created by Matt Pielsticker (mpielsticker@avon.org) 2025-09-16 - 9:38:29 PM GMT Document emailed to jeffrey.oathout@cloudpermit.com for signature 2025-09-16 - 9:41:16 PM GMT Email viewed by jeffrey.oathout@cloudpermit.com 2025-09-16 - 9:52:14 PM GMT Signer jeffrey.oathout@cloudpermit.com entered name at signing as Jeff Oathout 2025-09-16 - 9:57:55 PM GMT Document e-signed by Jeff Oathout (jeffrey.oathout@cloudpermit.com) Signature Date: 2025-09-16 - 9:57:57 PM GMT - Time Source: server Document emailed to Matt Pielsticker (mpielsticker@avon.org) for signature 2025-09-16 - 9:57:59 PM GMT Email viewed by Matt Pielsticker (mpielsticker@avon.org) 2025-09-16 - 10:00:22 PM GMT Document e-signed by Matt Pielsticker (mpielsticker@avon.org) Signature Date: 2025-09-16 - 10:00:42 PM GMT - Time Source: server Agreement completed. 2025-09-16 - 10:00:42 PM GMT