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HomeMy WebLinkAbout0001-0500 Emails5 From:Taylor, Brent Sent:Thursday, August 17, 2023 1:46 PM To:Bernstorff, Rebecca Cc:Taylor, Brent Subject:DIF Inventory Requests Follow Up Flag:Follow up Flag Status:Completed Hello Rebecca – Below is an update regarding the Impact Fee Study data requests. As of this week all departments have provided DTA with initial inventory spreadsheets. DTA has followed up with additional requests as detailed below: Department Additional Requests Transportation  For TIF areas, provide either boundary map or list of APNs for each area. Luke has spoken with Leni and they decided that GIS Mapping for each area will be sufficient.  Current TIF Project List. Luke is in process of finalizing. P&R  List of any new parks next 5 years. Brendan is currently working on this request.  Brendan needs DTA help with cost of assets Police  DTA believes there is substantial additional inventory that should be added to Police Inventory spreadsheet. DTA provided list of equipment which can be included in the fee calculations. Melissa is reviewing and will provide updated spreadsheet. Fire  Spreadsheet provided to DTA has incorrect formulas in cost fields that need to be removed. Nicole is working on updating spreadsheet and confirming the costs listed in column K.  DTA needs the year for which the inventory was purchased in order to use CPI to escalate to todays value.  Nicole questioned column K and if should be RCN or current 2023 value. CDD  Permit data provide to include square footages and unit count for MFR. Brent working with Neema to revise report, only changes to # of units for each permit is still needed. Should be available by Monday. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org 6 Stay connected with the City by signing up for e-notifications 7 From:Taylor, Brent Sent:Thursday, August 17, 2023 8:34 AM To:Barcenas, Miguel Subject:RE: Impact Fee analysis.xlsx Hi Miguel, I updated your spreadsheet with the applicable CPI and CCCI changes going back to 2012/ 2013. Wastewater Impact Fee analysis (Miguel).xlsx Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Barcenas, Miguel <MBarcena@slocity.org> Sent: Wednesday, August 16, 2023 2:41 PM To: Taylor, Brent <btaylor@slocity.org> Subject: Impact Fee analysis.xlsx This is what I was wanting to calculate. Depending on the square footage of the home, they pay around $300 for a larger benefit and a reimbursement of $1400 to $2100. Can you look at sheet 2 and populate what you records show for each annual CPI and CCI increase within the yellow highlights? The increases in red I assumed were CPI, but now I am not sure. I am developing a quick model to see if I can forecast what the pay out is at the end of the project or at the end of 10-years. -Miguel 8 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Wednesday, August 16, 2023 5:24 PM To:Ruben Rivas; Bernstorff, Rebecca; Jamie Radcliff Subject:RE: [EXTERNAL]RE: User Fees - presentation to leadership Attachments:Police_SLO UF Model_08.10.23 sworn vs non sworn.xlsm; SLO IT Surchage Fee Template_RC 08.02.23.xlsx Follow Up Flag:Follow up Flag Status:Completed Hi Rebecca Here is the information for Police, Public Works and Parks & Recreation. I am also including the IT surcharge calculation:  Cindy From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Wednesday, August 16, 2023 12:15 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Jamie Radcliff <jradcliff@mgtconsulting.com> Subject: Re: [EXTERNAL]RE: User Fees - presentation to leadership Here's the building and fire departments fee restructuring: Building:  In the 'Fee Sch Restr.' tab you can see the edits that building staff recommended. o Any language in blue font means that the fee name was updated and/or a new fee category was added o Any fees crossed off in red font means building staff recommends removing  For the building construction Plan Check and Inspection (PC and Insp tab) there is a big change in how fees are charged. In the PC and Insp tab, you can see how the City currently charges. The construction categories will all remain the same, however, we are moving away from the base + threshold fee. We will be developing a single plan check fee and inspection fee for each category at a cost per square foot. This is an extension of ICC 9 table and MGT has successfully implemented in many agencies over the last three years, most recently for San Luis Obispo County. Fire:  I hope that is what you are looking for. If more is needed, let me know. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: Email: rrivas@mgtconsulting.com From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Tuesday, August 15, 2023 5:12 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Jamie Radcliff <jradcliff@mgtconsulting.com>; Ruben Rivas <RRivas@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: User Fees - presentation to leadership Perfect! We can do that. I will coordinate with Jamie and Ruben and we’ll get that information over to you. Cindy From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, August 15, 2023 4:57 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Cc: Jamie Radcliff <jradcliff@mgtconsulting.com>; Ruben Rivas <RRivas@mgtconsulting.com> Subject: [EXTERNAL]RE: User Fees - presentation to leadership 10 Hi Cindy, Thank you for the information. I was thinking of it being more informal and sending an email with a progress update with an attachment of the fee structure with the feedback received so far so our Leadership Team could review it. I think all I would need from you would be the modified fee structure as you head into time estimate meetings, if possible. I can include the caveat information about Cannabis and P&R as well! Thanks! Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Tuesday, August 15, 2023 1:07 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Jamie Radcliff <jradcliff@mgtconsulting.com>; Ruben Rivas <RRivas@mgtconsulting.com> Subject: User Fees - presentation to leadership This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Rebecca I confirmed that all of the design phase meetings have been completed and that we have moved onto the time estimate meetings. Per our conversation you mentioned that you would like to present the fee structures to your leadership group for approval. How would you like us to provide you this information and do you need us to attend that meeting or was this something you wanted to present? The two cavoites to the design phase are Cannabis and Parks and Recreation.  CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 11 Let me what you need from us and I’ll work with Jamie and Ruben to put everything together. Cindy Sconce (she/her/hers) Director, Performance Solutions Group 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: Email: csconce@mgtconsulting.com The information contained in this electronic communication is intended only for the use of the addressee, and may be a confidential communication. If you are not the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution, or copying of this transmittal is strictly prohibited. 12 From:Horn, Matt Sent:Wednesday, August 16, 2023 4:35 PM To:Bernstorff, Rebecca Subject:RE: [EXTERNAL]RE: SLO Fees in question Follow Up Flag:Follow up Flag Status:Completed Hi Rebecca, Matt Horn Director of Public Works 919 Palm Street, San Luis Obispo, CA 93401-3218 E mhorn@slocity.org T 805.781.7191 From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, August 16, 2023 4:14 PM To: Horn, Matt <mhorn@slocity.org> Subject: FW: [EXTERNAL]RE: SLO Fees in question Hi Matt, Thanks for your help, RB From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, August 16, 2023 3:31 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: [EXTERNAL]RE: SLO Fees in question Rebecca 13 Based on the bellowing informaƟon, this really isn’t a user fee as much as it is use of a public right away which is a diffe rent type of study. We can discuss this more during our check in call but I don’t think this would be in our scope to review. Cindy Sconce (she/her/hers) Director, Performance Solutions Group 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: Email: csconce@mgtconsulting.com The information contained in this electronic communication is intended only for the use of the addressee, and may be a confidential communication. If you are not the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution, or copying of this transmittal is strictly prohibited. From: Fukushima, Adam <AFukushi@slocity.org> Sent: Tuesday, August 15, 2023 1:52 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Rice, Jennifer <jrice@slocity.org>; Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO Fees in question Hi Rebecca, Here’s a screenshot of a table in the CAR that has the breakdown. Let me know if you’d like more detail than this and I can send you some more docs. Adam Fukushima, PTP Active Transportation Manager CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 14 Public Works 919 Palm Street, San Luis Obispo, CA 93401-3218 E AFukushima@slocity.org T 805.781.7590 slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, August 14, 2023 5:42 PM To: Fukushima, Adam <AFukushi@slocity.org> Cc: Rice, Jennifer <jrice@slocity.org>; Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO Fees in question Hi Adam, Thanks so much for this; appreciate the information. I spoke with Cindy from MGT, and were wondering if you have any documentation on how you came up with current costs? I vaguely remember when we were putting the guide together estimates of time to the city on the costs, but wasn’t sure if it was more built out than that… Thanks! Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Fukushima, Adam <AFukushi@slocity.org> Sent: Monday, August 14, 2023 2:37 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Rice, Jennifer <jrice@slocity.org> Subject: RE: SLO Fees in question Hi Rebecca, Thanks for reaching out. Here are my responses below. 5 Question 1: See more info on this in #2 below Question 2: This one is a bit tricky to answer since the outdoor dining program has so much overlap across departments and requires a considerable amount of collaboration between Planning, Public Works, Fire Dept and Utilities. Public Works led the policy update to the Outdoor Dining ordinances last year but most of the implementation of the program requires expertise from the Planning Dept for the following aspects: a. Routing the applications in EnerGov for input from other departments b. Review of structural elements for compliance with the Fire and Building Codes (including any proposed electrical elements) c. Issuing an Encroachment Permit, ensuring insurance documentation is up to date, and coordination with Finance on issuing the use fee Question 3: Parklets are just one aspect of the Outdoor Dining Program, which also includes Tables & Chairs, and Sidewalk Café permits. The use fee for parklets recovers the City’s costs for the following elements: d. Parking revenue loss e. Weekly manual street sweeping f. Permit administration and inspections g. Tree trimming over the parklet areas Hope this helps and let me know if you have any questions. I’d be happy to chat in more detail about the program since it can be a little complicated. Best, Adam Fukushima, PTP Active Transportation Manager Public Works 919 Palm Street, San Luis Obispo, CA 93401-3218 E AFukushima@slocity.org T 805.781.7590 slocity.org Stay connected with the City by signing up for e-notifications 16 From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, August 14, 2023 11:33 AM To: Nunez, Jacob <jnunez@slocity.org>; Loew, Michael <Mloew@slocity.org>; Cox, Rebecca <rcox@slocity.org>; Fukushima, Adam <AFukushi@slocity.org>; Scott, Shawna <sscott@slocity.org>; Stong, Nate <nstong@slocity.org>; Corey, Tyler <tcorey@slocity.org>; Leveille, Brian <bleveill@slocity.org>; Bell, Kyle <KBell@slocity.org> Subject: FW: SLO Fees in question Good morning, First, thank you all for your help so far with the fee study; I know it’s an additional workload item and it can be time consuming, so I really appreciate your prioritization of the asks from our consultants! As we move into the time estimates aspect of the study, we have a “unidentified” list of fees that have no home! Attached are notes from MGT on what they received during the meetings; some of the fees overlap departments, which is possibly where it has been more challenging to coordinate. I tagged who I thought would be the best contact (please let me know if I am on the wrong page); if you could please respond back to this email with responses to the below questions, I would great appreciate it! 1. Should the fee stay where it is or move to another fee schedule? 2. Who performs the service and who should we talk to about this fee? 3. What is the fee for and is it something we should be analyzing?  Building Permit Review – Planning o Keeping under Planning, no changes and keep (@Corey, Tyler, @Leveille, Brian)  Thanks for your continued support for this project. Please let me know if you have any questions. Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager 17 Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, August 7, 2023 4:41 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Jamie Radcliff <jradcliff@mgtconsulting.com>; Ruben Rivas <RRivas@mgtconsulting.com> Subject: SLO Fees in question This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Rebecca AƩache are a list of fees that are either on General Government or Planning’s fee schedule and they are either saying that t his fee doesn’t belong to them or they don’t know what the fee is for. We are looking for your assistance with the following: 1. Should the fee stay where it is or move to another fee schedule? 2. Who performs the service and who should we talk to about this fee? 3. What is the fee for and is it something we should be analyzing? I’ve tried to list quesƟons next to the fees aƩached. Thank you for any assistance you can provide. Cindy Sconce (she/her/hers) Director, Performance Solutions Group 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: Email: csconce@mgtconsulting.com The information contained in this electronic communication is intended only for the use of the addressee, and may be a confidential communication. If you are not the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution, or copying of this transmittal is strictly prohibited. 31 From:Ruben Rivas <RRivas@mgtconsulting.com> Sent:Wednesday, August 16, 2023 12:15 PM To:Cindy Sconce; Bernstorff, Rebecca; Jamie Radcliff Subject:Re: [EXTERNAL]RE: User Fees - presentation to leadership Attachments:San Luis Obispo - Building & Safety Fee Changes.xlsx; Fire Fee Schedules FY 23 - Restructuring (3).xlsx Here's the building and fire departments fee restructuring: Building:  In the 'Fee Sch Restr.' tab you can see the edits that building staff recommended. o Any language in blue font means that the fee name was updated and/or a new fee category was added o Any fees crossed off in red font means building staff recommends removing  For the building construction Plan Check and Inspection (PC and Insp tab) there is a big change in how fees are charged. In the PC and Insp tab, you can see how the City currently charges. The construction categories will all remain the same, however, we are moving away from the base + threshold fee. We will be developing a single plan check fee and inspection fee for each category at a cost per square foot. This is an extension of ICC table and MGT has successfully implemented in many agencies over the last three years, most recently for San Luis Obispo County. Fire:  I hope that is what you are looking for. If more is needed, let me know. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 32 Cell: Email: rrivas@mgtconsulting.com From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Tuesday, August 15, 2023 5:12 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Jamie Radcliff <jradcliff@mgtconsulting.com>; Ruben Rivas <RRivas@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: User Fees - presentation to leadership Perfect! We can do that. I will coordinate with Jamie and Ruben and we’ll get that information over to you. Cindy From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, August 15, 2023 4:57 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Cc: Jamie Radcliff <jradcliff@mgtconsulting.com>; Ruben Rivas <RRivas@mgtconsulting.com> Subject: [EXTERNAL]RE: User Fees - presentation to leadership Hi Cindy, Thank you for the information. I was thinking of it being more informal and sending an email with a progress update with an attachment of the fee structure with the feedback received so far so our Leadership Team could review it. I think all I would need from you would be the modified fee structure as you head into time estimate meetings, if possible. I can include the caveat information about Cannabis and P&R as well! Thanks! Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Tuesday, August 15, 2023 1:07 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 33 Cc: Jamie Radcliff <jradcliff@mgtconsulting.com>; Ruben Rivas <RRivas@mgtconsulting.com> Subject: User Fees - presentation to leadership This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Rebecca I confirmed that all of the design phase meetings have been completed and that we have moved onto the time estimate meetings. Per our conversation you mentioned that you would like to present the fee structures to your leadership group for approval. How would you like us to provide you this information and do you need us to attend that meeting or was this something you wanted to present? The two cavoites to the design phase are Cannabis and Parks and Recreation.  Let me what you need from us and I’ll work with Jamie and Ruben to put everything together. Cindy Sconce (she/her/hers) Director, Performance Solutions Group 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: Email: csconce@mgtconsulting.com The information contained in this electronic communication is intended only for the use of the addressee, and may be a confidential communication. If you are not the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution, or copying of this transmittal is strictly prohibited. 38 From:Stong, Nate Sent:Wednesday, August 16, 2023 7:47 AM To:Loew, Michael Subject:RE: SLO Fees in question Engineering or “Hal” has the below fees for documents, but they’re even further removed from stormwater…under headings for mapping and 4th plan review: Nate Stong, PE (805) 781-7206 From: Loew, Michael <Mloew@slocity.org> Sent: Tuesday, August 15, 2023 6:15 PM To: Stong, Nate <nstong@slocity.org> Subject: RE: SLO Fees in question Mike Loew Deputy Director Chief Building Official Community Development E Mloew@slocity.org T 805.781.7157 slocity.org Stay connected with the City by signing up for e-notifications From: Stong, Nate <nstong@slocity.org> Sent: Tuesday, August 15, 2023 4:01 PM To: LaFreniere, Matt <mlafreni@slocity.org>; Fraser, Bridget <bfraser@slocity.org>; Scott, Shawna <sscott@slocity.org>; Loew, Michael <Mloew@slocity.org> 39 Cc: Schwanemann, Keith <kschwanemann@slocity.org> Subject: RE: SLO Fees in question Thanks Matt and Bridget, Thanks, -Nate Nate Stong, PE (805) 781-7206 From: LaFreniere, Matt <mlafreni@slocity.org> Sent: Tuesday, August 15, 2023 3:55 PM To: Fraser, Bridget <bfraser@slocity.org>; Stong, Nate <nstong@slocity.org>; Scott, Shawna <sscott@slocity.org>; Loew, Michael <Mloew@slocity.org> Subject: RE: SLO Fees in question Hi all, I believe this fee has never been collected. I believe it has never been configured in any software either. It’s actually supposed to be an annual fee, which could be challenging to manage. Thank you, Matt LaFreniere pronouns he/him/his Permit Technician III Community Development Engineering Development Review 919 Palm Street, San Luis Obispo, CA 93401-3218 E mlafreni@slocity.org T 805.781.7015 slocity.org Stay connected with the City by signing up for e-notifications From: Fraser, Bridget <bfraser@slocity.org> Sent: Tuesday, August 15, 2023 3:42 PM To: Stong, Nate <nstong@slocity.org>; Scott, Shawna <sscott@slocity.org>; Loew, Michael <Mloew@slocity.org> Cc: LaFreniere, Matt <mlafreni@slocity.org> Subject: RE: SLO Fees in question Sorry, I’m not familiar with the fee and never applied it to any of the BLDG permit reviews. 40 Bridget Fraser Senior Civil Engineer Community Development Engineering Development Review 919 Palm Street, San Luis Obispo, CA 93401-3218 E bfraser@slocity.org T 805.781.7192 slocity.org From: Stong, Nate <nstong@slocity.org> Sent: Tuesday, August 15, 2023 12:03 PM To: Scott, Shawna <sscott@slocity.org>; Loew, Michael <Mloew@slocity.org> Cc: Fraser, Bridget <bfraser@slocity.org>; LaFreniere, Matt <mlafreni@slocity.org> Subject: RE: SLO Fees in question Hi Shawna, I’m unfamiliar with this fee. Bridget or Matt, do you know what it’s for and when it might be applied? Thanks, -Nate Nate Stong, PE (805) 781-7206 From: Scott, Shawna <sscott@slocity.org> Sent: Tuesday, August 15, 2023 11:07 AM To: Loew, Michael <Mloew@slocity.org>; Stong, Nate <nstong@slocity.org> Subject: FW: SLO Fees in question Hi Mike and Nate, Are either of you familiar with the stormwater connection fee and when it is required? It appears pretty minimal – is this a fee that is added to all the other plan check/permit fees when a project is connecting to a city stormdrain system or basin? Thank you, Shawna 41 From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, August 14, 2023 11:33 AM To: Nunez, Jacob <jnunez@slocity.org>; Loew, Michael <Mloew@slocity.org>; Cox, Rebecca <rcox@slocity.org>; Fukushima, Adam <AFukushi@slocity.org>; Scott, Shawna <sscott@slocity.org>; Stong, Nate <nstong@slocity.org>; Corey, Tyler <tcorey@slocity.org>; Leveille, Brian <bleveill@slocity.org>; Bell, Kyle <KBell@slocity.org> Subject: FW: SLO Fees in question Good morning, First, thank you all for your help so far with the fee study; I know it’s an additional workload item and it can be time consuming, so I really appreciate your prioritization of the asks from our consultants! As we move into the time estimates aspect of the study, we have a “unidentified” list of fees that have no home! Attached are notes from MGT on what they received during the meetings; some of the fees overlap departments, which is possibly where it has been more challenging to coordinate. I tagged who I thought would be the best contact (please let me know if I am on the wrong page); if you could please respond back to this email with responses to the below questions, I would great appreciate it! 1. Should the fee stay where it is or move to another fee schedule? 2. Who performs the service and who should we talk to about this fee? 3. What is the fee for and is it something we should be analyzing? 42   Building Permit Review – Planning o Keeping under Planning, no changes and keep (@Corey, Tyler, @Leveille, Brian)  Thanks for your continued support for this project. Please let me know if you have any questions. Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, August 7, 2023 4:41 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Jamie Radcliff <jradcliff@mgtconsulting.com>; Ruben Rivas <RRivas@mgtconsulting.com> Subject: SLO Fees in question This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Rebecca AƩache are a list of fees that are either on General Government or Planning’s fee schedule and they are either saying that t his fee doesn’t belong to them or they don’t know what the fee is for. We are looking for your assistance with the following: 1. Should the fee stay where it is or move to another fee schedule? 2. Who performs the service and who should we talk to about this fee? 3. What is the fee for and is it something we should be analyzing? 43 I’ve tried to list quesƟons next to the fees aƩached. Thank you for any assistance you can provide. Cindy Sconce (she/her/hers) Director, Performance Solutions Group 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: Email: csconce@mgtconsulting.com The information contained in this electronic communication is intended only for the use of the addressee, and may be a confidential communication. If you are not the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution, or copying of this transmittal is strictly prohibited. 49 From:Bernstorff, Rebecca Sent:Tuesday, August 15, 2023 5:12 PM To:Cox, Rebecca Subject:RE: SLO Fees in question Matt knew – thank you SO much for leading me through the breadcrumbs. From: Cox, Rebecca <rcox@slocity.org> Sent: Tuesday, August 15, 2023 5:04 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: SLO Fees in question Not super helpful, but I found info from a 2006/2007 fee study that included the fee, it looks like only one was “issued”/accounted for that FY/period that they were analyzing so it might just be an outdated fee. My last thought would be to check in with Matt LaFreniere, he has great historical knowledge with the Engineering division. From: Cox, Rebecca Sent: Tuesday, August 15, 2023 4:51 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: SLO Fees in question No, he was unfamiliar with the fee as well. Is there any history on it from previous fee studies? I found a fee schedule dating back to 2012 that had it listed under engineering so it’s been around awhile. Is there a way to see if any revenue has been collected for that fee? From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, August 15, 2023 4:29 PM To: Cox, Rebecca <rcox@slocity.org> Subject: FW: SLO Fees in question And we are back to you 뇤눎눐눑눒눏 any thoughts from Miguel? From: Henderson, Marcus <mhenders@slocity.org> Sent: Tuesday, August 15, 2023 4:26 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Hernandez, Matt <mjhernan@slocity.org> Subject: RE: SLO Fees in question No, this doesn’t look familiar to me at all. I don’t believe it’s associated with the locator position. Does IT have an idea of what it might be? From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, August 15, 2023 4:10 PM To: Hernandez, Matt <mjhernan@slocity.org>; Henderson, Marcus <mhenders@slocity.org> Subject: RE: SLO Fees in question Thank you, Matt! @Henderson, Marcus does this fee look familiar to you by chance? 50 Thanks! Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Hernandez, Matt <mjhernan@slocity.org> Sent: Monday, August 14, 2023 2:46 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Henderson, Marcus <mhenders@slocity.org> Subject: RE: SLO Fees in question Ms. Bernstorff, I have not had any involvement with fee structures as they are associated with working contracts. I do recall some conversation of the City and Cal Poly having agreements with fiber protection, though not sure how that would tie into a Permit for E/T. If it is associated with Kurt’s position, then Marcus may have additional information regarding how they are intertwined. And to also note, that currently this is not a traffic signal fiber, as described below. Sorry I couldn't be of more help. Matt From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, August 14, 2023 2:36 PM To: Hernandez, Matt <mjhernan@slocity.org> Subject: FW: SLO Fees in question Hi Matt, I was hoping you can help me in identifying a fee within our fee schedule that currently is unclaimed by a department. It currently exists within Engineering and Transportation Permit: Fiber Infrastructure Protection Fee. Would you by any chance know what this is? 51 Thanks for your help! Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Cox, Rebecca <rcox@slocity.org> Sent: Monday, August 14, 2023 12:50 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: SLO Fees in question Hi Rebecca! I’m excited that there is a Fiber Infrastructure Protection Fee, but honestly I didn’t know it existed. I checked in with Miguel and he wasn’t familiar with it either. I did have a few ideas that might be good leads to start with. I’m thinking it could be something with either the traffic signal fiber (PW), or something with Utilities/utility locating (Kurt Long’s position). Are we able to see what triggers the fee, or how much revenue has been collected? Rebecca From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, August 14, 2023 11:33 AM To: Nunez, Jacob <jnunez@slocity.org>; Loew, Michael <Mloew@slocity.org>; Cox, Rebecca <rcox@slocity.org>; Fukushima, Adam <AFukushi@slocity.org>; Scott, Shawna <sscott@slocity.org>; Stong, Nate <nstong@slocity.org>; Corey, Tyler <tcorey@slocity.org>; Leveille, Brian <bleveill@slocity.org>; Bell, Kyle <KBell@slocity.org> Subject: FW: SLO Fees in question Good morning, First, thank you all for your help so far with the fee study; I know it’s an additional workload item and it can be time consuming, so I really appreciate your prioritization of the asks from our consultants! 52 As we move into the time estimates aspect of the study, we have a “unidentified” list of fees that have no home! Attached are notes from MGT on what they received during the meetings; some of the fees overlap departments, which is possibly where it has been more challenging to coordinate. I tagged who I thought would be the best contact (please let me know if I am on the wrong page); if you could please respond back to this email with responses to the below questions, I would great appreciate it! 1. Should the fee stay where it is or move to another fee schedule? 2. Who performs the service and who should we talk to about this fee? 3. What is the fee for and is it something we should be analyzing?  Building Permit Review – Planning o Keeping under Planning, no changes and keep (@Corey, Tyler, @Leveille, Brian)  Thanks for your continued support for this project. Please let me know if you have any questions. Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, August 7, 2023 4:41 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> 53 Cc: Jamie Radcliff <jradcliff@mgtconsulting.com>; Ruben Rivas <RRivas@mgtconsulting.com> Subject: SLO Fees in question This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Rebecca AƩache are a list of fees that are either on General Government or Planning’s fee schedule and they are either saying that t his fee doesn’t belong to them or they don’t know what the fee is for. We are looking for your assistance with the following: 1. Should the fee stay where it is or move to another fee schedule? 2. Who performs the service and who should we talk to about this fee? 3. What is the fee for and is it something we should be analyzing? I’ve tried to list quesƟons next to the fees aƩached. Thank you for any assistance you can provide. Cindy Sconce (she/her/hers) Director, Performance Solutions Group 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: Email: csconce@mgtconsulting.com The information contained in this electronic communication is intended only for the use of the addressee, and may be a confidential communication. If you are not the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution, or copying of this transmittal is strictly prohibited. 101   Building Permit Review – Planning o Keeping under Planning, no changes and keep (@Corey, Tyler, @Leveille, Brian)  Thanks for your continued support for this project. Please let me know if you have any questions. Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, August 7, 2023 4:41 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Jamie Radcliff <jradcliff@mgtconsulting.com>; Ruben Rivas <RRivas@mgtconsulting.com> Subject: SLO Fees in question This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Rebecca AƩache are a list of fees that are either on General Government or Planning’s fee schedule and they are either saying that t his fee doesn’t belong to them or they don’t know what the fee is for. We are looking for your assistance with the following: 1. Should the fee stay where it is or move to another fee schedule? 2. Who performs the service and who should we talk to about this fee? 3. What is the fee for and is it something we should be analyzing? I’ve tried to list quesƟons next to the fees aƩached. Thank you for any assistance you can provide. Cindy Sconce (she/her/hers) Director, Performance Solutions Group 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: Email: csconce@mgtconsulting.com 102 The information contained in this electronic communication is intended only for the use of the addressee, and may be a confidential communication. If you are not the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution, or copying of this transmittal is strictly prohibited. 103 From:Taylor, Brent Sent:Monday, August 14, 2023 5:04 PM To:Bernstorff, Rebecca Subject:Taylor, Brent shared "SLR Fee Analysis" with you Follow Up Flag:Follow up Flag Status:Completed Taylor, Brent shared a file with you Here's the document that Taylor, Brent shared with you. SLR Fee Analysis This link will work for anyone in City of San Luis Obispo. Privacy Statement Open 119 From:Taylor, Brent Sent:Monday, August 14, 2023 11:14 AM To:Kazemi, Neema Cc:Parzanese, Joe Subject:RE: Building Permit Report Hi Neema – our consultant is requesting additional field be added to this report. Need to provide the number of units associated with each Permit. Thinking we can use the “Dwelling Units” field on the Additional Info Screen to capture and add this to report you previously created. Let me know if this is something we can do. Thanks. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org 120 Stay connected with the City by signing up for e-notifications From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, August 9, 2023 11:25 AM To: Taylor, Brent <btaylor@slocity.org> Cc: Parzanese, Joe <jparzanese@slocity.org> Subject: RE: Building Permit Report Hi Brent, I did a quick audit of like ten permits with 0 sq footage and they were all for window retrofits or door replacements. One was a commercial which was for a hood replacement. It looks like I misspoke, seems like our users in the front are pretty good about entering square footage if its applicable. Best, Neema Kazemi System Application Specialist - Energov Information Technology 919 Palm, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Kazemi, Neema Sent: Wednesday, August 9, 2023 9:37 AM To: Taylor, Brent <BTaylor@slocity.org> Cc: Parzanese, Joe <jparzanese@slocity.org> Subject: RE: Building Permit Report Permits have the SQ footage as a default field on the main details, so it totally depends on users filling it out during input. But, there may be SQ footage fields in the additional info that we may fill out as well. Let me see what we got! Best. Neema Kazemi System Application Specialist - Energov Information Technology 919 Palm, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications 121 From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, August 9, 2023 8:51 AM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Parzanese, Joe <jparzanese@slocity.org> Subject: RE: Building Permit Report Hi Neema – no other data needed at this time. Looks good as is, except the blank sq ft fields. Is there any other Sq Ft fields in Energov which we can try to see if it will capture the ones showing 0 sq. ft.? I know it defaults to using this one, but front counter doesn’t always input to that field. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, August 9, 2023 8:14 AM To: Taylor, Brent <btaylor@slocity.org> Cc: Parzanese, Joe <jparzanese@slocity.org> Subject: RE: Building Permit Report Hi Brent, Getting a report with those data points took a few minutes, but is there any fee data you’d like added? Or currently, there is no address information either. I can probably get this finished this morning. For now, the only filters I have are BLDG permit and issuedate after 1/1/2018. Best, Neema Kazemi System Application Specialist - Energov Information Technology 919 Palm, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, August 9, 2023 7:42 AM 122 To: Kazemi, Neema <nkazemi@slocity.org> Cc: Parzanese, Joe <jparzanese@slocity.org> Subject: Building Permit Report Hi Neema, hoping you can help me with putting together a report out of Energov for data that is needed for the Impact Fee Study project which will update our impact fee amounts. Consultant is requesting a report on building permits for time range of 1/1/2018 – current. Main data points needed are issue date, type of construction (SFR, MFR, etc) and the square footage. This would be for building permits only. Is this something you would be able to help me with? Would like to provide the report by Friday if possible. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications 126 From:Keller, Erin Sent:Thursday, August 10, 2023 3:30 PM To:Bernstorff, Rebecca Subject:Fee Study Discrepancy Coordination information Hello, Building and Safety & FIRE Need a Process – for change of address and definiƟons. Change an address on GIS? Need support on these someƟmes. (Building & Safety) Q. Fee per address? or fee for building? for fee for project? Being assigned addresses – Fee or no fee  There is an address change form/request – Charge Fee  Building and Safety and Fire change of address unless Split Lots or Final Maps which is CDD Engineering  New Fee – Fire Permit Handling fee goes to Building & Safety PLANNING Change of Address $306.04 Building Street Name Change $5,810.48 Building Street Abandonment $16,397.21 Planning is keeping Delete Fee – CDD Agreement  Driveway – Remove from B&S and Planning (Creek and Flood protecƟon) o CDD Engineering driveway is covered in Encroachment FIRE  CoordinaƟon required with B&S on addressing (Not including split lots or final map)  QuesƟon about handling fee – FIRE permit handling Building adding Fee – Rodger $40 CDD Engineering  Encroachment  Blue Card InspecƟon - Where is this going? Define – Apartment Final (Delete) o Covered through Permit Fee  Stormwater ConnecƟon Fee o Single Property o Larger Developments Public Works Fees - ? Engineering  Parklet Use Fee per sq Foot per month – ROW  Tables and Chairs use fee per sq foot  Sidewalk Café Use fee per sq foot per month CDD FEE STUDY COORDINATION FOLDER Erin Keller pronouns she/her/hers Senior Administrative Analyst 127 Community Development E EKeller@slocity.org T 805.781.7296 slocity.org Stay connected with the City by signing up for e-notifications 128 From:Corey, Tyler Sent:Thursday, August 10, 2023 2:59 PM To:Bernstorff, Rebecca Subject:Fee Study Information Attachments:Copy of Planning Data Collection Worksheet - Clean - 6.30.23_updated 7.20.23_TAC.xlsx Happy to discuss… Tyler Corey Deputy Director of Community Development Community Development 919 Palm Street, San Luis Obispo, CA 93401-3218 E tcorey@slocity.org T 805.781.7169 slocity.org Stay connected with the City by signing up for e-notifications 129 From:Nunez, Jacob Sent:Wednesday, August 9, 2023 3:57 PM To:Taylor, Brent Subject:RE: 2023-24 Fee Schedule Attachments:Copy of Copy of CFS 2022-23 After Approval.xlsx Here it is. Thank you!! From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, August 9, 2023 3:06 PM To: Nunez, Jacob <jnunez@slocity.org> Subject: RE: 2023-24 Fee Schedule The other change is on the FY 2022/ 2023 fee schedule, do you have the template for that year which I can update? Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Taylor, Brent Sent: Wednesday, August 9, 2023 3:03 PM To: Nunez, Jacob <jnunez@slocity.org> Subject: RE: 2023-24 Fee Schedule Here are the changes for Impact Fees Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org 130 Stay connected with the City by signing up for e-notifications From: Nunez, Jacob <jnunez@slocity.org> Sent: Wednesday, August 9, 2023 8:42 AM To: Taylor, Brent <btaylor@slocity.org> Subject: FW: 2023-24 Fee Schedule HI Brent, If possible, would you be able to update the spreadsheet for the fees that needs adjustments, similar to how Luke did. I believe I understood your email that went over the changes that need to be made. However, it is probably a safer bet for you to make any changes directly. Please let me know if possible. Thank you, Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 12:30 PM To: Nunez, Jacob <jnunez@slocity.org>; Nichols, Vanessa <vnichols@slocity.org>; Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Jacob & Brent, See attached proposed revisions to the formatting of the TIF fee table. I did not edit any of the actual fee values, but changed some formatting and footnotes to add some clarity. Let me know if you have any questions or suggested changes. Also looping in Vanessa on this to see if staff responsible for applying the fees have any comments. Thanks, Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org From: Nunez, Jacob <jnunez@slocity.org> Sent: Tuesday, August 8, 2023 9:29 AM To: Schwartz, Luke <LSchwart@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Thank you for sharing. This was also pointed out by another employee at the end of last week. I believe Donre Webb in CDD is working on redirecting this to the most recent schedule. 131 Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 9:27 AM To: Nunez, Jacob <jnunez@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Thanks! I’ll take a shot at some suggestions and send back your way. If the new schedule is posted already, it looks like the link on this page should be updated: https://www.slocity.org/government/department-directory/community- development/fees Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org From: Nunez, Jacob <jnunez@slocity.org> Sent: Tuesday, August 8, 2023 9:25 AM To: Schwartz, Luke <LSchwart@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Hi Luke, It is posted on the website, and I still need to work on the updates that Brent recommended last week. If you would like to submit updates over to me, then I can include those too. Attached is a file that you can use to reformat the traffic impact fee table. Once done, resubmit the file back to me. Please just indicate where the updates were made so I can carry it over to the main file that I use. Thank you, Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 9:17 AM To: Nunez, Jacob <jnunez@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: 2023-24 Fee Schedule Jacob – Do you know if the 2023-24 fee schedule document is updated yet? I have some suggested formatting modifications to the traffic impact fee table that I’d like to proposed to make differentiating between the various base fee and sub area fees a little more intuitive. Do you know who in Finance is the lead with that update? 132 Thanks, Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org 133 From:Taylor, Brent Sent:Wednesday, August 9, 2023 3:03 PM To:Nunez, Jacob Subject:RE: 2023-24 Fee Schedule Attachments:Copy of Updated Copy of CFS_Luke TIF Edits (003).xlsx Here are the changes for Impact Fees Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Nunez, Jacob <jnunez@slocity.org> Sent: Wednesday, August 9, 2023 8:42 AM To: Taylor, Brent <btaylor@slocity.org> Subject: FW: 2023-24 Fee Schedule HI Brent, If possible, would you be able to update the spreadsheet for the fees that needs adjustments, similar to how Luke did. I believe I understood your email that went over the changes that need to be made. However, it is probably a safer bet for you to make any changes directly. Please let me know if possible. Thank you, Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 12:30 PM To: Nunez, Jacob <jnunez@slocity.org>; Nichols, Vanessa <vnichols@slocity.org>; Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Jacob & Brent, See attached proposed revisions to the formatting of the TIF fee table. I did not edit any of the actual fee values, but changed some formatting and footnotes to add some clarity. Let me know if you have any questions or suggested changes. 134 Also looping in Vanessa on this to see if staff responsible for applying the fees have any comments. Thanks, Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org From: Nunez, Jacob <jnunez@slocity.org> Sent: Tuesday, August 8, 2023 9:29 AM To: Schwartz, Luke <LSchwart@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Thank you for sharing. This was also pointed out by another employee at the end of last week. I believe Donre Webb in CDD is working on redirecting this to the most recent schedule. Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 9:27 AM To: Nunez, Jacob <jnunez@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Thanks! I’ll take a shot at some suggestions and send back your way. If the new schedule is posted already, it looks like the link on this page should be updated: https://www.slocity.org/government/department-directory/community- development/fees Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org From: Nunez, Jacob <jnunez@slocity.org> Sent: Tuesday, August 8, 2023 9:25 AM To: Schwartz, Luke <LSchwart@slocity.org> 135 Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Hi Luke, It is posted on the website, and I still need to work on the updates that Brent recommended last week. If you would like to submit updates over to me, then I can include those too. Attached is a file that you can use to reformat the traffic impact fee table. Once done, resubmit the file back to me. Please just indicate where the updates were made so I can carry it over to the main file that I use. Thank you, Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 9:17 AM To: Nunez, Jacob <jnunez@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: 2023-24 Fee Schedule Jacob – Do you know if the 2023-24 fee schedule document is updated yet? I have some suggested formatting modifications to the traffic impact fee table that I’d like to proposed to make differentiating between the various base fee and sub area fees a little more intuitive. Do you know who in Finance is the lead with that update? Thanks, Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org 136 From:Schwartz, Luke Sent:Wednesday, August 9, 2023 2:49 PM To:Taylor, Brent; Nunez, Jacob; Nichols, Vanessa Subject:RE: 2023-24 Fee Schedule Attachments:Updated Copy of CFS_Luke TIF Edits.xlsx Good catch, that should be “N/A”. Corrected in the attached. Thanks Brent. Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, August 9, 2023 2:36 PM To: Schwartz, Luke <LSchwart@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Nichols, Vanessa <vnichols@slocity.org> Subject: RE: 2023-24 Fee Schedule Luke, I think the changes you made are well needed. This should definitely help to clarify. Only one question related to the Non-Residential Section and seeing some blanks. Not sure if those are supposed to be N/A or have a fee amount listed. Brent Taylor pronouns he/him/his Financial Analyst 137 Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 12:30 PM To: Nunez, Jacob <jnunez@slocity.org>; Nichols, Vanessa <vnichols@slocity.org>; Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Jacob & Brent, See attached proposed revisions to the formatting of the TIF fee table. I did not edit any of the actual fee values, but changed some formatting and footnotes to add some clarity. Let me know if you have any questions or suggested changes. Also looping in Vanessa on this to see if staff responsible for applying the fees have any comments. Thanks, Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org From: Nunez, Jacob <jnunez@slocity.org> Sent: Tuesday, August 8, 2023 9:29 AM To: Schwartz, Luke <LSchwart@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Thank you for sharing. This was also pointed out by another employee at the end of last week. I believe Donre Webb in CDD is working on redirecting this to the most recent schedule. Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 9:27 AM To: Nunez, Jacob <jnunez@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule 138 Thanks! I’ll take a shot at some suggestions and send back your way. If the new schedule is posted already, it looks like the link on this page should be updated: https://www.slocity.org/government/department-directory/community- development/fees Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org From: Nunez, Jacob <jnunez@slocity.org> Sent: Tuesday, August 8, 2023 9:25 AM To: Schwartz, Luke <LSchwart@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Hi Luke, It is posted on the website, and I still need to work on the updates that Brent recommended last week. If you would like to submit updates over to me, then I can include those too. Attached is a file that you can use to reformat the traffic impact fee table. Once done, resubmit the file back to me. Please just indicate where the updates were made so I can carry it over to the main file that I use. Thank you, Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 9:17 AM To: Nunez, Jacob <jnunez@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: 2023-24 Fee Schedule Jacob – Do you know if the 2023-24 fee schedule document is updated yet? I have some suggested formatting modifications to the traffic impact fee table that I’d like to proposed to make differentiating between the various base fee and sub area fees a little more intuitive. Do you know who in Finance is the lead with that update? Thanks, Luke Schwartz, PE Transportation Manager 139 Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org 140 From:Taylor, Brent Sent:Wednesday, August 9, 2023 11:36 AM To:Kazemi, Neema Cc:Parzanese, Joe Subject:RE: Building Permit Report Ok, if the sq ft is actually 0 then that is OK. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, August 9, 2023 11:25 AM To: Taylor, Brent <btaylor@slocity.org> Cc: Parzanese, Joe <jparzanese@slocity.org> Subject: RE: Building Permit Report Hi Brent, I did a quick audit of like ten permits with 0 sq footage and they were all for window retrofits or door replacements. One was a commercial which was for a hood replacement. It looks like I misspoke, seems like our users in the front are pretty good about entering square footage if its applicable. Best, Neema Kazemi System Application Specialist - Energov Information Technology 919 Palm, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Kazemi, Neema Sent: Wednesday, August 9, 2023 9:37 AM To: Taylor, Brent <BTaylor@slocity.org> 141 Cc: Parzanese, Joe <jparzanese@slocity.org> Subject: RE: Building Permit Report Permits have the SQ footage as a default field on the main details, so it totally depends on users filling it out during input. But, there may be SQ footage fields in the additional info that we may fill out as well. Let me see what we got! Best. Neema Kazemi System Application Specialist - Energov Information Technology 919 Palm, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, August 9, 2023 8:51 AM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Parzanese, Joe <jparzanese@slocity.org> Subject: RE: Building Permit Report Hi Neema – no other data needed at this time. Looks good as is, except the blank sq ft fields. Is there any other Sq Ft fields in Energov which we can try to see if it will capture the ones showing 0 sq. ft.? I know it defaults to using this one, but front counter doesn’t always input to that field. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, August 9, 2023 8:14 AM To: Taylor, Brent <btaylor@slocity.org> Cc: Parzanese, Joe <jparzanese@slocity.org> Subject: RE: Building Permit Report Hi Brent, 142 Getting a report with those data points took a few minutes, but is there any fee data you’d like added? Or currently, there is no address information either. I can probably get this finished this morning. For now, the only filters I have are BLDG permit and issuedate after 1/1/2018. Best, Neema Kazemi System Application Specialist - Energov Information Technology 919 Palm, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, August 9, 2023 7:42 AM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Parzanese, Joe <jparzanese@slocity.org> Subject: Building Permit Report Hi Neema, hoping you can help me with putting together a report out of Energov for data that is needed for the Impact Fee Study project which will update our impact fee amounts. Consultant is requesting a report on building permits for time range of 1/1/2018 – current. Main data points needed are issue date, type of construction (SFR, MFR, etc) and the square footage. This would be for building permits only. Is this something you would be able to help me with? Would like to provide the report by Friday if possible. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications 145 From:Nunez, Jacob Sent:Wednesday, August 9, 2023 8:42 AM To:Taylor, Brent Subject:FW: 2023-24 Fee Schedule Attachments:Updated Copy of CFS_Luke TIF Edits.xlsx HI Brent, If possible, would you be able to update the spreadsheet for the fees that needs adjustments, similar to how Luke did. I believe I understood your email that went over the changes that need to be made. However, it is probably a safer bet for you to make any changes directly. Please let me know if possible. Thank you, Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 12:30 PM To: Nunez, Jacob <jnunez@slocity.org>; Nichols, Vanessa <vnichols@slocity.org>; Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Jacob & Brent, See attached proposed revisions to the formatting of the TIF fee table. I did not edit any of the actual fee values, but changed some formatting and footnotes to add some clarity. Let me know if you have any questions or suggested changes. Also looping in Vanessa on this to see if staff responsible for applying the fees have any comments. Thanks, Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org From: Nunez, Jacob <jnunez@slocity.org> Sent: Tuesday, August 8, 2023 9:29 AM To: Schwartz, Luke <LSchwart@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule 146 Thank you for sharing. This was also pointed out by another employee at the end of last week. I believe Donre Webb in CDD is working on redirecting this to the most recent schedule. Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 9:27 AM To: Nunez, Jacob <jnunez@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Thanks! I’ll take a shot at some suggestions and send back your way. If the new schedule is posted already, it looks like the link on this page should be updated: https://www.slocity.org/government/department-directory/community- development/fees Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org From: Nunez, Jacob <jnunez@slocity.org> Sent: Tuesday, August 8, 2023 9:25 AM To: Schwartz, Luke <LSchwart@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: 2023-24 Fee Schedule Hi Luke, It is posted on the website, and I still need to work on the updates that Brent recommended last week. If you would like to submit updates over to me, then I can include those too. Attached is a file that you can use to reformat the traffic impact fee table. Once done, resubmit the file back to me. Please just indicate where the updates were made so I can carry it over to the main file that I use. Thank you, Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 9:17 AM To: Nunez, Jacob <jnunez@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: 2023-24 Fee Schedule 147 Jacob – Do you know if the 2023-24 fee schedule document is updated yet? I have some suggested formatting modifications to the traffic impact fee table that I’d like to proposed to make differentiating between the various base fee and sub area fees a little more intuitive. Do you know who in Finance is the lead with that update? Thanks, Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org 148 From:Kazemi, Neema Sent:Wednesday, August 9, 2023 8:14 AM To:Taylor, Brent Cc:Parzanese, Joe Subject:RE: Building Permit Report Attachments:Allpermitsafter2018.xlsx Hi Brent, Getting a report with those data points took a few minutes, but is there any fee data you’d like added? Or currently, there is no address information either. I can probably get this finished this morning. For now, the only filters I have are BLDG permit and issuedate after 1/1/2018. Best, Neema Kazemi System Application Specialist - Energov Information Technology 919 Palm, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, August 9, 2023 7:42 AM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Parzanese, Joe <jparzanese@slocity.org> Subject: Building Permit Report Hi Neema, hoping you can help me with putting together a report out of Energov for data that is needed for the Impact Fee Study project which will update our impact fee amounts. Consultant is requesting a report on building permits for time range of 1/1/2018 – current. Main data points needed are issue date, type of construction (SFR, MFR, etc) and the square footage. This would be for building permits only. Is this something you would be able to help me with? Would like to provide the report by Friday if possible. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group 149 E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications 167 From:Nunez, Jacob Sent:Tuesday, August 8, 2023 9:25 AM To:Schwartz, Luke Cc:Taylor, Brent Subject:RE: 2023-24 Fee Schedule Attachments:Updated Copy of CFS.xlsx Follow Up Flag:Follow up Flag Status:Completed Hi Luke, It is posted on the website, and I still need to work on the updates that Brent recommended last week. If you would like to submit updates over to me, then I can include those too. Attached is a file that you can use to reformat the traffic impact fee table. Once done, resubmit the file back to me. Please just indicate where the updates were made so I can carry it over to the main file that I use. Thank you, Jacob From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, August 8, 2023 9:17 AM To: Nunez, Jacob <jnunez@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: 2023-24 Fee Schedule Jacob – Do you know if the 2023-24 fee schedule document is updated yet? I have some suggested formatting modifications to the traffic impact fee table that I’d like to proposed to make differentiating between the various base fee and sub area fees a little more intuitive. Do you know who in Finance is the lead with that update? Thanks, Luke Schwartz, PE Transportation Manager Public Works Transportation Planning/Engineering 919 Palm Street, San Luis Obispo, CA 93401-3218 E LSchwartz@slocity.org T 805.781.7190 slocity.org 176 From:Jamie Radcliff <jradcliff@mgtconsulting.com> Sent:Monday, August 7, 2023 11:49 AM To:Aiello, Antonio Cc:Rachel King; Barcenas, Miguel; Boerman, Mychal; Lehman, Chris; Whittington, Shane Subject:RE: [EXTERNAL]Re: Meeting Summary and Tasks 7.24.23 Thanks Antonio! I just sent the invite. Have a great week. Jamie Radcliff Manager Performance SoluƟons Group 432-208-8194 jradcliff@mgtconsulƟng.com Impacting Communities for Good The informaƟon contained in this electronic communicaƟon is intended only for the use of the addressee, and may be a confidenƟal communicaƟon. If you are not the intended recipient, you are hereby noƟfied that you have received this transmiƩal in error; any review, disseminaƟon, distribuƟon, or copying of this transmiƩal is strictly prohibited. From: Aiello, Antonio <AAiello@slocity.org> Sent: Monday, August 7, 2023 1:31 PM To: Jamie Radcliff <jradcliff@mgtconsulting.com> Cc: Cindy Sconce <CSconce@mgtconsulting.com>; Rachel King <rking@mgtconsulting.com>; Barcenas, Miguel <MBarcena@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org>; Whittington, Shane <swhittin@slocity.org> Subject: RE: [EXTERNAL]Re: Meeting Summary and Tasks 7.24.23 Jamie – Let’s schedule for 8/15/2023 from 10am-11am. Best, Antonio Aiello, MBA Financial Analyst CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 177 Public Utilities E: aaiello@slocity.org T: (805) 783-7806 slocity.org Stay connected with the City by signing up for e-notifications From: Jamie Radcliff <jradcliff@mgtconsulting.com> Sent: Monday, August 7, 2023 10:46 AM To: Aiello, Antonio <AAiello@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com>; Rachel King <rking@mgtconsulting.com>; Barcenas, Miguel <MBarcena@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org>; Whittington, Shane <swhittin@slocity.org> Subject: RE: [EXTERNAL]Re: Meeting Summary and Tasks 7.24.23 Hi Antonio- Many times, I can do a 5:00 pm meeting but some days I cannot. I am two hours ahead of you in Central time. Do any of these work for your team? Thank you. Monday August 14th 10 am – 11 am 11 am – 12 pm Tuesday August 15th 10 am – 11 am 11:30 – 12:30 pm Wednesday August 16th 11 am – 12 pm 12 pm – 1 pm 1 pm – 2 pm Jamie Radcliff Manager Performance SoluƟons Group 432-208-8194 jradcliff@mgtconsulƟng.com Impacting Communities for Good The informaƟon contained in this electronic communicaƟon is intended only for the use of the addressee, and may be a confidenƟal communicaƟon. If you are not the intended recipient, you are hereby noƟfied that you have received this transmiƩal in error; any review, disseminaƟon, distribuƟon, or copying of this transmiƩal is strictly prohibited. From: Aiello, Antonio <AAiello@slocity.org> Sent: Friday, August 4, 2023 2:34 PM To: Jamie Radcliff <jradcliff@mgtconsulting.com> 178 Cc: Cindy Sconce <CSconce@mgtconsulting.com>; Rachel King <rking@mgtconsulting.com>; Barcenas, Miguel <MBarcena@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org>; Whittington, Shane <swhittin@slocity.org> Subject: RE: [EXTERNAL]Re: Meeting Summary and Tasks 7.24.23 Jamie- How does 8/8/2023 3-3:30 or 4:30-5 work? Antonio Aiello, MBA Financial Analyst Public Utilities E: aaiello@slocity.org T: (805) 783-7806 slocity.org Stay connected with the City by signing up for e-notifications From: Jamie Radcliff <jradcliff@mgtconsulting.com> Sent: Friday, August 4, 2023 12:05 PM To: Aiello, Antonio <AAiello@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com>; Rachel King <rking@mgtconsulting.com>; Barcenas, Miguel <MBarcena@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org>; Whittington, Shane <swhittin@slocity.org> Subject: RE: [EXTERNAL]Re: Meeting Summary and Tasks 7.24.23 Hi Antonio- My apologies, but we are having difficulty finding availability for everyone at those times. Any other available times on 8/8 or 8/10? Thanks, Jamie Radcliff Manager Performance SoluƟons Group 432-208-8194 jradcliff@mgtconsulƟng.com Impacting Communities for Good The informaƟon contained in this electronic communicaƟon is intended only for the use of the addressee, and may be a confidenƟal communicaƟon. If you are not the intended recipient, you are hereby noƟfied that you have received this transmiƩal in error; any review, disseminaƟon, distribuƟon, or copying of this transmiƩal is strictly prohibited. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 179 From: Aiello, Antonio <AAiello@slocity.org> Sent: Friday, August 4, 2023 11:02 AM To: Jamie Radcliff <jradcliff@mgtconsulting.com> Cc: Cindy Sconce <CSconce@mgtconsulting.com>; Rachel King <rking@mgtconsulting.com>; Barcenas, Miguel <MBarcena@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org>; Whittington, Shane <swhittin@slocity.org> Subject: RE: [EXTERNAL]Re: Meeting Summary and Tasks 7.24.23 Jamie – The availability on our end for next week is as follows: 8/7/2023: 11:00-12:00 8/7/2023: 4:00-5:00 8/9/2023: 1:00-2:00 Please let us know which works best, Kindly, Antonio Aiello, MBA Financial Analyst Public Utilities E: aaiello@slocity.org T: (805) 783-7806 slocity.org Stay connected with the City by signing up for e-notifications From: Whittington, Shane <swhittin@slocity.org> Sent: Thursday, August 3, 2023 5:09 PM To: Jamie Radcliff <jradcliff@mgtconsulting.com>; Aiello, Antonio <AAiello@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com>; Rachel King <rking@mgtconsulting.com>; Barcenas, Miguel <MBarcena@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org> Subject: Re: [EXTERNAL]Re: Meeting Summary and Tasks 7.24.23 Hey! Apologies for the slow reply. (1) What to do with FTEs that are reflecting 0? CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 180 Apologies for the slow reply. We want to include the FTEs you have included as 0. Position FTEs Engineer II 0.89 Engineering Inspector IV 0.89 Environmental Compliance Inspector 2 Environmental Programs Manager 1 Underground Utilities Locator 1 Wastewater Collections System Supervisor 1 I suspect these positions are coming up as 0s because we only partially cover the salaries. Some of these salaries are covered by the General Fund. (2) Are we able to start a shared document? If you would like to send me a document to open in Sharepoint, I am happy to work off a shared file. I was hoping you could use the template that you were going to have us populate as the shared document. But we do have the attached document if you wanted to put this in a centralized place as well. (3) Do we need to share material costs for the identified fees? This is something we will use when we are looking at time and volume. If you wish to use material costs as an element in updating the fee we will look at it. We are happy to defer to your expertise in calculating fees where this is pertinent, but just wanted to note that this has been the historic methodology for calculating fees like Water Meter Cost (.75"). (4) When do we anticipate our next meeting? @Aiello, Antonio can you work with Serenity to identify a time period between 8/7-8/11 that'll work for us? ( (6) Do we need fee categories, or can we just use the fee name (no categories)? No, you do not have to have categories. That is up to you. I think larger fee schedules need them, but yours is small enough if you don’t want them. I think the purpose is just for the reader, to help them quickly identify the fee they are looking for. Understood. We may opt to not have categories then. We will discuss and get back to you. (7) Double Check Sewer WYE Installation current fee amount. (8) Does the Lateral Installation Fee include sewer installation? Check Lateral Installation and Lateral Abandonment Fees, and get additional description of what fee can include. Yes (kind of). A sewer lateral is the pipe that connects a building's plumbing to the City's public sewer main. The fee is the cost of connecting to the City's public sewer main. Lateral abandonment can include the removal of a sewer 181 lateral as determined by the City. The fee is to cover the costs of abandonment when pertinent (i.e. demolition of a building). We can provide more detailed information as needed. Sincerest thanks, Shane Whittington Business Manager Utilities E swhittin@slocity.org T 805.781.7506 slocity.org Stay connected with the City by signing up for e-notifications From: Jamie Radcliff <jradcliff@mgtconsulting.com> Sent: Wednesday, July 26, 2023 10:55 AM To: Whittington, Shane <swhittin@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com>; Rachel King <rking@mgtconsulting.com>; Aiello, Antonio <AAiello@slocity.org>; Barcenas, Miguel <MBarcena@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org> Subject: RE: [EXTERNAL]Re: Meeting Summary and Tasks 7.24.23 Hi Shane! Thanks for the email. I have a few questions for you as well and I will respond to your questions below in blue. The split between indirect/direct salary time at the top of the ICRP is generated by the previous tab. The hourly rates and t he job duties/breaks/training are recorded to identify indirect time and drive the calculations to the next tab. 182 Please advise. Thank you, Shane! Jamie Radcliff Manager Performance Solutions Group 432-208-8194 jradcliff@mgtconsulting.com 183 Impacting Communities for Good The information contained in this electronic communication is intended only for the use of the addressee, and may be a confidential communication. If you are not the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution, or copying of this transmittal is strictly prohibited. From: Whittington, Shane <swhittin@slocity.org> Sent: Wednesday, July 26, 2023 10:38 AM To: Jamie Radcliff <jradcliff@mgtconsulting.com> Cc: Cindy Sconce <CSconce@mgtconsulting.com>; Rachel King <rking@mgtconsulting.com>; Aiello, Antonio <AAiello@slocity.org>; Barcenas, Miguel <MBarcena@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org> Subject: [EXTERNAL]Re: Meeting Summary and Tasks 7.24.23 Hey Jamie! We are still working on the outstanding items that you sent in the summary email. After sitting down with our Deputy Directors, we ended up having a couple of follow up questions-- 1. Are we able to start a shared document? This would be instead of sending back and forth versions of the attached document. We think this will help with version control and information sharing. If you would like to send me a document to open in Sharepoint, I am happy to work off a shared file. 2. Do we need to share material costs for the identified fees? I know we briefly discussed it, and you had mentioned that these costs would be sourced directly from the budget information that was already shared with you. That said, a couple of the fees (i.e. Water Meter Cost (.75")) have historically been tied to exclusively material costs. This does not mean the historic methodology is correct or makes sense, just wanted to make CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 184 sure that we didn't miss anything. This is something we will use when we are looking at time and volume. If you wish to use material costs as an element in updating the fee we will look at it. 3. When do we anticipate our next meeting? Asking to gauge how/when we need to coordinate internally to get the outstanding questions resolved. Please provide your availability the week of the August 7-11th. 4. 5. Do we need fee categories, or can we just use the fee name (no categories)? Again, hoping to lean on your expertise in this matter. We are not particularly tied to the current fee schema if it doesn't make sense. We would be happy to adopt systems of fee organization and updates that have worked for your other customers if it is more optimal. No, you do not have to have categories. That is up to you. I think larger fee schedules need them, but yours is small enough if you don’t want them. I think the purpose is just for the reader, to help them quickly identify the fee they are looking for. Sincerest thanks, Shane Whittington Business Manager Utilities E swhittin@slocity.org T 805.781.7506 slocity.org Stay connected with the City by signing up for e-notifications From: Jamie Radcliff <jradcliff@mgtconsulting.com> Sent: Monday, July 24, 2023 3:03 PM To: Aiello, Antonio <AAiello@slocity.org>; Whittington, Shane <swhittin@slocity.org>; Barcenas, Miguel <MBarcena@slocity.org>; mboermen@slocity.org <mboermen@slocity.org>; Lehman, Chris <clehman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com>; Rachel King <rking@mgtconsulting.com> Subject: Meeting Summary and Tasks 7.24.23 This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Good Afternoon: Thank you for your time today! We are almost there on the design. To recap, please do the following: 185 1. Confirm the categories on the Fee Structure. There are 16 new fees that need to be placed in the two current categories or create new categories if you wish. 2. Double Check Sewer WYE Installation current fee amount. Place under Meter Services? 3. Does the Lateral Installation Fee include sewer installation? Check Lateral Installation and Lateral Abandonment Fees, and get additional description of what fee can include. I will check on the following: 1. Expenditures- legal expenses and materials expense- want to ensure materials for water and sewer installation are included. 2. Check if MGT has determined a methodology for overhead costs and confirm fully burdened hourly rate. 3. Check % on ICRP Please send me your revised Fee Design when you are finished! Thank you, Jamie Radcliff Manager Performance Solutions Group 432-208-8194 jradcliff@mgtconsulting.com Impacting Communities for Good The information contained in this electronic communication is intended only for the use of the addressee, and may be a confidential communication. If you are not the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution, or copying of this transmittal is strictly prohibited. 194 From:Fuchs, Alex Sent:Monday, August 7, 2023 7:39 AM To:Hussey, Gaven Subject:RE: Hussey, Gaven shared "RFP Rate Study 2023" with you. By what date would you like comments? Alex Fuchs Mobility Services Business Manager Public Works 919 Palm Street, San Luis Obispo, CA 93401-3218 E afuchs@slocity.org T 805.783.7877 slocity.org Stay connected with the City by signing up for e-notifications From: Hussey, Gaven <ghussey@slocity.org> Sent: Friday, August 4, 2023 1:38 PM To: Fuchs, Alex <afuchs@slocity.org> Subject: Hussey, Gaven shared "RFP Rate Study 2023" with you. Hussey, Gaven shared a file with you Hi Alex - Here is the draft RFP for the Fee Study. Please take a pass through and make and corrections and/or additions you feel are needed. I know you mentioned an item to me the other week, but I cannot remember what that one was. Thanks. RFP Rate Study 2023 This link will work for anyone in City of San Luis Obispo. 195 Privacy Statement 196 From:SharePoint Online <no-reply@sharepointonline.com> Sent:Sunday, August 6, 2023 5:54 PM To:Bernstorff, Rebecca Subject:Your Teams meeting recording has expired and is now deleted This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. This file is expired and deleted Citywide User and Impact Fee Study Kickoff Meeting (User Fees)- 20230607_100136-Meeting Recording.mp4 You can restore this file from the recycle bin for a limited time You are receiving this message because you either recorded the meeting, organized the meeting, or are an owner of the site where the recording is stored. Learn more about how meeting recordings in Teams expire: Teams Meeting Recordings Auto-Expiration Learn more about how the OneDrive recycle bin works: Restore deleted files or folders in OneDrive Learn more about how the SharePoint recycle bin works: Restore items in the recycle bin that were deleted from SharePoint or Teams Privacy Statement Go to recycle bin 209 From:Hussey, Gaven Sent:Friday, August 4, 2023 1:38 PM To:Fuchs, Alex Subject:Hussey, Gaven shared "RFP Rate Study 2023" with you. Hussey, Gaven shared a file with you Hi Alex - Here is the draft RFP for the Fee Study. Please take a pass through and make and corrections and/or additions you feel are needed. I know you mentioned an item to me the other week, but I cannot remember what that one was. Thanks. RFP Rate Study 2023 This link will work for anyone in City of San Luis Obispo. Privacy Statement Open 210 From:Pringle, Brendan Sent:Friday, August 4, 2023 1:15 PM To:Panchal, Krishna Subject:RE: MGT Invoice 52817 for City of San Luis Obispo Attachments:Contract_Fee Study_FINAL.pdf Follow Up Flag:Follow up Flag Status:Flagged I’m waiting on the w-9. Rebecca reached out to them yesterday. Below is the CMR and contract is attached. CMR - Execute Agreement for User Fee & Impact Fee Study.docx Brendan Pringle Administrative Analyst Parks & Recreation 1341 Nipomo St, San Luis Obispo, CA 93401-3218 E bpringle@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Panchal, Krishna <kpanchal@slocity.org> Sent: Friday, August 4, 2023 9:17 AM To: Pringle, Brendan <bpringle@slocity.org> Subject: RE: MGT Invoice 52817 for City of San Luis Obispo Nope! Please send me the contract to process. From: Pringle, Brendan <bpringle@slocity.org> Sent: Thursday, August 3, 2023 9:15 AM To: Panchal, Krishna <kpanchal@slocity.org> Subject: FW: MGT Invoice 52817 for City of San Luis Obispo Did we already do a PO for MGT (our fee study contractor)? If not, I’ll send you the contract so that you have the full amount; we’ll also need to ask them for the w-9. Brendan Pringle Administrative Analyst 211 Parks & Recreation 1341 Nipomo St, San Luis Obispo, CA 93401-3218 E bpringle@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Thursday, August 3, 2023 8:55 AM To: Pringle, Brendan <bpringle@slocity.org> Subject: FW: MGT Invoice 52817 for City of San Luis Obispo Ask and you shall receive 뇤눎눐눑눒눏 Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Lee Lein Onn <lonn@mgtconsulting.com> Sent: Thursday, August 3, 2023 8:19 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: arinv <arinv@mgtconsulting.com>; Threisy Paredes <tparedes@mgtconsulting.com>; Derrick Sheng <dsheng@mgtconsulting.com>; Patrick Dyer <PDyer@mgtconsulting.com> Subject: MGT Invoice 52817 for City of San Luis Obispo This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hello, We hope that you are doing well. Please find attached invoice 52817 for professional services rendered to your organization. 212 If you’d like further details or have any questions, please reach out to myself as well as the project manager Patrick Dyer at pdyer@mgtconsulting.com Thanks. Kind regards, Lee Lein, OON AR Specialist 4320 West Kennedy Blvd. Tampa, Florida 33609 Email: lonn@mgtconsulting.com 233 From:Panchal, Krishna Sent:Friday, August 4, 2023 9:17 AM To:Pringle, Brendan Subject:RE: MGT Invoice 52817 for City of San Luis Obispo Nope! Please send me the contract to process. From: Pringle, Brendan <bpringle@slocity.org> Sent: Thursday, August 3, 2023 9:15 AM To: Panchal, Krishna <kpanchal@slocity.org> Subject: FW: MGT Invoice 52817 for City of San Luis Obispo Did we already do a PO for MGT (our fee study contractor)? If not, I’ll send you the contract so that you have the full amount; we’ll also need to ask them for the w-9. Brendan Pringle Administrative Analyst Parks & Recreation 1341 Nipomo St, San Luis Obispo, CA 93401-3218 E bpringle@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Thursday, August 3, 2023 8:55 AM To: Pringle, Brendan <bpringle@slocity.org> Subject: FW: MGT Invoice 52817 for City of San Luis Obispo Ask and you shall receive 뇤눎눐눑눒눏 Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications 234 From: Lee Lein Onn <lonn@mgtconsulting.com> Sent: Thursday, August 3, 2023 8:19 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: arinv <arinv@mgtconsulting.com>; Threisy Paredes <tparedes@mgtconsulting.com>; Derrick Sheng <dsheng@mgtconsulting.com>; Patrick Dyer <PDyer@mgtconsulting.com> Subject: MGT Invoice 52817 for City of San Luis Obispo This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hello, We hope that you are doing well. Please find attached invoice 52817 for professional services rendered to your organization. If you’d like further details or have any questions, please reach out to myself as well as the project manager Patrick Dyer at pdyer@mgtconsulting.com Thanks. Kind regards, Lee Lein, OON AR Specialist 4320 West Kennedy Blvd. Tampa, Florida 33609 Email: lonn@mgtconsulting.com 235 257 From:Taylor, Brent Sent:Thursday, August 3, 2023 11:11 AM To:Nunez, Jacob Subject:RE: Development Impact Fees - finding of necessity Hello Jacob, There is a lot of information in this email chain, and a lot does not apply to the correction needed. Here is most basic summary of what needs correction that I can give: Brent Taylor pronouns he/him/his Financial Analyst 258 Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Nunez, Jacob <jnunez@slocity.org> Sent: Thursday, August 3, 2023 10:37 AM To: Taylor, Brent <btaylor@slocity.org> Subject: FW: Development Impact Fees - finding of necessity Hi Brent, It appears that I need to update the Fee Schedule, but I am having a hard time trying to follow along with what needs to happen. Can you provide me with a quick summary of all changes that need to be made? Thank you, Jacob From: Symens, Sadie <ssymens@slocity.org> Sent: Tuesday, August 1, 2023 9:59 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Taylor, Brent <btaylor@slocity.org> Cc: Jackson, Emily <ejackson@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Kersten, Markie <mkersten@slocity.org> Subject: RE: Development Impact Fees - finding of necessity Yes, the error can be corrected for the 2022-23 fee schedule. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, August 1, 2023 9:48 AM To: Taylor, Brent <btaylor@slocity.org>; Symens, Sadie <ssymens@slocity.org> Cc: Jackson, Emily <ejackson@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Kersten, Markie <mkersten@slocity.org> Subject: RE: Development Impact Fees - finding of necessity Thank you, Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org 259 T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Taylor, Brent <btaylor@slocity.org> Sent: Friday, July 28, 2023 2:48 PM To: Symens, Sadie <ssymens@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Jackson, Emily <ejackson@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Kersten, Markie <mkersten@slocity.org> Subject: RE: Development Impact Fees - finding of necessity 260 261 Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Symens, Sadie <ssymens@slocity.org> Sent: Friday, July 28, 2023 2:08 PM To: Taylor, Brent <btaylor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Jackson, Emily <ejackson@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Kersten, Markie <mkersten@slocity.org> Subject: RE: Development Impact Fees - finding of necessity Hi Brent, From: Taylor, Brent <btaylor@slocity.org> Sent: Friday, July 28, 2023 11:52 AM To: Symens, Sadie <ssymens@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Jackson, Emily <ejackson@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Kersten, Markie <mkersten@slocity.org> Subject: RE: Development Impact Fees - finding of necessity ) 262 263  Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Symens, Sadie <ssymens@slocity.org> Sent: Thursday, July 27, 2023 11:59 AM To: Taylor, Brent <btaylor@slocity.org> Subject: RE: Development Impact Fees - finding of necessity Hey Brent – From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, July 26, 2023 8:23 AM To: Symens, Sadie <ssymens@slocity.org> Subject: RE: Development Impact Fees - finding of necessity 264 Let me know if you want to discuss further. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Symens, Sadie <ssymens@slocity.org> Sent: Tuesday, July 25, 2023 5:10 PM To: Taylor, Brent <btaylor@slocity.org> Subject: Development Impact Fees - finding of necessity Hi Brent, Best, Sadie Symens pronouns she/her/hers Deputy City Attorney City Attorney's Office E ssymens@slocity.org slocity.org 265 Stay connected with the City by signing up for e-notifications The information contained in this e-mail message is intended only for the CONFIDENTIAL use of the designated addressee named above. The information transmitted is subject to the attorney-client privilege and/or represents confidential attorney work product. Recipients should not file copies of this email with publicly accessible records. If you are not the designated addressee named above or the authorized agent responsible for delivering it to the designated addressee, you received this document through inadvertent error and any further review, dissemination, distribution or copying of this communication by you or anyone else is strictly prohibited. IF YOU RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY US IMMEDIATELY BY TELEPHONING THE SENDER NAMED ABOVE AT (805) 781-7140. Thank you. 274 From:Pringle, Brendan Sent:Thursday, August 3, 2023 9:58 AM To:Burger, Meghan Subject:RE: P&R Fee Study Calcs Spreadsheet Yes, you can start filling in. I think Devin was waiting because he was prioritizing other things before he left for vacation. Brendan Pringle Administrative Analyst Parks & Recreation 1341 Nipomo St, San Luis Obispo, CA 93401-3218 E bpringle@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Burger, Meghan <mburger@slocity.org> Sent: Thursday, August 3, 2023 9:57 AM To: Pringle, Brendan <bpringle@slocity.org> Subject: RE: P&R Fee Study Calcs Spreadsheet Do you want me to start filling in? Or wait until we meet? From: Pringle, Brendan <bpringle@slocity.org> Sent: Wednesday, August 2, 2023 10:22 AM To: Burger, Meghan <mburger@slocity.org>; Avakian, Greg <gavakian@slocity.org>; Hyfield, Devin <DHyfield@slocity.org> Subject: RE: P&R Fee Study Calcs Spreadsheet Accidentally sent before adding Devin. 뇤눎눐눑눒눏 Brendan Pringle Administrative Analyst Parks & Recreation 1341 Nipomo St, San Luis Obispo, CA 93401-3218 E bpringle@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Pringle, Brendan Sent: Wednesday, August 2, 2023 10:22 AM 275 To: Burger, Meghan <mburger@slocity.org>; Avakian, Greg <gavakian@slocity.org> Subject: P&R Fee Study Calcs Spreadsheet Hi All, This is the sharepoint link to the working document for the Fee Study Calcs: P&R Data CollecƟon Worksheet.xlsx Management team will be meeting next week to discuss. Thanks, Brendan Pringle Administrative Analyst Parks & Recreation 1341 Nipomo St, San Luis Obispo, CA 93401-3218 E bpringle@slocity.org slocity.org Stay connected with the City by signing up for e-notifications 276 From:Pringle, Brendan Sent:Thursday, August 3, 2023 9:15 AM To:Panchal, Krishna Subject:FW: MGT Invoice 52817 for City of San Luis Obispo Attachments:INV_52817.pdf Did we already do a PO for MGT (our fee study contractor)? If not, I’ll send you the contract so that you have the full amount; we’ll also need to ask them for the w-9. Brendan Pringle Administrative Analyst Parks & Recreation 1341 Nipomo St, San Luis Obispo, CA 93401-3218 E bpringle@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Thursday, August 3, 2023 8:55 AM To: Pringle, Brendan <bpringle@slocity.org> Subject: FW: MGT Invoice 52817 for City of San Luis Obispo Ask and you shall receive 뇤눎눐눑눒눏 Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Lee Lein Onn <lonn@mgtconsulting.com> Sent: Thursday, August 3, 2023 8:19 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: arinv <arinv@mgtconsulting.com>; Threisy Paredes <tparedes@mgtconsulting.com>; Derrick Sheng <dsheng@mgtconsulting.com>; Patrick Dyer <PDyer@mgtconsulting.com> Subject: MGT Invoice 52817 for City of San Luis Obispo 277 This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hello, We hope that you are doing well. Please find attached invoice 52817 for professional services rendered to your organization. If you’d like further details or have any questions, please reach out to myself as well as the project manager Patrick Dyer at pdyer@mgtconsulting.com Thanks. Kind regards, Lee Lein, OON AR Specialist 4320 West Kennedy Blvd. Tampa, Florida 33609 Email: lonn@mgtconsulting.com 279 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Wednesday, August 2, 2023 6:08 PM To:Bernstorff, Rebecca Cc:Ruben Rivas; Jamie Radcliff Subject:UF Monthly Status Report Attachments:San Luis Obispo Status Report UF Fee Study 07.31.23.pdf Follow Up Flag:Flag for follow up Flag Status:Completed This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Rebecca I wanted to send you over the UF monthly status report. It really just recaps the acƟvity for each department. All of this has been discussed during our weekly meeƟngs but we like to provide you a summary every month. Let me know if you have any quesƟons. Cindy Sconce (she/her/hers) Director, Performance Solutions Group 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 916.276.8807 Email: csconce@mgtconsulting.com The information contained in this electronic communication is intended only for the use of the addressee, and may be a confidential communication. If you are not the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution, or copying of this transmittal is strictly prohibited. 280 From:Keller, Erin Sent:Wednesday, August 2, 2023 5:09 PM To:Bernstorff, Rebecca Subject:FW: IT Surcharge Fee worksheet - Information for I.T. Follow Up Flag:Follow up Flag Status:Completed Erin Keller Senior Administrative Analyst Community Development EKeller@slocity.org 805.781.7296 Stay connected with the City by signing up for e-notifications From: Cox, Rebecca <rcox@slocity.org> Sent: Wednesday, August 2, 2023 12:01 PM To: Keller, Erin <EKeller@slocity.org>; Loew, Michael <Mloew@slocity.org>; Nichols, Vanessa <vnichols@slocity.org> Cc: Guardado, Miguel <mguardad@slocity.org> Subject: RE: IT Surcharge Fee worksheet - Information for I.T. Hi All, Linked is the completed IT surcharge fee worksheet for your review and any feedback. I added in the cost of the half time EnerGov SAS that CDD and IT have been discussing, which would be a new resource funded through the surcharge. The other items listed on the worksheet are EnerGov related that are currently built into the annual CDD Department budget. I’m including those as informational for the consultant to see if we should be shifting any of the methodology on how we’re utilizing the surcharge. Thanks! Rebecca From: Keller, Erin <EKeller@slocity.org> Sent: Friday, July 28, 2023 9:29 PM To: Loew, Michael <Mloew@slocity.org>; Nichols, Vanessa <vnichols@slocity.org> Cc: Cox, Rebecca <rcox@slocity.org> Subject: Re: IT Surcharge Fee worksheet - Information for I.T. I’ll get you the average for the year on the fees, Rebecca. First thing in 8/1. I get in at 7am and we can review sometime later that day to make the 8/2 deadline. Erin Keller Senior Administrative Analyst Community Development EKeller@slocity.org 805.781.7296 Email sent via mobile office 281 From: Loew, Michael <Mloew@slocity.org> Sent: Friday, July 28, 2023 8:09:33 AM To: Keller, Erin <EKeller@slocity.org>; Nichols, Vanessa <vnichols@slocity.org> Cc: Cox, Rebecca <rcox@slocity.org> Subject: RE: IT Surcharge Fee worksheet - Information for I.T. Hi Erin and Rebecca, I believe that the revenues from all these accounts are captured through Energov. I don’t believe we have another mechanism in which we account for and process fees. Thanks, Mike Loew Deputy Director Chief Building Official Community Development E Mloew@slocity.org T 805.781.7157 slocity.org Stay connected with the City by signing up for e-notifications From: Keller, Erin <EKeller@slocity.org> Sent: Thursday, July 27, 2023 10:12 AM To: Loew, Michael <Mloew@slocity.org>; Nichols, Vanessa <vnichols@slocity.org> Cc: Cox, Rebecca <rcox@slocity.org> Subject: FW: IT Surcharge Fee worksheet - Information for I.T. Q. From Rebecca Cox: Highlighted cell F30 is asking for the average annual building permit revenue (for all fees that receive the surcharge). Here are the average totals from our Revenues… which ones is she needing? Planning & Zoning Fees / Planning Application Fee CD1 SIX YEAR AVERAGE $ 620,224 FOUR YR AVE. Minus FY20 &21 $ 620,518.01 Development Review Various =CD32+ CD34+ and CD8 $ 350,171.31 $ 354,351.80 Dev Review - Urban Forest CD32 Dev Review - Transportation CD34 Dev Review CD8 Building Permits CD7 $ 2,651,518.33 $ 2,451,584.47 Code Enforcement Fees CD22 $ 79,162 $ Infrastructure. Plan Ck/Inspection PW3 $ 1,108,438 $ 994,219.00 Encroachment Permits PW4 $ 327,730.55 $ 282 Engineering Dev. Rev. Fee CD25 $ 134,540.78 $ 143,787.42 Plan Check CD5 $ 1,165,312.25 $ 1,100,198.86 Erin Keller Senior Administrative Analyst Community Development EKeller@slocity.org 805.781.7296 Stay connected with the City by signing up for e-notifications From: Cox, Rebecca <rcox@slocity.org> Sent: Thursday, July 27, 2023 9:49 AM To: Keller, Erin <EKeller@slocity.org> Subject: IT Surcharge Fee worksheet Hi Erin, It was nice bumping into you yesterday afterwork. Linked is the IT surcharge worksheet I was mentioning to you. There is one area I was hoping you could help me with on the revenue side. Highlighted cell F30 is asking for the average annual building permit revenue (for all fees that receive the surcharge). Is that something you can help provide? The spreadsheet is due back to the fee study consultants by Wednesday 8/2. Please let me know if you need more time and I will keep the consultants in the loop of when they can expect it. Thank you! Rebecca Cox pronouns she/her/hers Administrative Analyst Information Technology 919 Palm Street, San Luis Obispo, CA 93401-3218 E rcox@slocity.org T 805.781.7003 slocity.org Stay connected with the City by signing up for e-notifications 283 From:Cox, Rebecca Sent:Wednesday, August 2, 2023 4:50 PM To:Keller, Erin Subject:RE: Fee Updates in EnerGov No worries! If it’s something you need ongoing I would say go for it, but I really only needed it for this fee study exercise. From: Keller, Erin <EKeller@slocity.org> Sent: Wednesday, August 2, 2023 4:08 PM To: Cox, Rebecca <rcox@slocity.org> Subject: RE: Fee Updates in EnerGov I’ll try and make a pivot table, and maybe we can work with NEEMA on a PowerBI copy that will give us the data in real-time the way we want it …. More user friendly…. Standby. This might take me a bit. LOL. We are all swamped at the moment. EK Erin Keller Senior Administrative Analyst Community Development EKeller@slocity.org 805.781.7296 Stay connected with the City by signing up for e-notifications From: Cox, Rebecca <rcox@slocity.org> Sent: Wednesday, August 2, 2023 1:59 PM To: Keller, Erin <EKeller@slocity.org> Subject: RE: Fee Updates in EnerGov Attached is a copy of the data. Let me know if you have any ideas! The only way I’ve thought of how to identify is going line by line and comparing to the fee schedule. From: Keller, Erin <EKeller@slocity.org> Sent: Wednesday, August 2, 2023 12:09 PM To: Cox, Rebecca <rcox@slocity.org> Subject: RE: Fee Updates in Entergov OH NO!! I am glad you could reverse Engineer and get to the answer but at the same time having the info at your finger tips and then not being able to sort … stinks!! I have a PoweBI license….. is there a way I can have a copy that then I can sort the fees …. Using my lic? Or is it more complicated than that? Erin Keller Senior Administrative Analyst Community Development EKeller@slocity.org 805.781.7296 Stay connected with the City by signing up for e-notifications 284 From: Cox, Rebecca <rcox@slocity.org> Sent: Wednesday, August 2, 2023 12:05 PM To: Keller, Erin <EKeller@slocity.org> Subject: RE: Fee Updates in Entergov Hi! Thanks for sending me this info! I wasn’t able to export the information either because I am not an ‘owner’ of that power BI, but Neema was able to extract the data for me. After I received the report I realized it was pulling all the fees, and not just the fees that the IT surcharge is applied to. I ended up reverse engineering the building permit average by using the surcharge totals to get the final number dialed in. Rebecca From: Keller, Erin <EKeller@slocity.org> Sent: Tuesday, August 1, 2023 4:08 PM To: Cox, Rebecca <rcox@slocity.org> Subject: FW: Fee Updates in Entergov Erin Keller Senior Administrative Analyst Community Development EKeller@slocity.org 805.781.7296 Stay connected with the City by signing up for e-notifications From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, July 19, 2023 9:37 AM To: Keller, Erin <EKeller@slocity.org> Subject: RE: Fee Updates in Entergov Hi Erin, Sorry for the delay as I’ve been out sick and bene playing catch up! We have a couple PowerBI reports that I believe were created for finance here: hƩps://slocitycloud.sharepoint.com/sites/SLOHub/Apps/EnerGov/Dashboards/SitePages/Traffic -Impact-F.aspx Fees by GL account is the report under there that seems to be the one being used the most. We might also have some other reports that break fees down further by permit and GL, but let me know if this works for your purpose. Also, we can always schedule a 30 min meeting to jump into EnerGov and see what we can find in the system. However, the ‘advanced search’ in EnerGov is super limited in my opinion. Best, Neema Kazemi System Application Specialist - Energov 285 Information Technology 919 Palm, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Keller, Erin <EKeller@slocity.org> Sent: Wednesday, July 12, 2023 8:42 AM To: Kazemi, Neema <nkazemi@slocity.org> Subject: Fee Updates in Entergov Hi Neema, Is there a mapping document that shows where the fees are going and how they are calculated? Or do we CDD (Admin) do the calcs and the fees are stagnant in Entergov? I have this teller report … that tells me number of fees collected but it doesn’t explain how it’s broken out…. What portion of the fee was collected. – more detail Like how do I associate the projects with the permits … and find out what the fees tie to in Entergov? Erin Keller pronouns she/her/hers Senior Administrative Analyst Community Development E EKeller@slocity.org T 805.781.7296 slocity.org Stay connected with the City by signing up for e-notifications 290 From:Barcenas, Miguel Sent:Wednesday, August 2, 2023 9:06 AM To:Aiello, Antonio; Boerman, Mychal; Lehman, Chris Cc:Whittington, Shane; Bernstorff, Rebecca Subject:RE: UT User Fees - Labor Hours I am done with the Engineering and Planning portion of the cost of service fees. From: Aiello, Antonio <AAiello@slocity.org> Sent: Tuesday, July 25, 2023 12:53 PM To: Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org> Cc: Barcenas, Miguel <MBarcena@slocity.org>; Whittington, Shane <swhittin@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: UT User Fees - Labor Hours Mychal – The goal is to have this completed by August 3rd. There is still an update from consultant pending. If you or Chris think that this is too soon, we should be able to adjust. Antonio Aiello, MBA Financial Analyst Public Utilities E: aaiello@slocity.org T: (805) 783-7806 slocity.org Stay connected with the City by signing up for e-notifications From: Boerman, Mychal <mboerman@slocity.org> Sent: Tuesday, July 25, 2023 12:30 PM To: Aiello, Antonio <AAiello@slocity.org>; Lehman, Chris <clehman@slocity.org> Cc: Barcenas, Miguel <MBarcena@slocity.org>; Whittington, Shane <swhittin@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: UT User Fees - Labor Hours Hi Antonio – When is this due? From: Aiello, Antonio <AAiello@slocity.org> Sent: Monday, July 24, 2023 3:00 PM To: Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org> Cc: Barcenas, Miguel <MBarcena@slocity.org>; Whittington, Shane <swhittin@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: UT User Fees - Labor Hours Hello, The next step for UT User Fee Study will be to fill in the attached spreadsheet: UƟliƟes User Fees.xlsx 291 Please indicate Staff Time (In Hours) and Position Title for each task. Feel free to forward to whomever you feel would have the knowledge to complete. I will be in touch with any other steps / actions needed for the study. Let me know if I can be of assistance. Kindly, Antonio Aiello, MBA Financial Analyst Public Utilities E: aaiello@slocity.org T: (805) 783-7806 slocity.org Stay connected with the City by signing up for e-notifications 292 From:Ruben Rivas <RRivas@mgtconsulting.com> Sent:Tuesday, August 1, 2023 10:21 AM To:Loew, Michael; Nichols, Vanessa; Keller, Erin Cc:Bernstorff, Rebecca; Georgia Borison Subject:Time Estimates - Due 8/18 Attachments:Building & Safety User Fee Model FY24 7.11.23 (1).xlsx; ca slo county_building_UF21_FInal.xlsx This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Thank you for your time today. Attached is the model you'll have to fill out. I also attached the San Luis Obispo County finished model for reference. The due date to send back to following data is 8/18. Like always, let me know if you have any questions and/or if you need more time once the due date approaches. Taks:  Fill out time estimates on table 2. Fixed fees. Remember we're looking for an average time/estimate (in hours). o Feel free to add columns, if needed. o Feel free to add rows if you want to add new fees  Provide annual volume counts for FY 22-23. By fee category.  Fill out data on table 1. Anything highlighted in yellow needs to be filled out. o Percentages of annual efforts spent on each category for each staff member - Doesn't have to be 100% but can't be more than 100%. Some staff listed may not have any percentage allocated (if they are only admin in nature for example) o On row 60 you need to provide the total annual square footage for all projects for each category. o On row 60 provide the "typical" square feet for the typical project under each category.  On row 68 please provide the fee associated for the typical project you listed on row 60 (plan review and inspection fees) Thanks again for your help with this. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com 309 From:Taylor, Brent Sent:Tuesday, August 1, 2023 7:43 AM To:Leni Zarate; David Taussig; Richard Ruiz Cc:Bernstorff, Rebecca; CSconce@mgtconsulting.com; Colleen Liao Subject:RE: City of San Luis Obispo - Impact Fee Study Hi Leni – here is the link to the folder we dropped all documents from first request. According to Colleens emails when setting up the SharePoint for us, you, David, and Richard should also have access to this. City of San Luis Obispo - Impact Fee Study - Document Request #1 - All Documents (sharepoint.com) Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Leni Zarate <Leni@financedta.com> Sent: Monday, July 31, 2023 5:23 PM To: Taylor, Brent <btaylor@slocity.org>; David Taussig <david@financedta.com>; Richard Ruiz <richard@financedta.com> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; CSconce@mgtconsulting.com; Colleen Liao <colleen@financedta.com> Subject: RE: City of San Luis Obispo - Impact Fee Study Thank you, Brent. I do have the correct email. Now I need to work with Colleen to access the data. Sincerely, Leni Zarate Vice President 310 P: 800-969-4DTA C: 18201 Von Karman Ave, Suite 220 Irvine, CA 92612 Leni@financedta.com Did we meet your expectations? From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, June 21, 2023 4:59 PM To: David Taussig <david@financedta.com>; Richard Ruiz <richard@financedta.com>; Leni Zarate <Leni@financedta.com> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; CSconce@mgtconsulting.com; Colleen Liao <colleen@financedta.com> Subject: RE: City of San Luis Obispo - Impact Fee Study Hi David, I was able to upload the requested documents to the SharePoint site that Colleen helped set up. Let me know if you don’t see them show up on your end. One item to note - a lot of the information can be found on city webpage, so there is one word document which contains links to relevant items requested. Hopefully we got everything you need to get started, please reach out if there is additional information that is needed. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: David Taussig <david@financedta.com> Sent: Tuesday, June 20, 2023 9:10 PM To: Taylor, Brent <btaylor@slocity.org>; richard@finacedta.com Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; CSconce@mgtconsulting.com; Leni Zarate <Leni@financedta.com>; Colleen Liao <colleen@financedta.com> Subject: Re: City of San Luis Obispo - Impact Fee Study This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. 311 Hi Brent - Thanks for reaching out. If the documents can be emailed, can you email them to me, Richard Ruiz and Leni Zarate of my staff. Leni's email is leni@financedta.com. If not, Colleen Liao of my staff can provide you with directions to provide us with the information on line. David David Taussig CEO/President P: 800-969-4DTA 100 Bayview Circle, Suite 100 Newport Beach, CA 92660 david@financedta.com From: Taylor, Brent <btaylor@slocity.org> Sent: Tuesday, June 20, 2023 8:06 AM To: richard@finacedta.com <richard@finacedta.com>; David Taussig <david@financedta.com> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; CSconce@mgtconsulting.com <CSconce@mgtconsulting.com> Subject: City of San Luis Obispo - Impact Fee Study Hi Richard/ David, Regarding the City of San Luis Obispo Impact Fee Study, we have gathered the preliminary list of documents required and would like to send those to your group for review. Please let me know the best way to get these to DTA? Thank you. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org 312 Stay connected with the City by signing up for e-notifications Disclaimer The information contained in this communication from the sender is confidential. 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