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Home My WebLink AboutBatch 3 emails [redacted]From:Malicoat, Debbie To:Nichols, Vanessa; Loew, Michael Cc:Tway, Timothea (Timmi) Subject:Building fees - final review Date:Tuesday, April 30, 2024 11:23:05 AM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png image007.png Importance:High Hi Building Friends! We’re in the home stretch and I have a few requests of you at this time. Hopefully these are relatively easy and can be completed quickly. We’re hoping to get the proposed fees populated to the website by Wednesday, May 1st. Utilizing this file below there are two tabs related to Building & Safety – “Building Fixed” and Building” Comprehensive Fee Schedule 2024 Fee Study.xlsx Please take a look at the current and proposed fees to make sure I’ve captured them correctly. Also, two quick follow up questions – I also tagged Vanessa in these as comments: 1. Line 98 describes Site Work – Grading 1 – 1000 Cubic Yards and line 99 has Each additional 10,000 Cubic Yards. Is Line 98 supposed to be the first 10,000 or 1,000? 2. Line 134 has something called AMMR (found under fire fees). What does AMMR stand for? And do we still need the parenthetical reference to fire fees? Thanks very much, please let me know if you have any questions. Debbie Debbie Malicoat pronouns she/her/hers Deputy Director of Finance/Controller Finance 990 Palm, San Luis Obispo, CA 93401-3218 E dmalicoa@slocity.org T 805.781.7127 slocity.org Stay connected with the City by signing up for e-notifications From:Tway, Timothea (Timmi) To:Malicoat, Debbie; Nichols, Vanessa; Loew, Michael Subject:RE: Building fees - final review Date:Tuesday, April 30, 2024 1:31:00 PM Attachments:image002.png image003.png image004.png image005.png image006.png image007.png image008.png Hi Debbie, I think we took care of #1. For #2, AMMR stands for Alternative Means and Methods Request. I do not know if we need the reference to fire fees, but maybe Vanessa or Mike know. Thanks! Timothea (Timmi) Tway Director of Community Development Community Development 919 Palm, San Luis Obispo, CA 93401-3249 E TTway@slocity.org T 805.781.7187 slocity.org Stay connected with the City by signing up for e-notifications From: Malicoat, Debbie <dmalicoa@slocity.org> Sent: Tuesday, April 30, 2024 11:23 AM To: Nichols, Vanessa <vnichols@slocity.org>; Loew, Michael <Mloew@slocity.org> Cc: Tway, Timothea (Timmi) <TTway@slocity.org> Subject: Building fees - final review Importance: High Hi Building Friends! We’re in the home stretch and I have a few requests of you at this time. Hopefully these are relatively easy and can be completed quickly. We’re hoping to get the proposed fees populated to the website by Wednesday, May 1st. Utilizing this file below there are two tabs related to Building & Safety – “Building Fixed” and Building” Comprehensive Fee Schedule 2024 Fee Study.xlsx Please take a look at the current and proposed fees to make sure I’ve captured them correctly. Also, two quick follow up questions – I also tagged Vanessa in these as comments: 1. Line 98 describes Site Work – Grading 1 – 1000 Cubic Yards and line 99 has Each additional 10,000 Cubic Yards. Is Line 98 supposed to be the first 10,000 or 1,000? 2. Line 134 has something called AMMR (found under fire fees). What does AMMR stand for? And do we still need the parenthetical reference to fire fees? Thanks very much, please let me know if you have any questions. Debbie Debbie Malicoat pronouns she/her/hers Deputy Director of Finance/Controller Finance 990 Palm, San Luis Obispo, CA 93401-3218 E dmalicoa@slocity.org T 805.781.7127 slocity.org Stay connected with the City by signing up for e-notifications From:Loew, Michael To:Tony Rice II Cc:Erquiaga, Josh Subject:Upcoming Energov Projects Date:Saturday, May 4, 2024 12:54:00 PM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png SLO - EPL Fee Updates Custom Field Clean-up (PCG LOE).msg Hi Tony, I had a chance to talk with Josh and Timmi since we spoke earlier this week. We hope to begin working on the fee structure update as soon as the middle of June, with a need to go live by October 1st. Can you provide us with a quote for what it would take to have you manage this project for us? We intend to have PCG do this work for us. Attached is a copy of their quote for the project for you to reference. We also discussed picking back up on eReviews. We would like to have you lead this effort for us. However, we do not currently have a scheduled start date for this project. I can definitively say that it will not overlap with the fee update project, so we will not try to start this effort until at least October. We will be working on setting up a time with Josh to join one of our CDD leadership meetings to discuss the project and staff’s capacity. This will likely take place sometime in June or July, and I will make sure we reach out to you to see if you are available to join in on the conversation. Thanks again for checking in with me this week, I look forward to chatting again soon. Michael 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:Loew, Michael To:Erquiaga, Josh Cc:Tway, Timothea (Timmi) Subject:Follow up on Tony"s involvement in Fee Update Date:Saturday, May 4, 2024 1:22:21 PM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png SLO - EPL Fee Updates Custom Field Clean-up (PCG LOE).msg Hi Josh, Sorry for all the emails! After reviewing Building and Safety’s budget, I think it makes sense to use Tony on the fee update project if his quote comes back at 100 hours or less. This would cost the city $20k since his current rate is $200/hour. This has nothing to do with Haley or her capabilities. I believe it makes sense to have a resource that is solely dedicated to this effort since we have a strict timeline. However, I will defer the final decision on who should manage this effort to you. Thanks, Michael 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: Loew, Michael Sent: Saturday, May 4, 2024 12:55 PM To: Tony Rice II <tony@archerstreet.com> Cc: Erquiaga, Josh <JErquiag@slocity.org> Subject: Upcoming Energov Projects Hi Tony, I had a chance to talk with Josh and Timmi since we spoke earlier this week. We hope to begin working on the fee structure update as soon as the middle of June, with a need to go live by October 1st. Can you provide us with a quote for what it would take to have you manage this project for us? We intend to have PCG do this work for us. Attached is a copy of their quote for the project for you to reference. We also discussed picking back up on eReviews. We would like to have you lead this effort for us. However, we do not currently have a scheduled start date for this project. I can definitively say that it will not overlap with the fee update project, so we will not try to start this effort until at least October. We will be working on setting up a time with Josh to join one of our CDD leadership meetings to discuss the project and staff’s capacity. This will likely take place sometime in June or July, and I will make sure we reach out to you to see if you are available to join in on the conversation. Thanks again for checking in with me this week, I look forward to chatting again soon. Michael 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:Tony Rice II To:Loew, Michael Cc:Erquiaga, Josh Subject:Re: Upcoming Energov Projects Date:Monday, May 6, 2024 8:00:40 AM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png Estimate 1001 - City of San Luis Obispo.pdf This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hello Mike, I hope you had a great weekend. It was great catching up with you. Thank you for the update. Attached is an estimate that gives you a bucket of hours from mid-June until the end of the year, so you have some flexibility in case things change. I discounted the rate to match PCG. Please let me know if you have any questions. Thanks again. Tony Rice II CEO | Archer Street tony@archerstreet.com | 202.215.7295 archerstreet.com On Sat, May 4, 2024 at 12:54 PM Loew, Michael <Mloew@slocity.org> wrote: Hi Tony, I had a chance to talk with Josh and Timmi since we spoke earlier this week. We hope to begin working on the fee structure update as soon as the middle of June, with a need to go live by October 1st. Can you provide us with a quote for what it would take to have you manage this project for us? We intend to have PCG do this work for us. Attached is a copy of their quote for the project for you to reference. We also discussed picking back up on eReviews. We would like to have you lead this effort for us. However, we do not currently have a scheduled start date for this project. I can definitively say that it will not overlap with the fee update project, so we will not try to start this effort until at least October. We will be working on setting up a time with Josh to join one of our CDD leadership meetings to discuss the project and staff’s capacity. This will likely take place sometime in June or July, and I will make sure we reach out to you to see if you are available to join in on the conversation. Thanks again for checking in with me this week, I look forward to chatting again soon. Michael 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:Malicoat, Debbie To:Tway, Timothea (Timmi); Loew, Michael; Nichols, Vanessa Subject:URM Seismic Fee Date:Monday, May 6, 2024 10:48:00 AM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png image007.png All, The current fee schedule has two fees that seem to me, in my uneducated mind, to be duplicative. They are both related to seismic strengthening of unreinforced masonry buildings, I’d like to upload the proposed fee schedules to the website today so that as we get out into more community groups people have access to the information. For the time being, I’m going to hide fee 123 and leave fee 97 showing up on the schedule, but please let me know what we need to do for the final version – are they duplicated? If they’re different, let’s define what makes them different. Thanks, Debbie Debbie Malicoat pronouns she/her/hers Deputy Director of Finance/Controller Finance 990 Palm, San Luis Obispo, CA 93401-3218 E dmalicoa@slocity.org T 805.781.7127 slocity.org From:Loew, Michael To:Malicoat, Debbie Subject:Automatic reply: URM Seismic Fee Date:Monday, May 6, 2024 10:48:42 AM I will be out of the office until Monday 5/13/2024. If you need more immediate assistance, please reach out to the following: Permitting and Plan Review - Vanessa Nichols - Permit Counter Supervisor: vnichols@slocity.org Building Inspections and Certificate of Occupancy - Trevor Nelson - Building Inspection Sueprvisor: tnelson@slocity.org Code Enforcement and Neighborhood Services - John Mezzapesa - Deputy Building Official: jmezzape@slocity.org From:Malicoat, Debbie To:Department Heads; Corey, Tyler; Cohen, Rachel; Leveille, Brian; Loew, Michael; Nichols, Vanessa; LaFreniere, Matt; Vert, Nicole; Hyfield, Devin; Tolley, Meghan; Honer-Hollstien, Lily; Pringle, Brendan; Ellsworth, Melissa; Schwartz, Luke; Nelson, Brian; Nunez, Jacob; Holcomb, Kelly; Purrington, Teresa; Aiello, Antonio Subject:User Fee Study - Final MGT report Date:Tuesday, May 7, 2024 4:46:48 PM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png image007.png All, Hot off the presses is the “I promise it’s the last version” final report from MGT. I have not yet read it, but I will and I’m asking each of you to also read and review it. If there is anything egregiously wrong, please let me know. If it’s only a little wrong, we’ll handle it via the Council Agenda Report and note that our recommendation differs from MGT’s or that they missed analysis of a certain fee or their math is incorrect (or whatever is wrong). City of San Luis Obispo Report of Findings Revised Draft 05-06-24_.docx Please review and provide all comments by end of day, Wednesday, May 15th. If for some reason you are unable to meet this deadline, please let me know right away. Thanks, Debbie Debbie Malicoat pronouns she/her/hers Deputy Director of Finance/Controller Finance 990 Palm, San Luis Obispo, CA 93401-3218 E dmalicoa@slocity.org T 805.781.7127 slocity.org Stay connected with the City by signing up for e-notifications From:Malicoat, Debbie To:Corey, Tyler; Cohen, Rachel; Leveille, Brian; Loew, Michael; Nichols, Vanessa; LaFreniere, Matt; Vert, Nicole; Hyfield, Devin; Tolley, Meghan; Honer-Hollstien, Lily; Pringle, Brendan; Ellsworth, Melissa; Schwartz, Luke; Nelson, Brian; Nunez, Jacob; White, Kelly; Purrington, Teresa; Aiello, Antonio Cc:Department Heads Subject:Fee study CAR Date:Thursday, May 9, 2024 12:23:00 PM Attachments:image002.png image003.png image004.png image005.png image006.png image007.png image001.png Hi Fee Study Friends! Next up – the Council Agenda Report for the Public Hearing. The link below is a document Rebecca started and I’ve been working on updating it, but so far I’ve got a lot of notes to myself about things we need to make sure we include or highlight and not a lot of real content yet. The current timeline is for the study to go to Council on July 2nd. This means that the CAR is due for routing in e-scribe on June 10th. I have a family trip to Washington DC June 1st – 9th, so I need to get the CAR wrapped up by the end of the month, including coordination with all of you for review and concurrence. I’ll begin tagging people in the document for requested language, edits or review. If you have some time and capacity to assist with drafting the CAR, I will not say no to your assistance. Otherwise, I’ll just tag you as needed. 7-2-24 CC Public Hearing_User Fee Study.docx Thanks!! Debbie Debbie Malicoat pronouns she/her/hers Deputy Director of Finance/Controller Finance 990 Palm, San Luis Obispo, CA 93401-3218 E dmalicoa@slocity.org T 805.781.7127 slocity.org Stay connected with the City by signing up for e-notifications From:Malicoat, Debbie To:Tway, Timothea (Timmi); Nichols, Vanessa; Loew, Michael Subject:Prototype comparisons Date:Thursday, May 16, 2024 10:47:00 AM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png image007.png I was able to get Ruben to send me their file for the prototypes and the fee schedules they used in calculating the comparisons to other agencies, and Vanessa helped me confirm which occupancies/building types we should be using in new calculations. I’ve recalculated some adjusted square footage examples that would be more in alignment with real life examples. If you’re interested, I’ve linked it below. Timmi, please advise if you want me to replace the tables in the MGT report with these numbers. SLO Building Prototype Comparison Survey from MGT-amended by DM.xlsx Thanks, Debbie Debbie Malicoat pronouns she/her/hers Deputy Director of Finance/Controller Finance 990 Palm, San Luis Obispo, CA 93401-3218 E dmalicoa@slocity.org T 805.781.7127 slocity.org Stay connected with the City by signing up for e-notifications From:Tway, Timothea (Timmi) To:Malicoat, Debbie; Nichols, Vanessa; Loew, Michael Subject:RE: Prototype comparisons Date:Thursday, May 16, 2024 11:14:22 AM Attachments:image002.png image003.png image004.png image005.png image006.png image007.png image008.png Hi Debbie, I think these numbers are much more in line with the size of projects that we tend to see, vs. what MGT previously had in the report. I recommend using what you have here. Thanks Timothea (Timmi) Tway Director of Community Development Community Development 919 Palm, San Luis Obispo, CA 93401-3249 E TTway@slocity.org T 805.781.7187 slocity.org Stay connected with the City by signing up for e-notifications From: Malicoat, Debbie <dmalicoa@slocity.org> Sent: Thursday, May 16, 2024 10:48 AM To: Tway, Timothea (Timmi) <TTway@slocity.org>; Nichols, Vanessa <vnichols@slocity.org>; Loew, Michael <Mloew@slocity.org> Subject: Prototype comparisons I was able to get Ruben to send me their file for the prototypes and the fee schedules they used in calculating the comparisons to other agencies, and Vanessa helped me confirm which occupancies/building types we should be using in new calculations. I’ve recalculated some adjusted square footage examples that would be more in alignment with real life examples. If you’re interested, I’ve linked it below. Timmi, please advise if you want me to replace the tables in the MGT report with these numbers. SLO Building Prototype Comparison Survey from MGT-amended by DM.xlsx Thanks, Debbie Debbie Malicoat pronouns she/her/hers Deputy Director of Finance/Controller Finance 990 Palm, San Luis Obispo, CA 93401-3218 E dmalicoa@slocity.org T 805.781.7127 slocity.org Stay connected with the City by signing up for e-notifications From:Leveille, Brian To:Loew, Michael Cc:Corey, Tyler Subject:FW: Example Projects for Planning and Building Fees Date:Thursday, May 23, 2024 6:54:27 AM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png Hi Mike, I think you’ve already been briefed on this effort. Let me know if not. Here’s the example projects we can use below. I’ll start working on the Planning fees part. This should be fairly straightforward as its just a building and planning fee comparison for the fee study update and we don’t need to do anything for impact fees, in lieu, etc. Let me know if you have any questions. Sounds like we should try to get this done by the end of the day. Thanks Brian Leveille From: Cohen, Rachel <rcohen@slocity.org> Sent: Wednesday, May 22, 2024 5:23 PM To: Leveille, Brian <bleveill@slocity.org> Cc: Corey, Tyler <tcorey@slocity.org> Subject: Example Projects for Planning and Building Fees Hi Brian and Tyler- Here is a list of projects that I think will work for this exercise: New single family house - BLDG-3222-2023 (1415 Hansen Ln) (Enclave), BLDG-3069- 2023 (1614 Sydney St) (infill) New Multi-family development - BLDG-1824-2022 & ARCH-0472-2021 (835 El Capitan Wy) (10 unit apartment), West Creek (aka Vintage) 1299 Orcutt Rd ARCH-0071-2017 (This project includes multifamily and single family) – Building creates a permit for every building in a multifamily development so I don’t know how to pinpoint all the permits. Mixed Use – ARCH-0366-2021 & BLDG-2023-2022 (2800 Broad) (new three-story mixed- use project consisting of 20 residential units, and 2,158 of commercial space) Commercial - BLDG-0441-2020 & ARCH-0430-2019 (862 Aerovista Pl) Good Luck! Rachel Cohen pronouns she/her/hers Senior Planner Community Development 919 Palm Street, San Luis Obispo, CA 93401-3218 E rcohen@slocity.org T 805.781.7574 slocity.org Stay connected with the City by signing up for e-notifications From:Leveille, Brian To:Loew, Michael Subject:FW: User Fee Study - Final MGT report Date:Thursday, May 23, 2024 10:41:00 AM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png image007.png See below. You got this a while back. Thanks From: Malicoat, Debbie <dmalicoa@slocity.org> Sent: Tuesday, May 7, 2024 4:47 PM To: Department Heads <DepartmentHeads@slocity.org>; Corey, Tyler <tcorey@slocity.org>; Cohen, Rachel <rcohen@slocity.org>; Leveille, Brian <bleveill@slocity.org>; Loew, Michael Mloew@slocity.org>; Nichols, Vanessa <vnichols@slocity.org>; LaFreniere, Matt mlafreni@slocity.org>; Vert, Nicole <nvert@slocity.org>; Hyfield, Devin <DHyfield@slocity.org>; Tolley, Meghan <MTolley@slocity.org>; Honer-Hollstien, Lily <lhoner@slocity.org>; Pringle, Brendan bpringle@slocity.org>; Ellsworth, Melissa <mellswor@slocity.org>; Schwartz, Luke LSchwart@slocity.org>; Nelson, Brian <BNelson@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; White, Kelly <kwhite@slocity.org>; Purrington, Teresa <TPurring@slocity.org>; Aiello, Antonio AAiello@slocity.org> Subject: User Fee Study - Final MGT report All, Hot off the presses is the “I promise it’s the last version” final report from MGT. I have not yet read it, but I will and I’m asking each of you to also read and review it. If there is anything egregiously wrong, please let me know. If it’s only a little wrong, we’ll handle it via the Council Agenda Report and note that our recommendation differs from MGT’s or that they missed analysis of a certain fee or their math is incorrect (or whatever is wrong). City of San Luis Obispo Report of Findings Revised Draft 05-06-24_.docx Please review and provide all comments by end of day, Wednesday, May 15th. If for some reason you are unable to meet this deadline, please let me know right away. Thanks, Debbie Debbie Malicoat pronouns she/her/hers Deputy Director of Finance/Controller Finance 990 Palm, San Luis Obispo, CA 93401-3218 E dmalicoa@slocity.org T 805.781.7127 slocity.org Stay connected with the City by signing up for e-notifications From:Leveille, Brian To:Corey, Tyler Cc:Loew, Michael Subject:updated Fee comparison sheet Date:Thursday, May 23, 2024 4:35:51 PM Attachments:Planning and Building fees comparison spreadsheet.xlsx image001.png image002.png image003.png image004.png image005.png image006.png Here’s the updated spreadsheet with percentages fixed (Duh!) and those minor edits we talked about. Thanks Brian Leveille Senior Planner Community Development Long Range Planning 919 Palm Street, San Luis Obispo, CA 93401-3218 E bleveille@slocity.org T 805.781.7166 slocity.org Stay connected with the City by signing up for e-notifications From:Keller, Erin To:Loew, Michael Subject:For Tomorrow - Council Adoption of Supplemental Budget - Building & Safety Information Date:Monday, June 3, 2024 10:56:00 AM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png image007.png Hi, Here is information that will be published as a part of the supplemental budget that pertains to Building and Safety, I wanted you to be aware of: CDD SOBC approvals: Changes from Financial Plan Staff is recommending three changes to the adopted 2023 25 Financial Plan in order to continue to provide the same level of service to the public in critical work program areas. 2.00 FTE positions, a Building and Safety Inspector and Stormwater Inspector are recommended, due to the ongoing increased demand for inspection services resulting from the high level of building in the community, as well as the regulatory requirements related to stormwater compliance for these construction projects. I sent you the fleet information – CIP but here it is again: New Fleet CDD Building & Safety (3 new vehicles): $98,000 The Community Development Department recommends the addition of three new fleet vehicles to the Building and Safety Division, funded through operational savings. The first vehicle is needed for a new full-time Building Inspector position, currently a contract role, to manage the unprecedented levels of inspection demands. This role requires consistent and reliable transportation to various construction sites for timely and effective inspections. The second vehicle is to replace a grey fleet vehicle (a 2002 Rav4), which is currently used by the building inspection team. Reliable transportation is critical for the building inspection team as the majority of their work is in the field visiting various project sites. The third vehicle is for a Stormwater Code Enforcement Officer, who currently uses a pool vehicle. This officer is responsible for ensuring compliance with Federal, State, and regional stormwater regulations at private construction sites, addressing deficiencies that led to a Notice of Violation from the Regional Water Quality Control Board. A dedicated fleet vehicle is necessary to maintain inspection standards and respond promptly to any compliance issues. These additions are crucial to meet the growing operational needs of the Building and Safety Division and to uphold the City's commitment to safety and regulatory compliance. Source: Financial Plan to be Adopted: https://pub- slocity.escribemeetings.com/filestream.ashx?DocumentId=13699 Respectfully, Erin Keller pronouns she/her/hers Senior Business Analyst Community Development E EKeller@slocity.org T 805.781.7296 slocity.org Stay connected with the City by signing up for e-notifications From:Keller, Erin To:Tway, Timothea (Timmi) Cc:Corey, Tyler; Loew, Michael; Stowe, Lala Subject:CDD Budget Update as of 6.3.2024 Date:Monday, June 3, 2024 5:01:00 PM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png image007.png image008.png image009.png image010.png image011.png On track for revenues. With one month to go in expenditures, here are the available balances dept-wide. End of Year Memo came out ( 2024 Year End Memo.pdf) and here are the important dates to remember: Let me know if you have any questions. Respectfully, Erin Keller pronouns she/her/hers Senior Business Analyst Community Development E EKeller@slocity.org T 805.781.7296 slocity.org Stay connected with the City by signing up for e-notifications From:Keller, Erin To:Loew, Michael Subject:Keller, Erin shared "4004 4006 Budget Coordination Meeting 6.5.24 " with you Date:Wednesday, June 5, 2024 1:50:30 PM Attachments:AttachedImage AttachedImage AttachedImage AttachedImage AttachedImage Keller, Erin invited you to edit a file Budget Meeting Notes 4004 4006 Budget Coordination Meeting 6.5.24 This invite will only work for you and people with existing access. Open Share Privacy Statement From:Keller, Erin To:Tway, Timothea (Timmi); Jackson, Emily; Kuhn, Riley; Malicoat, Debbie; Loew, Michael Subject:CDD FY24 EOY and Carryover (FY25) Budget Discussion with Finance Per Timmi: Updated Date and Time We updated the date and time to ensure we have proper time to follow instructions and meet EOY timelines. Email Agenda/Questions to follow this meeting notice – so you know the types of questions we will be asking. We want to ensure that we adhere to the financial guidelines for FY24 EOY and receive guidance on Carryover for FY25. This meeting is scheduled for “in person,” but we can teams you in if necessary. Please forward this meeting to the staff you want to present. Microsoft Teams Need help? <https://aka.ms/JoinTeamsMeeting?omkt=en-US> Join the meeting now <https://teams.microsoft.com/l/meetup- join/19%3ameeting_NGY4MmQ5ZWEtYWVhYi00MzkzLTkxOTEtMGVlMDNmOTNlNTNj%40thread.v2/0? context=%7b%22Tid%22%3a%22a78b182d-94e4-4507-a9a9-330dcb148164%22%2c%22Oid%22%3a%22d523c867-eace-4f4a-846d- 84b6ccdce1cf%22%7d> Meeting ID: 235 626 193 696 Passcode: CkLQdw For organizers: Meeting options <https://teams.microsoft.com/meetingOptions/?organizerId=d523c867-eace-4f4a-846d- 84b6ccdce1cf&tenantId=a78b182d-94e4-4507-a9a9- 330dcb148164&threadId=19_meeting_NGY4MmQ5ZWEtYWVhYi00MzkzLTkxOTEtMGVlMDNmOTNlNTNj@thread.v2&messageId=0&language=en- US> From:Tony Rice II To:Loew, Michael Cc:Erquiaga, Josh Subject:Re: Upcoming Energov Projects Date:Tuesday, June 18, 2024 1:01:54 PM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png image007.png image008.png image009.png Ok sounds good. Thanks for the update. Tony Rice II CEO | Archer Street tony@archerstreet.com | 202.215.7295 archerstreet.com On Tue, Jun 18, 2024 at 9:23 AM Loew, Michael <Mloew@slocity.org> wrote: Hi Tony, We do not anticipate needing your support for the fee update. However, we will need your help to complete the remaining tasks for eReviews. I am working on allocating the necessary funds to accomplish this with PCG and I have a meeting with Timmi and our Finance department tomorrow. I will get back to you at the end of the week with more information, but as of now we do not anticipate starting this work effort until at least October of this year. 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: Tony Rice II <tony@archerstreet.com> Sent: Tuesday, June 18, 2024 8:00 AM To: Loew, Michael <Mloew@slocity.org> Cc: Erquiaga, Josh <jerquiag@slocity.org> Subject: Re: Upcoming Energov Projects This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hello Mike, I hope your week is going well. I wanted to check-in to see if you had any updates. I look forward to hearing from you. Thank you. Tony Rice II CEO | Archer Street tony@archerstreet.com | 202.215.7295 archerstreet.com On Mon, May 6, 2024 at 8:00 AM Tony Rice II <tony@archerstreet.com> wrote: Hello Mike, I hope you had a great weekend. It was great catching up with you. Thank you for the update. Attached is an estimate that gives you a bucket of hours from mid-June until the end of the year, so you have some flexibility in case things change. I discounted the rate to match PCG. Please let me know if you have any questions. Thanks again. Tony Rice II CEO | Archer Street tony@archerstreet.com | 202.215.7295 archerstreet.com On Sat, May 4, 2024 at 12:54 PM Loew, Michael <Mloew@slocity.org> wrote: Hi Tony, I had a chance to talk with Josh and Timmi since we spoke earlier this week. We hope to begin working on the fee structure update as soon as the middle of June, with a need to go live by October 1st. Can you provide us with a quote for what it would take to have you manage this project for us? We intend to have PCG do this work for us. Attached is a copy of their quote for the project for you to reference. We also discussed picking back up on eReviews. We would like to have you lead this effort for us. However, we do not currently have a scheduled start date for this project. I can definitively say that it will not overlap with the fee update project, so we will not try to start this effort until at least October. We will be working on setting up a time with Josh to join one of our CDD leadership meetings to discuss the project and staff’s capacity. This will likely take place sometime in June or July, and I will make sure we reach out to you to see if you are available to join in on the conversation. Thanks again for checking in with me this week, I look forward to chatting again soon. Michael 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 To:Tway, Timothea (Timmi); Loew, Michael; Corey, Tyler; Stowe, Lala Cc:Kuhn, Riley Subject:CDD Budget Update - June Revenues and Expenditures Date:Wednesday, June 19, 2024 4:56:34 PM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png image007.png image008.png image009.png Initial June Revenue Totals: 95% collected/received Department Expenditures with one more paycheck to go in June. Source: CDD Monthly Budget Review.xlsx Feel free to let me know if you have any questions. Respectfully, Erin Keller pronouns she/her/hers Senior Business Analyst Community Development E EKeller@slocity.org T 805.781.7296 slocity.org Stay connected with the City by signing up for e-notifications From:Keller, Erin To:Tway, Timothea (Timmi); Stowe, Lala; Loew, Michael; Corey, Tyler Subject:CDD Budget Update and Re-occurring Budget Meetings Date:Thursday, June 27, 2024 4:01:57 PM Attachments:image001.png image002.png image003.png image004.png image005.png image006.png image007.png Good afternoon, This is close to our end-of-year budget totals since there are no payrolls left this fiscal year and only three days to spend. (Besides paying outstanding invoices) More updates: No change to the revenues still at 95% Collected. All Purchase Orders have been combed through and open POs identified and submitted to Finance– Thanks to Lala’s team ALL BARs have been processed for FY24. We have one outstanding CMR, but all FY24 CMRs have been approved and processed. A total of 10 in FY24 were submitted and approved!! Intern CMR is waiting for Whitney’s signature – everyone else signed off – This is a FY25 CMR Per Timmi’s direction, I will be setting up monthly recurring budget meetings with you. Meeting notices to follow. Respectfully, Erin Keller pronouns she/her/hers Senior Business Analyst Community Development E EKeller@slocity.org T 805.781.7296 slocity.org Stay connected with the City by signing up for e-notifications From:Keller, Erin To:Loew, Michael; Nichols, Vanessa Subject:Building & Safety Budget Check-in Microsoft Teams Need help? <https://aka.ms/JoinTeamsMeeting?omkt=en-US> Join the meeting now <https://teams.microsoft.com/l/meetup- join/19%3ameeting_MDlkYzc0YWUtM2U2OS00YTk4LTg5MTgtNjVhOTI3YTY1MzAz%40thread.v2/0? context=%7b%22Tid%22%3a%22a78b182d-94e4-4507-a9a9-330dcb148164%22%2c%22Oid%22%3a%22d523c867-eace-4f4a-846d- 84b6ccdce1cf%22%7d> Meeting ID: 268 231 488 804 Passcode: 9FQbdn For organizers: Meeting options <https://teams.microsoft.com/meetingOptions/?organizerId=d523c867-eace-4f4a-846d- 84b6ccdce1cf&tenantId=a78b182d-94e4-4507-a9a9- 330dcb148164&threadId=19_meeting_MDlkYzc0YWUtM2U2OS00YTk4LTg5MTgtNjVhOTI3YTY1MzAz@thread.v2&messageId=0&language=en- US>