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1 From:Horn, Matt Sent:Thursday, November 16, 2023 9:31 AM To:Bernstorff, Rebecca; 'Cindy Sconce' Subject:RE: SLO UF - Public Works Cross Support on Engineering Fees Attachments:SLO Engineering Time Estimates- PW Cross Support 11-14-23.xlsx Rebecca and Cindy, I’ve updated the attached document in consultation with Inspection staff. Updated information is in the green cells. There is a large difference in time between the two fee studies since all of our staff that completes this work has transitioned. Inspectors that used to do much more plan check activities and those staff have retired and have been replaced by inspectors that largely complete inspection work only. Additionally, there has been a 45% cost increase in construction cost between 2017 and 2023, meaning $500k of work now only gets you half as much as it didn’t back in 2017. Thanks, Matt Matt Horn Director of Public Works 919 Palm Street, San Luis Obispo, CA 93401-3218 E mhorn@slocity.org T 805.781.7191 -----Original Appointment----- From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, November 15, 2023 11:29 AM To: Bernstorff, Rebecca; Bernstorff, Rebecca; 'Cindy Sconce'; Horn, Matt Subject: SLO UF - Public Works Cross Support on Engineering Fees When: Thursday, November 16, 2023 9:00 AM-9:30 AM (UTC-08:00) Pacific Time (US & Canada). Where: Microsoft Teams Meeting ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: Download Teams | Join on the web Or call in (audio only) + Find a local number | Reset PIN 2 Learn More | Meeting options ________________________________________________________________________________ _____________________________________________ From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, November 15, 2023 11:28 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Horn, Matt <mhorn@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Thanks Rebecca. I am open from 9-10 and our meeting with Engineering is at 11 so if we can meet from 9-9:30 tomorrow that would be wonderful. 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. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, November 15, 2023 11:07 AM To: Cindy Sconce <CSconce@mgtconsulting.com> Cc: Horn, Matt <mhorn@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, Our PW Director let me know that Manny is leaving the City, so he’s been a little detached in email responses as he wraps up his time here. Matt will help us fill in the missing pieces for PW. I’m thinking a quick 30 min call can resolve most questions – looking at Matt and my calendar, tomorrow are you available from 9am-11am? Thanks! Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 3 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, November 14, 2023 2:59 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Thank you Trae for filling in some of our blanks today. Manny, Trae mentioned that there are several fees that you work on as well. Would you mind taking a look at the attached spreadsheet and letting me know on average how much time you might spent on the fees listed? I’m sorry for the tight turn around time. We have a meeting Thursday to review the fee results with Engineering and are hoping we could receive your time estimates by COB Wed. 11/15. 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:55 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: Re: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, I’m already off work for today. I can do tomorrow 2:30 if that works for you? Get Outlook for iOS CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 4 From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, November 13, 2023 3:35:35 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much time you typically spend that would be great. You will not need to list any time for anything you don’t work on. I am free today after 4 pm or tomorrow 10 am or anytime after 2 pm. Let me know and I can set up a Teams meeting. Thanks Trae 뤳륝륟률륡륞 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 5 Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their time spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am attaching a spreadsheet that shows the list of the fees as well as what the time estimates were back in FY17 (the time is in hours). I am hoping that you can list your average time spent to provide the service under column Q. Since this is your first time seeing this information, I am happy to jump on a call and walk through the process with you and answer any questions you may have. I apologize for the tight turn around, but I am trying to wrap up these time estimates by Tuesday 11/14 if possible. We have a follow up meeting with Engineering on Thursday 11/16 and would like to include your time if possible. Thank you for any information you can provide. 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 6 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. 7 From:Jamie Radcliff <jradcliff@mgtconsulting.com> Sent:Thursday, November 16, 2023 7:39 AM To:Whittington, Shane; Barcenas, Miguel; Boerman, Mychal; Lehman, Chris; Bernstorff, Rebecca; Aiello, Antonio Cc:Rachel King; Cindy Sconce Subject:RE: [EXTERNAL]Re: Review Utilities Draft 2 Attachments:Utilities_SLO UF MODEL-Draft 2.xlsm Good Morning Everyone: Attached is the DRAFT 2 Model for your review. I have inserted a tab for the Comparison Survey (and another for the backup documentation). The fees you requested to compare are shown on this tab along with their corresponding costs from other agencies if available. Please let us know if there are any other questions or changes to be made. There is a clean column for notes. I know most people will be out next week due to the holidays, but if we could finalize the full cost numbers by Monday November 27th we will stay on schedule! Happy holidays! 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: Whittington, Shane <swhittin@slocity.org> Sent: Tuesday, November 7, 2023 6:48 PM To: Jamie Radcliff <jradcliff@mgtconsulting.com>; Barcenas, Miguel <MBarcena@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Aiello, Antonio <AAiello@slocity.org> Cc: Rachel King <rking@mgtconsulting.com>; Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]Re: Review Utilities Draft 2 Thank you for setting up the follow up meeting Jamie! CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 8 Attached is a spreadsheet with the UT Department's comments (see column I). It can also be found at the following link: Utilities User Fees.xlsx Regarding Disconnect/Reconnect Fees for Non-Payment, I found the following fee schedules for comparable entities-- Santa Barbara Pismo Beach Paso Robles Ventura Grover Beach If you have any questions, I am happy to jump on a call. Sincerest thanks, Shane Whittington Business Manager To help protect your priv acy, Microsoft Office prevented automatic download of this picture from the Internet.City of San Luis Obispo Utilities E swhittin@slocity.org T 805.781.7506 slocity.org To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.Facebook To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.Instagram To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.Twitter Stay connected with the City by signing up for e-notifications From: Jamie Radcliff Sent: Thursday, October 26, 2023 10:00 AM To: Jamie Radcliff <jradcliff@mgtconsulting.com>; Whittington, Shane <swhittin@slocity.org>; Barcenas, Miguel <MBarcena@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Aiello, Antonio <AAiello@slocity.org> Cc: Rachel King <rking@mgtconsulting.com>; Cindy Sconce <CSconce@mgtconsulting.com> Subject: Review Utilities Draft 2 When: Wednesday, November 15, 2023 10:00 AM-11:00 AM. Where: Microsoft Teams Meeting This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. ________________________________________________________________________________ Microsoft Teams meeting 9 Join on your computer, mobile app or room device Click here to join the meeting Meeting Download Teams | Join on the web Learn More | Meeting options ________________________________________________________________________________ 10 From:Guzman, Manuel Sent:Thursday, November 16, 2023 7:23 AM To:Cindy Sconce; Christensen, Trae; Bernstorff, Rebecca Subject:RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Morning Cindy – I don’t do any inspections or plan checks for private projects. Everything listed in the table from my group is provided by Trae and Chase Montoya and I know that you have talked to both of them. Manny Guzman, P.E. City of San Luis Obispo E mguzman@slocity.org T 805.781.7423 C 805-540.0446 From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Tuesday, November 14, 2023 2:59 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Thank you Trae for filling in some of our blanks today. Manny, Trae mentioned that there are several fees that you work on as well. Would you mind taking a look at the attached spreadsheet and letting me know on average how much time you might spent on the fees listed? I’m sorry for the tight turn around time. We have a meeting Thursday to review the fee results with Engineering and are hoping we could receive your time estimates by COB Wed. 11/15. 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:55 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: Re: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees 11 Hi Cindy, I’m already off work for today. I can do tomorrow 2:30 if that works for you? Get Outlook for iOS From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, November 13, 2023 3:35:35 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much time you typically spend that would be great. You will not need to list any time for anything you don’t work on. I am free today after 4 pm or tomorrow 10 am or anytime after 2 pm. Let me know and I can set up a Teams meeting. Thanks Trae 뤳륝륟률륡륞 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 12 From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their time spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am attaching a spreadsheet that shows the list of the fees as well as what the time estimates were back in FY17 (the time is in hours). I am hoping that you can list your average time spent to provide the service under column Q. Since this is your first time seeing this information, I am happy to jump on a call and walk through the process with you and answer any questions you may have. I apologize for the tight turn around, but I am trying to wrap up these time estimates by Tuesday 11/14 if possible. We have a follow up meeting with Engineering on Thursday 11/16 and would like to include your time if possible. Thank you for any information you can provide. 13 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. 14 From:Taylor, Brent Sent:Wednesday, November 15, 2023 5:48 PM To:Ellsworth, Melissa Cc:Bernstorff, Rebecca Subject:RE: PD Impact Fees Thank you, I have sent to DTA and requested updated Police fee Calculation. Consultant has been out sick this week, so might take a bit longer for response. 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, November 15, 2023 4:00 PM To: Taylor, Brent <btaylor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: PD Impact Fees Hi Brent, Attached is the updated sheet which includes the 1106 building. Thanks Melissa From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, November 15, 2023 3:45 PM To: Ellsworth, Melissa <mellswor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: PD Impact Fees Hi Melissa – based on the latest inventory sheet that you provided DTA, this building was not included in the inventory even though it was owned at the time the inventory sheet was completed. Was there a reason why you originally omitted from the inventory sheet? Please update the attached inventory sheet to include this building & land and I will send to DTA for update to the fee. You indicated the building is 37,897 sq ft, however, I think that is the parcel size not the building size so you can convert that to acres and report under the Land section, but you will need to research and determine the actual square footage of the building and add to the Buildings Section. The appraisal completed when purchased should indicate the actual building size & land size (both can be included in the inventory). I found this online and reports building sq ft as 10,985. 1106-1120 Walnut St, SLO - Anderson Commercial Real Estate Services. 15 This is a significant increase to building square footage, and would significantly increase fee under LOS methodology – my estimation is this would increase from Police Impact Fee from current calc of $0.38/sq. ft. to around $0.53/ sq ft. 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 4:36 PM To: Taylor, Brent <btaylor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: PD Impact Fees Hi Brent, I was talking to Chief about the Impact Fee Study and he brought up the square footage of the building across the street that we just acquired earlier this year. I don’t know if that was included in the Police square footage that the consultant is using in their calculations. Please see attached, but the square footage is 37,897. Can you please reach out and make sure they have this information? Thank you! 16 Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 17 From:Taylor, Brent Sent:Wednesday, November 15, 2023 5:23 PM To:Richard Ruiz; Leni Zarate Cc:Bernstorff, Rebecca Subject:FW: PD Impact Fees - City of SLO Attachments:Police Inventory Request_Impact Fee Study as of 11-15-23.xlsx Hi Richard – In review of the Police Fee calculation, it was determined that a significant sized building was originally not included on the inventory spreadsheet provided. Please see attached Inventory Spreadsheet which reflects an additional building sq ft and land acres. This will add over 10,000 additional sq ft to calculation which we expect to significantly change the fee. Can you please provide updated fee calculation for Police Fee utilizing the updated inventory list? Thank you. 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, November 15, 2023 4:00 PM To: Taylor, Brent <btaylor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: PD Impact Fees Hi Brent, Attached is the updated sheet which includes the 1106 building. Thanks Melissa From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, November 15, 2023 3:45 PM To: Ellsworth, Melissa <mellswor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: PD Impact Fees Hi Melissa – based on the latest inventory sheet that you provided DTA, this building was not included in the inventory even though it was owned at the time the inventory sheet was completed. Was there a reason why you originally omitted from the inventory sheet? Please update the attached inventory sheet to include this building & land and I will send to DTA for update to the fee. 18 You indicated the building is 37,897 sq ft, however, I think that is the parcel size not the building size so you can convert that to acres and report under the Land section, but you will need to research and determine the actual square footage of the building and add to the Buildings Section. The appraisal completed when purchased should indicate the actual building size & land size (both can be included in the inventory). I found this online and reports building sq ft as 10,985. 1106-1120 Walnut St, SLO - Anderson Commercial Real Estate Services. This is a significant increase to building square footage, and would significantly increase fee under LOS methodology – my estimation is this would increase from Police Impact Fee from current calc of $0.38/sq. ft. to around $0.53/ sq ft. 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 4:36 PM To: Taylor, Brent <btaylor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: PD Impact Fees Hi Brent, I was talking to Chief about the Impact Fee Study and he brought up the square footage of the building across the street that we just acquired earlier this year. I don’t know if that was included in the Police square footage that the consultant is using in their calculations. Please see attached, but the square footage is 37,897. 19 Can you please reach out and make sure they have this information? Thank you! Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 20 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Wednesday, November 15, 2023 4:38 PM To:Pringle, Brendan Cc:Hyfield, Devin; Avakian, Greg; Tolley, Meghan Subject:SLO P&R UF Model and Reports Attachments:P&R Data Collection Worksheet.xlsx; San Luis Obispo UF Parks & Rec FY23 11-15-23.xlsm; PW Maintenance Costs for P&R Programs Back-up .xlsx; San Luis Obispo UF Parks & Rec FY23 11-15-23 Report.xlsx Follow Up Flag:Follow up Flag Status:Completed This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hello Everyone AƩached are the following documents for your review and comment. As a reminder, I am to receive any changes/comments no later than Friday, Dec. 1st. Revised UF model (I made a couple of tweaks) The report for each fee The P&R data collecƟon worksheet which shows the 5 allocated per posiƟon and the expenditure breakdowns to each of the categories The PW Maintenance Costs for P&R Programs. This shows the breakdown of the Public Works costs and Facili Ɵes costs coming into the department Please let me know if you have any ques Ɵons. 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. 21 From:Ellsworth, Melissa Sent:Wednesday, November 15, 2023 4:00 PM To:Taylor, Brent Cc:Bernstorff, Rebecca Subject:RE: PD Impact Fees Attachments:Police Inventory Request_Impact Fee Study as of 11-15-23.xlsx Hi Brent, Attached is the updated sheet which includes the 1106 building. Thanks Melissa From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, November 15, 2023 3:45 PM To: Ellsworth, Melissa <mellswor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: PD Impact Fees Hi Melissa – based on the latest inventory sheet that you provided DTA, this building was not included in the inventory even though it was owned at the time the inventory sheet was completed. Was there a reason why you originally omitted from the inventory sheet? Please update the attached inventory sheet to include this building & land and I will send to DTA for update to the fee. You indicated the building is 37,897 sq ft, however, I think that is the parcel size not the building size so you can convert that to acres and report under the Land section, but you will need to research and determine the actual square footage of the building and add to the Buildings Section. The appraisal completed when purchased should indicate the actual building size & land size (both can be included in the inventory). I found this online and reports building sq ft as 10,985. 1106-1120 Walnut St, SLO - Anderson Commercial Real Estate Services. This is a significant increase to building square footage, and would significantly increase fee under LOS methodology – my estimation is this would increase from Police Impact Fee from current calc of $0.38/sq. ft. to around $0.53/ sq ft. 22 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 4:36 PM To: Taylor, Brent <btaylor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: PD Impact Fees Hi Brent, I was talking to Chief about the Impact Fee Study and he brought up the square footage of the building across the street that we just acquired earlier this year. I don’t know if that was included in the Police square footage that the consultant is using in their calculations. Please see attached, but the square footage is 37,897. Can you please reach out and make sure they have this information? Thank you! Melissa Ellsworth Senior Business Analyst 23 Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 24 From:Taylor, Brent Sent:Wednesday, November 15, 2023 3:45 PM To:Ellsworth, Melissa Cc:Bernstorff, Rebecca Subject:RE: PD Impact Fees Attachments:Police Inventory Request_Impact Fee Study as of 9-06-23.xlsx Hi Melissa – based on the latest inventory sheet that you provided DTA, this building was not included in the inventory even though it was owned at the time the inventory sheet was completed. Was there a reason why you originally omitted from the inventory sheet? Please update the attached inventory sheet to include this building & land and I will send to DTA for update to the fee. You indicated the building is 37,897 sq ft, however, I think that is the parcel size not the building size so you can convert that to acres and report under the Land section, but you will need to research and determine the actual square footage of the building and add to the Buildings Section. The appraisal completed when purchased should indicate the actual building size & land size (both can be included in the inventory). I found this online and reports building sq ft as 10,985. 1106-1120 Walnut St, SLO - Anderson Commercial Real Estate Services. This is a significant increase to building square footage, and would significantly increase fee under LOS methodology – my estimation is this would increase from Police Impact Fee from current calc of $0.38/sq. ft. to around $0.53/ sq ft. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 25 slocity.org Stay connected with the City by signing up for e-notifications From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 4:36 PM To: Taylor, Brent <btaylor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: PD Impact Fees Hi Brent, I was talking to Chief about the Impact Fee Study and he brought up the square footage of the building across the street that we just acquired earlier this year. I don’t know if that was included in the Police square footage that the consultant is using in their calculations. Please see attached, but the square footage is 37,897. Can you please reach out and make sure they have this information? Thank you! Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 28 From:Schwartz, Luke Sent:Wednesday, November 15, 2023 12:58 PM To:Bernstorff, Rebecca Cc:Taylor, Brent Subject:RE: SLO UF Timeline to Adoption Thanks, yes I will update this with my best estimate of schedule moving forward. 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: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, November 15, 2023 11:03 AM To: Schwartz, Luke <LSchwart@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: SLO UF Timeline to Adoption Here’s that excel spreadsheet – the “Nov-June Timeline (Impact)” is yours to modify! Timeline - Fee Study.xlsx 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: Bernstorff, Rebecca Sent: Wednesday, November 8, 2023 3:50 PM 29 To: Schwartz, Luke <LSchwart@slocity.org> Cc: Taylor, Brent <BTaylor@slocity.org> Subject: RE: SLO UF Timeline to Adoption Hey Luke, Were you able to land on some TIF dates/milestones? I want to provide direction to DTA on my regular check in with them on Monday afternoon on timelines and expectations from them. 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: Schwartz, Luke <LSchwart@slocity.org> Sent: Wednesday, November 1, 2023 4:00 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: SLO UF Timeline to Adoption Thanks Rebecca. Let me try and work out a more detailed schedule w/ milestone dates for the TIF and let’s chat next week about how well this aligns with those dates. 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: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 31, 2023 1:25 PM To: Schwartz, Luke <LSchwart@slocity.org> 30 Cc: Taylor, Brent <btaylor@slocity.org> Subject: FW: SLO UF Timeline to Adoption Hi Luke, I promised to get this to you, and wanted to share our timeline (the first 4 bullets are related to the user fees) but this i s our actionable approach to getting the fees adopted and effective by July 1, 2024. We had a check in today with DTA and were discussing timeline and if we need to pull TIF out. Can I get your thoughts around this timeline and if its possible to execute? Happy to talk through it more next week if that’s helpful. 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: Monday, October 30, 2023 4:15 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Ruben Rivas <RRivas@mgtconsulting.com>; Jamie Radcliff <jradcliff@mgtconsulting.com> Subject: SLO UF Timeline to Adoption This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Rebecca Here are the dates we discussed during our User Fee check-in. I have circulated them with my team and as long as you can help push for quick turn arounds for us we will do our best to meet the Ɵmeline below: 1st draŌs to all be presented no later than 11/10 Comments due by no later than 11/17 2nd draŌs to be presented no later than 11/22 (11/23 is Thanksgiving) Full Cost to be finalized no later than 11/30 Dec/Jan – City to perform Stakeholder Outreach Feb. 20th - 90 minute work session for City Council – MGT to present (pending what feedback you get from City Manager but we suggest presenƟng methodology and results and leƫng Council know that you’ve performed some stakeholder outreach) City Council March 19th – 1st introducƟon City Council April 2nd – AdopƟon 31 Let us know if this will work for you. We will do our best to try and wrap things up by 11/30 and then we will start working on our report. 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. 32 From:Harnett, Natalie Sent:Wednesday, November 15, 2023 12:24 PM To:Taylor, Brent Cc:Bernstorff, Rebecca; Jackson, Emily Subject:RE: Infrastructure Finance Monthly Update Meeting Hi Brent, As follow-up to our meeting this morning, there are no expectations for the Impact Fee or CFD funds at mid-year unless you have an update for Council or are requesting additional funding. The quarterly reports are focused on the major funds. We can include a link to the report to the AB 1600 report if we want. As for the fee study, I’m sure Whitney and Rebecca already have this on the radar, but we should consider the implications if the CBRT measure passes when moving forward with the adoption of the new fees. I believe it will require an extra step of doing so via ordinance in addition to some other restrictions. Some resources attached below, and the consultants can probably advise on what to do. Taxpayer ProtecƟon and Government Accountability Act https://www.calcities.org/news/post/2023/08/09/an-existential-threat-to-cities-is-on-the-2024-ballot Thank you, Natalie From: Taylor, Brent <btaylor@slocity.org> Sent: Tuesday, November 14, 2023 4:04 PM To: Harnett, Natalie <nharnett@slocity.org> Subject: Infrastructure Finance Monthly Update Meeting Hi Natalie – Here are a few topics for discussion for tomorrow’s update meeting: - Mid-Year Review and requirements for CFD Funds and Impact Fee Funds, Rebecca and I are not clear on what expectations are for these funds and what information you will need from us. - Status update – AB 1600 Annual Report successes and struggles - Status update – Impact Fee Study project 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 33 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Wednesday, November 15, 2023 11:28 AM To:Bernstorff, Rebecca Cc:Horn, Matt Subject:RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Thanks Rebecca. I am open from 9-10 and our meeting with Engineering is at 11 so if we can meet from 9-9:30 tomorrow that would be wonderful. 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. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, November 15, 2023 11:07 AM To: Cindy Sconce <CSconce@mgtconsulting.com> Cc: Horn, Matt <mhorn@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, Our PW Director let me know that Manny is leaving the City, so he’s been a little detached in email responses as he wraps up his time here. Matt will help us fill in the missing pieces for PW. I’m thinking a quick 30 min call can resolve most questions – looking at Matt and my calendar, tomorrow are you available from 9am-11am? Thanks! Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 34 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, November 14, 2023 2:59 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Thank you Trae for filling in some of our blanks today. Manny, Trae mentioned that there are several fees that you work on as well. Would you mind taking a look at the attached spreadsheet and letting me know on average how much time you might spent on the fees listed? I’m sorry for the tight turn around time. We have a meeting Thursday to review the fee results with Engineering and are hoping we could receive your time estimates by COB Wed. 11/15. 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:55 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: Re: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, I’m already off work for today. I can do tomorrow 2:30 if that works for you? Get Outlook for iOS CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 35 From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, November 13, 2023 3:35:35 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much time you typically spend that would be great. You will not need to list any time for anything you don’t work on. I am free today after 4 pm or tomorrow 10 am or anytime after 2 pm. Let me know and I can set up a Teams meeting. Thanks Trae 뤳륝륟률륡륞 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 36 Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their time spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am attaching a spreadsheet that shows the list of the fees as well as what the time estimates were back in FY17 (the time is in hours). I am hoping that you can list your average time spent to provide the service under column Q. Since this is your first time seeing this information, I am happy to jump on a call and walk through the process with you and answer any questions you may have. I apologize for the tight turn around, but I am trying to wrap up these time estimates by Tuesday 11/14 if possible. We have a follow up meeting with Engineering on Thursday 11/16 and would like to include your time if possible. Thank you for any information you can provide. 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 37 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:Bernstorff, Rebecca Sent:Wednesday, November 15, 2023 11:07 AM To:Cindy Sconce Cc:Horn, Matt Subject:RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Attachments:SLO Engineering Time Estimates- PW Cross Support 11-14-23.xlsx Hi Cindy, Our PW Director let me know that Manny is leaving the City, so he’s been a little detached in email responses as he wraps up his time here. Matt will help us fill in the missing pieces for PW. I’m thinking a quick 30 min call can resolve most questions – looking at Matt and my calendar, tomorrow are you available from 9am-11am? 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, November 14, 2023 2:59 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Thank you Trae for filling in some of our blanks today. Manny, Trae mentioned that there are several fees that you work on as well. Would you mind taking a look at the attached spreadsheet and letting me know on average how much time you might spent on the fees listed? I’m sorry for the tight turn around time. We have a meeting Thursday to review the fee results with Engineering and are hoping we could receive your time estimates by COB Wed. 11/15. 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 39 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: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:55 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: Re: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, I’m already off work for today. I can do tomorrow 2:30 if that works for you? Get Outlook for iOS From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, November 13, 2023 3:35:35 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much time you typically spend that would be great. You will not need to list any time for anything you don’t work on. I am free today after 4 pm or tomorrow 10 am or anytime after 2 pm. Let me know and I can set up a Teams meeting. Thanks Trae 뤳륝륟률륡륞 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 40 Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 41 Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their time spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am attaching a spreadsheet that shows the list of the fees as well as what the time estimates were back in FY17 (the time is in hours). I am hoping that you can list your average time spent to provide the service under column Q. Since this is your first time seeing this information, I am happy to jump on a call and walk through the process with you and answer any questions you may have. I apologize for the tight turn around, but I am trying to wrap up these time estimates by Tuesday 11/14 if possible. We have a follow up meeting with Engineering on Thursday 11/16 and would like to include your time if possible. Thank you for any information you can provide. 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. 42 From:Bernstorff, Rebecca Sent:Wednesday, November 15, 2023 11:03 AM To:Schwartz, Luke Cc:Taylor, Brent Subject:RE: SLO UF Timeline to Adoption Follow Up Flag:Flag for follow up Flag Status:Flagged Here’s that excel spreadsheet – the “Nov-June Timeline (Impact)” is yours to modify! Timeline - Fee Study.xlsx 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: Bernstorff, Rebecca Sent: Wednesday, November 8, 2023 3:50 PM To: Schwartz, Luke <LSchwart@slocity.org> Cc: Taylor, Brent <BTaylor@slocity.org> Subject: RE: SLO UF Timeline to Adoption Hey Luke, Were you able to land on some TIF dates/milestones? I want to provide direction to DTA on my regular check in with them on Monday afternoon on timelines and expectations from them. Thanks! Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager 43 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: Schwartz, Luke <LSchwart@slocity.org> Sent: Wednesday, November 1, 2023 4:00 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: SLO UF Timeline to Adoption Thanks Rebecca. Let me try and work out a more detailed schedule w/ milestone dates for the TIF and let’s chat next week about how well this aligns with those dates. 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: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 31, 2023 1:25 PM To: Schwartz, Luke <LSchwart@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: FW: SLO UF Timeline to Adoption Hi Luke, I promised to get this to you, and wanted to share our timeline (the first 4 bullets are related to the user fees) but this i s our actionable approach to getting the fees adopted and effective by July 1, 2024. We had a check in today with DTA and were discussing timeline and if we need to pull TIF out. Can I get your thoughts around this timeline and if its possible to execute? Happy to talk through it more next week if that’s helpful. Thanks, Rebecca 44 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, October 30, 2023 4:15 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Ruben Rivas <RRivas@mgtconsulting.com>; Jamie Radcliff <jradcliff@mgtconsulting.com> Subject: SLO UF Timeline to Adoption This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Rebecca Here are the dates we discussed during our User Fee check-in. I have circulated them with my team and as long as you can help push for quick turn arounds for us we will do our best to meet the Ɵmeline below: 1st draŌs to all be presented no later than 11/10 Comments due by no later than 11/17 2nd draŌs to be presented no later than 11/22 (11/23 is Thanksgiving) Full Cost to be finalized no later than 11/30 Dec/Jan – City to perform Stakeholder Outreach Feb. 20th - 90 minute work session for City Council – MGT to present (pending what feedback you get from City Manager but we suggest presenƟng methodology and results and leƫng Council know that you’ve performed some stakeholder outreach) City Council March 19th – 1st introducƟon City Council April 2nd – AdopƟon Let us know if this will work for you. We will do our best to try and wrap things up by 11/30 and then we will start working on our report. 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. 45 46 From:Keller, Erin Sent:Wednesday, November 15, 2023 7:50 AM To:Loew, Michael Subject:FW: Planning EnerGov Report Hello Mike, Here is the planning “work class” report that Neema and Joe put together for Tyler. This also was given to the consultant, providing them with the volume information they requested. http://sqlreporting.slocity.org/Reports_REPORTING/report/EnerGov/Community%20Development/Planning%20Applic ation%20Count I have been looking at Revenues - teller account mapping and doing some clean-up efforts, and it would be helpful to me if I could get: All Plan Types, with corresponding Work Class, volume for the year, and teller Code. (Example CD20) Basically the report that Tyler got but adding in the Teller codes. Here is the what I am talking about when I say teller Codes. EK Erin Keller pronouns she/her/hers Senior Business Analyst Community Development E EKeller@slocity.org T 805.781.7296 slocity.org 47 Stay connected with the City by signing up for e-notifications From: Corey, Tyler <tcorey@slocity.org> Sent: Tuesday, November 14, 2023 2:12 PM To: Keller, Erin <EKeller@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Kazemi, Neema <nkazemi@slocity.org> Subject: RE: Planning EnerGov Report Report looks great! Please send to consultant. Thank you! From: Keller, Erin <EKeller@slocity.org> Sent: Tuesday, November 14, 2023 2:08 PM To: Corey, Tyler <tcorey@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Kazemi, Neema <nkazemi@slocity.org> Subject: Planning EnerGov Report Hello Tyler, http://sqlreporting.slocity.org/Reports_REPORTING/report/EnerGov/Community%20Development/Planning%20Applic ation%20Count Please review the report that Neema and you worked on last week for accuracy. After you give me the thumbs up. I will send this information to the Fee Study Consultant. Kudos to Neema and you for getting this done. EK 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 48 From:Christensen, Trae Sent:Wednesday, November 15, 2023 6:43 AM To:Guzman, Manuel Subject:FW: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Attachments:SLO Engineering Time Estimates- PW Cross Support 11-14-23.xlsx Importance:High Just FYI, I told her I thought there might be some of it with the CIP that you might work on. From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Tuesday, November 14, 2023 2:59 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Thank you Trae for filling in some of our blanks today. Manny, Trae mentioned that there are several fees that you work on as well. Would you mind taking a look at the attached spreadsheet and letting me know on average how much time you might spent on the fees listed? I’m sorry for the tight turn around time. We have a meeting Thursday to review the fee results with Engineering and are hoping we could receive your time estimates by COB Wed. 11/15. 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:55 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: Re: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, I’m already off work for today. I can do tomorrow 2:30 if that works for you? CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 49 Get Outlook for iOS From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, November 13, 2023 3:35:35 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much time you typically spend that would be great. You will not need to list any time for anything you don’t work on. I am free today after 4 pm or tomorrow 10 am or anytime after 2 pm. Let me know and I can set up a Teams meeting. Thanks Trae 뤳륝륟률륡륞 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 50 Hi @Christensen, Trae and @Guzman, Manuel - Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their time spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am attaching a spreadsheet that shows the list of the fees as well as what the time estimates were back in FY17 (the time is in hours). I am hoping that you can list your average time spent to provide the service under column Q. Since this is your first time seeing this information, I am happy to jump on a call and walk through the process with you and answer any questions you may have. I apologize for the tight turn around, but I am trying to wrap up these time estimates by Tuesday 11/14 if possible. We have a follow up meeting with Engineering on Thursday 11/16 and would like to include your time if possible. Thank you for any information you can provide. 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 51 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. 52 From:Harnett, Natalie Sent:Tuesday, November 14, 2023 4:36 PM To:Taylor, Brent Subject:RE: Infrastructure Finance Monthly Update Meeting Sounds good - We’ll talk to you tomorrow! From: Taylor, Brent <btaylor@slocity.org> Sent: Tuesday, November 14, 2023 4:04 PM To: Harnett, Natalie <nharnett@slocity.org> Subject: Infrastructure Finance Monthly Update Meeting Hi Natalie – Here are a few topics for discussion for tomorrow’s update meeting: - Mid-Year Review and requirements for CFD Funds and Impact Fee Funds, Rebecca and I are not clear on what expectations are for these funds and what information you will need from us. - Status update – AB 1600 Annual Report successes and struggles - Status update – Impact Fee Study project 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 53 From:Ellsworth, Melissa Sent:Tuesday, November 14, 2023 4:36 PM To:Taylor, Brent Cc:Bernstorff, Rebecca Subject:PD Impact Fees Attachments:Property Information Sheet Fully Executed.pdf; City of SLO Purchase Agreement - Fully Executed.pdf Hi Brent, I was talking to Chief about the Impact Fee Study and he brought up the square footage of the building across the street that we just acquired earlier this year. I don’t know if that was included in the Police square footage that the consultant is using in their calculations. Please see attached, but the square footage is 37,897. Can you please reach out and make sure they have this information? Thank you! Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. ________________ ________________ INITIALS INITIALS ©2019 AIR CRE.All Rights Reserved.Last Edited:11/17/2022 9:03 AM OFA-20.20,Revised 10-22-2020 Page 1 of 10 STANDARD OFFER,AGREEMENT AND ESCROW INSTRUCTIONS FOR PURCHASE OF REAL ESTATE (Non-Residential) Dated:November 17,2022 1.Buyer. 1.1 The City of San Luis Obispo ,("Buyer")hereby offers to purchase the real property,hereinafter described,from the owner thereof ("Seller")(collectively,the "Parties"or individually,a "Party"),through an escrow ("Escrow")to close 30 or days on May 19,2023, after the waiver or satisfaction of the Buyer's Contingencies,("Expected Closing Date")to be held by First American Title Company ("Escrow Holder")whose address is 899 Pacific Street,San Luis Obispo,CA 93401 ,Phone No.,Facsimile No. upon the terms and conditions set forth in this agreement ("Agreement").Buyer shall have the right to assign Buyer's rights hereunder,but any such assignment shall not relieve Buyer of Buyer's obligations herein unless Seller expressly releases Buyer. 1.2 The term "Date of Agreement"as used herein shall be the date when by execution and delivery (as defined in paragraph 20.2)of this document or a subsequent counteroffer thereto,Buyer and Seller have reached agreement in writing whereby Seller agrees to sell,and Buyer agrees to purchase,the Property upon terms accepted by both Parties. 2.Property. 2.1 The real property ("Property")that is the subject of this offer consists of (insert a brief physical description)A two story office building on a parcel of approximately 37,897 SF is located in the County of San Luis Obispo ,is commonly known as (street address,city,state,zip)1106-1120 Walnut Street,San Luis Obispo,CA 93401 and is legally described as: (APN:001-207-039 ). 2.2 If the legal description of the Property is not complete or is inaccurate,this Agreement shall not be invalid and the legal description shall be completed or corrected to meet the requirements of ("Title Company"),which shall issue the title policy hereinafter described. 2.3 The Property includes,at no additional cost to Buyer,the permanent improvements thereon,including those items which pursuant to applicable law are a part of the property,as well as the following items,if any,owned by Seller and at present located on the Property:electrical distribution systems (power panel,bus ducting,conduits,disconnects,lighting fixtures);telephone distribution systems (lines,jacks and connections only);space heaters;heating,ventilating,air conditioning equipment ("HVAC");air lines;fire sprinkler systems;security and fire detection systems;carpets;window coverings;wall coverings;and (collectively,the "Improvements"). 2.4 The fire sprinkler monitor:is owned by Seller and included in the Purchase Price,is leased by Seller,and Buyer will need to negotiate a new lease with the fire monitoring company,ownership will be determined during Escrow,or there is no fire sprinkler monitor. 2.5 Except as provided in Paragraph 2.3,the Purchase Price does not include Seller's personal property,furniture and furnishings,and all of which shall be removed by Seller prior to Closing. 3.Purchase Price. 3.1 The purchase price ("Purchase Price")to be paid by Buyer to Seller for the Property shall be $4,064,000 ,payable as follows: (Strike any not applicable) (a)Cash down payment,including the Deposit as defined in paragraph 4.3 (or if an all cash transaction,the Purchase Price): $4,064,000 (b)Amount of "New Loan"as defined in paragraph 5.1,if any: (c)Buyer shall take title to the Property subject to and/or assume the following existing deed(s)of trust ("Existing Deed(s)of Trust")securing the existing promissory note(s)("Existing Note(s)"): (i)An Existing Note ("First Note")with an unpaid principal balance as of the Closing of approximately: Said First Note is payable at per month,including interest at the rate of %per annum until paid (and/or the entire unpaid balance is due on ). (ii)An Existing Note ("Second Note")with an unpaid principal balance as of the Closing of approximately: Said Second Note is payable at per month,including interest at the rate of %per annum until paid (and/or the entire unpaid balance is due on ). (d)Buyer shall give Seller a deed of trust ("Purchase Money Deed of Trust")on the property,to secure the promissory note of Buyer to Seller described in paragraph 6 ("Purchase Money Note")in the amount of: Total Purchase Price:$4,064,000 3.2 If Buyer is taking title to the Property subject to,or assuming,an Existing Deed of Trust and such deed of trust permits the beneficiary to demand payment DocuSign Envelope ID: 42DDAD79-914B-476F-BA76-CFB42E52426BDocuSign Envelope ID: 4666DF0B-0872-4433-B767-FB99FF89F993 ________________ ________________ INITIALS INITIALS ©2019 AIR CRE.All Rights Reserved.Last Edited:11/17/2022 9:03 AM OFA-20.20,Revised 10-22-2020 Page 2 of 10 of fees including,but not limited to,points,processing fees,and appraisal fees as a condition to the transfer of the Property,Buyer agrees to pay such fees up to a maximum of 1.5%of the unpaid principal balance of the applicable Existing Note. 4.Deposits. 4.1 Buyer has delivered to Broker a check in the sum of ,payable to Escrow Holder,to be delivered by Broker to Escrow Holder within 2 or business days after both Parties have executed this Agreement and the executed Agreement has been delivered to Escrow Holder,or within 2 or business days after both Parties have executed this Agreement and the executed Agreement has been delivered to Escrow Holder Buyer shall deliver to Escrow Holder a check in the sum of $50,000 .If said check is not received by Escrow Holder within said time period then Seller may elect to unilaterally terminate this transaction by giving written notice of such election to Escrow Holder whereupon neither Party shall have any further liability to the other under this Agreement.Should Buyer and Seller not enter into an agreement for purchase and sale,Buyer's check or funds shall,upon request by Buyer,be promptly returned to Buyer. 4.2 Additional deposits: (a)Within 5 business days after the Date of Agreement,Buyer shall deposit with Escrow Holder the additional sum of to be applied to the Purchase Price at the Closing. (b)Within 5 business days after the contingencies discussed in paragraph 9.1 (a)through (m)are approved or waived,Buyer shall deposit with Escrow Holder the additional sum of to be applied to the Purchase Price at the Closing. (c)If an Additional Deposit is not received by Escrow Holder within the time period provided then Seller may notify Buyer,Escrow Holder,and Brokers,in writing that,unless the Additional Deposit is received by Escrow Holder within 2 business days following said notice,the Escrow shall be deemed terminated without further notice or instructions. 4.3 Escrow Holder shall deposit the funds deposited with it by Buyer pursuant to paragraphs 4.1 and 4.2 (collectively the "Deposit"),in a State or Federally chartered bank in an interest bearing account whose term is appropriate and consistent with the timing requirements of this transaction.The interest therefrom shall accrue to the benefit of Buyer,who hereby acknowledges that there may be penalties or interest forfeitures if the applicable instrument is redeemed prior to its specified maturity.Buyer's Federal Tax Identification Number is .NOTE:Such interest bearing account cannot be opened until Buyer's Federal Tax Identification Number is provided. 4.4 Notwithstanding the foregoing,within 5 days after Escrow Holder receives the monies described in paragraph 4.1 above,Escrow Holder shall release $100 of said monies to Seller as and for independent consideration for Seller's'execution of this Agreement and the granting of the contingency period to Buyer as herein provided.Such independent consideration is non-refundable to Buyer but shall be credited to the Purchase Price in the event that the purchase of the Property is completed. 4.5 Upon waiver of all of Buyer's contingencies the Deposit shall become non-refundable but applicable to the Purchase Price except in the event of a Seller breach,or in the event that the Escrow is terminated pursuant to the provisions of Paragraph 9.1(n)(Destruction,Damage or Loss)or 9.1(o)(Material Change). 5.Financing Contingency.(Strike if not applicable) 5.1 This offer is contingent upon Buyer obtaining from an insurance company,financial institution or other lender,a commitment to lend to Buyer a sum equal to at least %of the Purchase Price,on terms acceptable to Buyer.Such loan ("New Loan")shall be secured by a first deed of trust or mortgage on the Property.If this Agreement provides for Seller to carry back junior financing,then Seller shall have the right to approve the terms of the New Loan.Seller shall have 7 days following receipt of the commitment setting forth the proposed terms of the New Loan to approve or disapprove of such proposed terms.If Seller fails to notify Escrow Holder,in writing,of the disapproval within said 7 days it shall be conclusively presumed that Seller has approved the terms of the New Loan. 5.2 If Buyer shall fail to notify its Broker,Escrow Holder and Seller,in writing within days following the Date of Agreement,that the New Loan has not been obtained,it shall be conclusively presumed that Buyer has either obtained said New Loan or has waived this New Loan contingency. 5.3 If Buyer shall notify its Broker,Escrow Holder and Seller,in writing,within the time specified in paragraph 5.2 hereof,that Buyer has not obtained said New Loan,this Agreement shall be terminated,and Buyer shall be entitled to the prompt return of the Deposit,plus any interest earned thereon,less only Escrow Holder and Title Company cancellation fees and costs,which Buyer shall pay. 6.Seller Financing.(Purchase Money Note).(Strike if not applicable) 6.1 If Seller approves Buyer's financials (see paragraph 6.5)the Purchase Money Note shall provide for interest on unpaid principal at the rate of %per annum,with principal and interest paid as follows:.The Purchase Money Note and Purchase Money Deed of Trust shall be on the current forms commonly used by Escrow Holder,and be junior and subordinate only to the Existing Note(s)and/or the New Loan expressly called for by this Agreement. 6.2 The Purchase Money Note and/or the Purchase Money Deed of Trust shall contain provisions regarding the following (see also paragraph 10.3 (b)): (a)Prepayment.Principal may be prepaid in whole or in part at any time without penalty,at the option of the Buyer. (b)Late Charge.A late charge of 6%shall be payable with respect to any payment of principal,interest,or other charges,not made within 10 days after it is due. (c)Due On Sale.In the event the Buyer sells or transfers title to the Property or any portion thereof,then the Seller may,at Seller's option,require the entire unpaid balance of said Note to be paid in full. 6.3 If the Purchase Money Deed of Trust is to be subordinate to other financing,Escrow Holder shall,at Buyer's expense prepare and record on Seller's behalf a request for notice of default and/or sale with regard to each mortgage or deed of trust to which it will be subordinate. 6.4 WARNING:CALIFORNIA LAW DOES NOT ALLOW DEFICIENCY JUDGEMENTS ON SELLER FINANCING.IF BUYER ULTIMATELY DEFAULTS ON THE LOAN, SELLER'S SOLE REMEDY IS TO FORECLOSE ON THE PROPERTY. 6.5 Seller's obligation to provide financing is contingent upon Seller's reasonable approval of Buyer's financial condition.Buyer to provide a current financial statement and copies of its Federal tax returns for the last 3 years to Seller within 10 days following the Date of Agreement.Seller has 10 days following receipt of such documentation to satisfy itself with regard to Buyer's financial condition and to notify Escrow Holder as to whether or not Buyer's financial condition is acceptable.If Seller fails to notify Escrow Holder,in writing,of the disapproval of this contingency within said time period,it shall be conclusively presumed that Seller has approved Buyer's financial condition.If Seller is not satisfied with Buyer's financial condition or if Buyer fails to deliver the required documentation then Seller may notify Escrow Holder in writing that Seller Financing will not be available,and Buyer shall have the option,within 10 days of the receipt of such notice,to either terminate this transaction or to purchase the Property without Seller financing.If Buyer fails to notify Escrow Holder within said time period of its election to terminate this transaction then Buyer shall be conclusively presumed to have elected to purchase the Property without Seller financing.If Buyer elects to terminate, Buyer's Deposit shall be refunded less Title Company and Escrow Holder cancellation fees and costs,all of which shall be Buyer's obligation. DocuSign Envelope ID: 42DDAD79-914B-476F-BA76-CFB42E52426BDocuSign Envelope ID: 4666DF0B-0872-4433-B767-FB99FF89F993 ________________ ________________ INITIALS INITIALS ©2019 AIR CRE.All Rights Reserved.Last Edited:11/17/2022 9:03 AM OFA-20.20,Revised 10-22-2020 Page 3 of 10 7.Real Estate Brokers. 7.1 Each Party acknowledges receiving a Disclosure Regarding Real Estate Agency Relationship,confirms and consents to the following agency relationships in this transaction with the following real estate broker(s)("Brokers")and/or their agents (“Agent(s)”): Seller's Brokerage Firm Anderson Commercial Real Estate Services License No.00944530 is the broker of (check one):the Seller;or both the Buyer and Seller (dual agent). Seller's Agent Mark Anderson/Derek Senn License No.00944530/01252131 is (check one):the Seller's Agent (salesperson or broker associate);or both the Seller's Agent and the Buyer's Agent (dual agent). Buyer's Brokerage Firm N/A License No.is the broker of (check one):the Buyer;or both the Buyer and Seller (dual agent). Buyer's Agent License No.is (check one):the Buyer's Agent (salesperson or broker associate);or both the Buyer's Agent and the Seller's Agent (dual agent). The Parties acknowledge that other than the Brokers and Agents listed above,there are no other brokers or agents representing the Parties or due any fees and/or commissions under this Agreement.Buyer shall use the services of Buyer's Broker exclusively in connection with any and all negotiations and offers with respect to the Property for a period of 1 year from the date inserted for reference purposes at the top of page 1. 7.2 Buyer and Seller each represent and warrant to the other that he/she/it has had no dealings with any person,firm,broker,agent or finder in connection with the negotiation of this Agreement and/or the consummation of the purchase and sale contemplated herein,other than the Brokers and Agents named in paragraph 7.1,and no broker,agent or other person,firm or entity,other than said Brokers and Agents is/are entitled to any commission or finder's fee in connection with this transaction as the result of any dealings or acts of such Party.Buyer and Seller do each hereby agree to indemnify,defend,protect and hold the other harmless from and against any costs,expenses or liability for compensation,commission or charges which may be claimed by any broker,agent,finder or other similar party,other than said named Brokers and Agents by reason of any dealings or act of the indemnifying Party. 8.Escrow and Closing. 8.1 Upon acceptance hereof by Seller,this Agreement,including any counteroffers incorporated herein by the Parties,shall constitute not only the agreement of purchase and sale between Buyer and Seller,but also instructions to Escrow Holder for the consummation of the Agreement through the Escrow.Escrow Holder shall not prepare any further escrow instructions restating or amending the Agreement unless specifically so instructed by the Parties or a Broker herein.Subject to the reasonable approval of the Parties,Escrow Holder may,however,include its standard general escrow provisions.In the event that there is any conflict between the provisions of the Agreement and the provisions of any additional escrow instructions the provisions of the Agreement shall prevail as to the Parties and the Escrow Holder. 8.2 As soon as practical after the receipt of this Agreement and any relevant counteroffers,Escrow Holder shall ascertain the Date of Agreement as defined in paragraphs 1.2 and 20.2 and advise the Parties and Brokers,in writing,of the date ascertained. 8.3 Escrow Holder is hereby authorized and instructed to conduct the Escrow in accordance with this Agreement,applicable law and custom and practice of the community in which Escrow Holder is located,including any reporting requirements of the Internal Revenue Code.In the event of a conflict between the law of the state where the Property is located and the law of the state where the Escrow Holder is located,the law of the state where the Property is located shall prevail. 8.4 Subject to satisfaction of the contingencies herein described,Escrow Holder shall close this escrow (the "Closing")by recording a general warranty deed (a grant deed in California)and the other documents required to be recorded,and by disbursing the funds and documents in accordance with this Agreement. 8.5 Buyer and Seller shall each pay one-half of the Escrow Holder's charges and Seller shall pay the usual recording fees and any required documentary transfer taxes.Seller shall pay the premium for a standard coverage owner's or joint protection policy of title insurance.(See also paragraph 11.) 8.6 Escrow Holder shall verify that all of Buyer's contingencies have been satisfied or waived prior to Closing.The matters contained in paragraphs 9.1 subparagraphs (b),(c),(d),(e),(g),(i),(n),and (o),9.4,12,13,14,16,18,20,21,22,and 24 are,however,matters of agreement between the Parties only and are not instructions to Escrow Holder. 8.7 If this transaction is terminated for non-satisfaction and non-waiver of a Buyer's Contingency,as defined in paragraph 9.2 or disapproval of any other matter subject to Buyer's approval,then neither of the Parties shall thereafter have any liability to the other under this Agreement,except to the extent of a breach of any affirmative covenant or warranty in this Agreement.In the event of such termination,Buyer shall,subject to the provisions of paragraph 8.10,be promptly refunded all funds deposited by Buyer with Escrow Holder,less only the $100 provided for in paragraph 4.4 and the Title Company and Escrow Holder cancellation fees and costs,all of which shall be Buyer's obligation.If this transaction is terminated as a result of Seller's breach of this Agreement then Seller shall pay the Title Company and Escrow Holder cancellation fees and costs. 8.8 The Closing shall occur on the Expected Closing Date,or as soon thereafter as the Escrow is in condition for Closing;provided,however,that if the Closing does not occur by the Expected Closing Date and said Date is not extended by mutual instructions of the Parties,a Party not then in default under this Agreement may notify the other Party,Escrow Holder,and Brokers,in writing that,unless the Closing occurs within 5 business days following said notice,the Escrow shall be deemed terminated without further notice or instructions. 8.9 Except as otherwise provided herein,the termination of Escrow shall not relieve or release either Party from any obligation to pay Escrow Holder's fees and costs or constitute a waiver,release or discharge of any breach or default that has occurred in the performance of the obligations,agreements,covenants or warranties contained therein. 8.10 If this Escrow is terminated for any reason other than Seller's breach or default,then as a condition to the return of Buyer's deposit,Buyer shall within 5 days after written request deliver to Seller,at no charge,copies of all surveys,engineering studies,soil reports,maps,master plans,feasibility studies and other similar items prepared by or for Buyer that pertain to the Property. 9.Contingencies to Closing. 9.1 The Closing of this transaction is contingent upon the satisfaction or waiver of the following contingencies.IF BUYER FAILS TO NOTIFY ESCROW HOLDER, IN WRITING,OF THE DISAPPROVAL OF ANY OF SAID CONTINGENCIES WITHIN THE TIME SPECIFIED THEREIN,IT SHALL BE CONCLUSIVELY PRESUMED THAT BUYER HAS APPROVED SUCH ITEM,MATTER OR DOCUMENT.Buyer's conditional approval shall constitute disapproval,unless provision is made by the Seller within the time specified therefore by the Buyer in such conditional approval or by this Agreement,whichever is later,for the satisfaction of the condition imposed by the Buyer. Escrow Holder shall promptly provide all Parties with copies of any written disapproval or conditional approval which it receives.With regard to subparagraphs (a) through (m)the pre-printed time periods shall control unless a different number of days is inserted in the spaces provided. (a)Disclosure.Seller shall make to Buyer,through Escrow,all of the applicable disclosures required by law (See AIR CRE ("AIR")standard form entitled "Seller's Mandatory Disclosure Statement")and provide Buyer with a completed Property Information Sheet ("Property Information Sheet")concerning the Property, DocuSign Envelope ID: 42DDAD79-914B-476F-BA76-CFB42E52426BDocuSign Envelope ID: 4666DF0B-0872-4433-B767-FB99FF89F993 ________________ ________________ INITIALS INITIALS ©2019 AIR CRE.All Rights Reserved.Last Edited:11/17/2022 9:03 AM OFA-20.20,Revised 10-22-2020 Page 4 of 10 duly executed by or on behalf of Seller in the current form or equivalent to that published by the AIR within 10 or days following the Date of Agreement.Buyer has 10 days from the receipt of said disclosures to approve or disapprove the matters disclosed. (b)Physical Inspection.Buyer has 10 or days following the receipt of the Property Information Sheet or the Date of Agreement,whichever is later,to satisfy itself with regard to the physical aspects and size of the Property. (c)Hazardous Substance Conditions Report.Buyer has 30 or days following the receipt of the Property Information Sheet or the Date of Agreement,whichever is later,to satisfy itself with regard to the environmental aspects of the Property.Seller recommends that Buyer obtain a Hazardous Substance Conditions Report concerning the Property and relevant adjoining properties.Any such report shall be paid for by Buyer.A "Hazardous Substance"for purposes of this Agreement is defined as any substance whose nature and/or quantity of existence,use,manufacture,disposal or effect,render it subject to Federal,state or local regulation,investigation,remediation or removal as potentially injurious to public health or welfare.A "Hazardous Substance Condition"for purposes of this Agreement is defined as the existence on,under or relevantly adjacent to the Property of a Hazardous Substance that would require remediation and/or removal under applicable Federal,state or local law. (d)Soil Inspection.Buyer has 30 or days following the receipt of the Property Information Sheet or the Date of Agreement,whichever is later,to satisfy itself with regard to the condition of the soils on the Property.Seller recommends that Buyer obtain a soil test report.Any such report shall be paid for by Buyer.Seller shall provide Buyer copies of any soils report that Seller may have within 10 days following the Date of Agreement. (e)Governmental Approvals.Buyer has 30 or days following the Date of Agreement to satisfy itself with regard to approvals and permits from governmental agencies or departments which have or may have jurisdiction over the Property and which Buyer deems necessary or desirable in connection with its intended use of the Property,including,but not limited to,permits and approvals required with respect to zoning,planning,building and safety,fire,police, handicapped and Americans with Disabilities Act requirements,transportation and environmental matters. (f)Conditions of Title.Escrow Holder shall cause a current commitment for title insurance ("Title Commitment")concerning the Property issued by the Title Company,as well as legible copies of all documents referred to in the Title Commitment ("Underlying Documents"),and a scaled and dimensioned plot showing the location of any easements to be delivered to Buyer within 10 or days following the Date of Agreement.Buyer has 10 days from the receipt of the Title Commitment,the Underlying Documents and the plot plan to satisfy itself with regard to the condition of title.The disapproval by Buyer of any monetary encumbrance,which by the terms of this Agreement is not to remain against the Property after the Closing,shall not be considered a failure of this contingency,as Seller shall have the obligation,at Seller's expense,to satisfy and remove such disapproved monetary encumbrance at or before the Closing. (g)Survey.Buyer has 30 or days following the receipt of the Title Commitment and Underlying Documents to satisfy itself with regard to any ALTA title supplement based upon a survey prepared to American Land Title Association ("ALTA")standards for an owner's policy by a licensed surveyor,showing the legal description and boundary lines of the Property,any easements of record,and any improvements,poles,structures and things located within 10 feet of either side of the Property boundary lines.Any such survey shall be prepared at Buyer's direction and expense.If Buyer has obtained a survey and approved the ALTA title supplement,Buyer may elect within the period allowed for Buyer's approval of a survey to have an ALTA extended coverage owner's form of title policy,in which event Buyer shall pay any additional premium attributable thereto. (h)Existing Leases and Tenancy Statements.Seller shall within 10 or days following the Date of Agreement provide both Buyer and Escrow Holder with legible copies of all leases,subleases or rental arrangements (collectively,"Existing Leases")affecting the Property,and with a tenancy statement ("Estoppel Certificate")in the latest form or equivalent to that published by the AIR,executed by Seller and/or each tenant and subtenant of the Property.Seller shall use its best efforts to have each tenant complete and execute an Estoppel Certificate.If any tenant fails or refuses to provide an Estoppel Certificate then Seller shall complete and execute an Estoppel Certificate for that tenancy.Buyer has 10 days from the receipt of said Existing Leases and Estoppel Certificates to satisfy itself with regard to the Existing Leases and any other tenancy issues. (i)Owner's Association.Seller shall within 10 or days following the Date of Agreement provide Buyer with a statement and transfer package from any owner's association servicing the Property.Such transfer package shall at a minimum include:copies of the association's bylaws,articles of incorporation,current budget and financial statement.Buyer has 10 days from the receipt of such documents to satisfy itself with regard to the association. (j)Other Agreements.Seller shall within 10 or days following the Date of Agreement provide Buyer with legible copies of all other agreements ("Other Agreements")known to Seller that will affect the Property after Closing.Buyer has 10 days from the receipt of said Other Agreements to satisfy itself with regard to such Agreements. (k)Financing.If paragraph 5 hereof dealing with a financing contingency has not been stricken,the satisfaction or waiver of such New Loan contingency. (l)Existing Notes.If paragraph 3.1(c)has not been stricken,Seller shall within 10 or days following the Date of Agreement provide Buyer with legible copies of the Existing Notes,Existing Deeds of Trust and related agreements (collectively,"Loan Documents")to which the Property will remain subject after the Closing.Escrow Holder shall promptly request from the holders of the Existing Notes a beneficiary statement ("Beneficiary Statement")confirming:(1)the amount of the unpaid principal balance,the current interest rate,and the date to which interest is paid,and (2)the nature and amount of any impounds held by the beneficiary in connection with such loan.Buyer has 10 or days following the receipt of the Loan Documents and Beneficiary Statements to satisfy itself with regard to such financing.Buyer's obligation to close is conditioned upon Buyer being able to purchase the Property without acceleration or change in the terms of any Existing Notes or charges to Buyer except as otherwise provided in this Agreement or approved by Buyer,provided,however,Buyer shall pay the transfer fee referred to in paragraph 3.2 hereof.Likewise if Seller is to carry back a Purchase Money Note then Seller shall within 10 or days following the Date of Agreement provide Buyer with a copy of the proposed Purchase Money Note and Purchase Money Deed of Trust.Buyer has 10 or days following the receipt of such documents to satisfy itself with regard to the form and content thereof. (m)Personal Property.In the event that any personal property is included in the Purchase Price,Buyer has 10 or days following the Date of Agreement to satisfy itself with regard to the title condition of such personal property.Seller recommends that Buyer obtain a UCC-1 report.Any such report shall be paid for by Buyer.Seller shall provide Buyer copies of any liens or encumbrances affecting such personal property that it is aware of within 10 or days following the Date of Agreement. (n)Destruction,Damage or Loss.Subsequent to the Date of Agreement and prior to Closing there shall not have occurred a destruction of,or damage or loss to,the Property or any portion thereof,from any cause whatsoever,which would cost more than $10,000.00 to repair or cure.If the cost of repair or cure is $10,000.00 or less,Seller shall repair or cure the loss prior to the Closing.Buyer shall have the option,within 10 days after receipt of written notice of a loss costing more than $10,000.00 to repair or cure,to either terminate this Agreement or to purchase the Property notwithstanding such loss,but without deduction or offset against the Purchase Price.If the cost to repair or cure is more than $10,000.00,and Buyer does not elect to terminate this Agreement,Buyer shall be entitled to any insurance proceeds applicable to such loss.Unless otherwise notified in writing,Escrow Holder shall assume no such destruction,damage or loss has occurred prior to Closing. (o)Material Change.Buyer shall have 10 days following receipt of written notice of a Material Change within which to satisfy itself with regard to such DocuSign Envelope ID: 42DDAD79-914B-476F-BA76-CFB42E52426BDocuSign Envelope ID: 4666DF0B-0872-4433-B767-FB99FF89F993 ________________ ________________ INITIALS INITIALS ©2019 AIR CRE.All Rights Reserved.Last Edited:11/17/2022 9:03 AM OFA-20.20,Revised 10-22-2020 Page 5 of 10 change."Material Change"shall mean a substantial adverse change in the use,occupancy,tenants,title,or condition of the Property that occurs after the date of this offer and prior to the Closing.Unless otherwise notified in writing,Escrow Holder shall assume that no Material Change has occurred prior to the Closing. (p)Seller Performance.The delivery of all documents and the due performance by Seller of each and every undertaking and agreement to be performed by Seller under this Agreement. (q)Brokerage Fee.Payment at the Closing of such brokerage fee as is specified in this Agreement or later written instructions to Escrow Holder executed by Seller and Brokers ("Brokerage Fee").It is agreed by the Parties and Escrow Holder that Brokers are a third party beneficiary of this Agreement insofar as the Brokerage Fee is concerned,and that no change shall be made with respect to the payment of the Brokerage Fee specified in this Agreement,without the written consent of Brokers. 9.2 All of the contingencies specified in subparagraphs (a)through (m)of paragraph 9.1 are for the benefit of,and may be waived by,Buyer,and may be elsewhere herein referred to as "Buyer's Contingencies." 9.3 If any of Buyer's Contingencies or any other matter subject to Buyer's approval is disapproved as provided for herein in a timely manner ("Disapproved Item"),Seller shall have the right within 10 days following the receipt of notice of Buyer's disapproval to elect to cure such Disapproved Item prior to the Expected Closing Date ("Seller's Election").Seller's failure to give to Buyer within such period,written notice of Seller's commitment to cure such Disapproved Item on or before the Expected Closing Date shall be conclusively presumed to be Seller's Election not to cure such Disapproved Item.If Seller elects,either by written notice or failure to give written notice,not to cure a Disapproved Item,Buyer shall have the right,within 10 days after Seller's Election to either accept title to the Property subject to such Disapproved Item,or to terminate this Agreement.Buyer's failure to notify Seller in writing of Buyer's election to accept title to the Property subject to the Disapproved Item without deduction or offset shall constitute Buyer's election to terminate this Agreement.The above time periods only apply once for each Disapproved Item.Unless expressly provided otherwise herein,Seller's right to cure shall not apply to the remediation of Hazardous Substance Conditions or to the Financing Contingency.Unless the Parties mutually instruct otherwise,if the time periods for the satisfaction of contingencies or for Seller's and Buyer's elections would expire on a date after the Expected Closing Date,the Expected Closing Date shall be deemed extended for 3 business days following the expiration of:(a)the applicable contingency period(s),(b)the period within which the Seller may elect to cure the Disapproved Item,or (c)if Seller elects not to cure,the period within which Buyer may elect to proceed with this transaction,whichever is later. 9.4 The Parties acknowledge that extensive local,state and Federal legislation establish broad liability upon owners and/or users of real property for the investigation and remediation of Hazardous Substances.The determination of the existence of a Hazardous Substance Condition and the evaluation of the impact of such a condition are highly technical and beyond the expertise of Brokers.The Parties acknowledge that they have been advised by Brokers to consult their own technical and legal experts with respect to the possible presence of Hazardous Substances on the Property or adjoining properties,and Buyer and Seller are not relying upon any investigation by or statement of Brokers with respect thereto.The Parties hereby assume all responsibility for the impact of such Hazardous Substances upon their respective interests herein. 10.Documents and Other Items Required at or Before Closing. 10.1 Five days prior to the Closing date Escrow Holder shall obtain an updated Title Commitment concerning the Property from the Title Company and provide copies thereof to each of the Parties. 10.2 Seller shall deliver to Escrow Holder in time for delivery to Buyer at the Closing: (a)Grant or general warranty deed,duly executed and in recordable form,conveying fee title to the Property to Buyer. (b)If applicable,the Beneficiary Statements concerning Existing Note(s). (c)If applicable,the Existing Leases and Other Agreements together with duly executed assignments thereof by Seller and Buyer.The assignment of Existing Leases shall be on the most recent Assignment and Assumption of Lessor's Interest in Lease form published by the AIR or its equivalent. (d)An affidavit executed by Seller to the effect that Seller is not a "foreign person"within the meaning of Internal Revenue Code Section 1445 or successor statutes.If Seller does not provide such affidavit in form reasonably satisfactory to Buyer at least 3 business days prior to the Closing,Escrow Holder shall at the Closing deduct from Seller's proceeds and remit to the Internal Revenue Service such sum as is required by applicable Federal law with respect to purchases from foreign sellers. (e)If the Property is located in California,an affidavit executed by Seller to the effect that Seller is not a ''nonresident"within the meaning of California Revenue and Tax Code Section 18662 or successor statutes.If Seller does not provide such affidavit in form reasonably satisfactory to Buyer at least 3 business days prior to the Closing,Escrow Holder shall at the Closing deduct from Seller's proceeds and remit to the Franchise Tax Board such sum as is required by such statute. (f)If applicable,a bill of sale,duly executed,conveying title to any included personal property to Buyer. (g)If the Seller is a corporation,a duly executed corporate resolution authorizing the execution of this Agreement and the sale of the Property. 10.3 Buyer shall deliver to Seller through Escrow: (a)The cash portion of the Purchase Price and such additional sums as are required of Buyer under this Agreement shall be deposited by Buyer with Escrow Holder,by federal funds wire transfer,or any other method acceptable to Escrow Holder in immediately collectable funds,no later than 2:00 P.M.on the business day prior to the Expected Closing Date provided,however,that Buyer shall not be required to deposit such monies into Escrow if at the time set for the deposit of such monies Seller is in default or has indicated that it will not perform any of its obligations hereunder.Instead,in such circumstances in order to reserve its rights to proceed Buyer need only provide Escrow with evidence establishing that the required monies were available. (b)If a Purchase Money Note and Purchase Money Deed of Trust are called for by this Agreement,the duly executed originals of those documents,the Purchase Money Deed of Trust being in recordable form,together with evidence of fire insurance on the improvements in the amount of the full replacement cost naming Seller as a mortgage loss payee,and a real estate tax service contract (at Buyer's expense),assuring Seller of notice of the status of payment of real property taxes during the life of the Purchase Money Note. (c)The Assignment and Assumption of Lessor's Interest in Lease form specified in paragraph 10.2(c)above,duly executed by Buyer. (d)Assumptions duly executed by Buyer of the obligations of Seller that accrue after Closing under any Other Agreements. (e)If applicable,a written assumption duly executed by Buyer of the loan documents with respect to Existing Notes. (f)If the Buyer is a corporation,a duly executed corporate resolution authorizing the execution of this Agreement and the purchase of the Property. 10.4 At Closing,Escrow Holder shall cause to be issued to Buyer a standard coverage (or ALTA extended,if elected pursuant to 9.1(g))owner's form policy of title insurance effective as of the Closing,issued by the Title Company in the full amount of the Purchase Price,insuring title to the Property vested in Buyer,subject only to the exceptions approved by Buyer.In the event there is a Purchase Money Deed of Trust in this transaction,the policy of title insurance shall be a joint protection policy insuring both Buyer and Seller. IMPORTANT:IN A PURCHASE OR EXCHANGE OF REAL PROPERTY,IT MAY BE ADVISABLE TO OBTAIN TITLE INSURANCE IN CONNECTION WITH THE CLOSE OF ESCROW SINCE THERE MAY BE PRIOR RECORDED LIENS AND ENCUMBRANCES WHICH AFFECT YOUR INTEREST IN THE PROPERTY BEING ACQUIRED.A NEW POLICY OF TITLE INSURANCE SHOULD BE OBTAINED IN ORDER TO ENSURE YOUR INTEREST IN THE PROPERTY THAT YOU ARE ACQUIRING. DocuSign Envelope ID: 42DDAD79-914B-476F-BA76-CFB42E52426BDocuSign Envelope ID: 4666DF0B-0872-4433-B767-FB99FF89F993 ________________ ________________ INITIALS INITIALS ©2019 AIR CRE.All Rights Reserved.Last Edited:11/17/2022 9:03 AM OFA-20.20,Revised 10-22-2020 Page 6 of 10 11.Prorations and Adjustments. 11.1 Taxes.Applicable real property taxes and special assessment bonds shall be prorated through Escrow as of the date of the Closing,based upon the latest tax bill available.The Parties agree to prorate as of the Closing any taxes assessed against the Property by supplemental bill levied by reason of events occurring prior to the Closing.Payment of the prorated amount shall be made promptly in cash upon receipt of a copy of any supplemental bill. 11.2 Insurance.WARNING:Any insurance which Seller may have maintained will terminate on the Closing.Buyer is advised to obtain appropriate insurance to cover the Property. 11.3 Rentals,Interest and Expenses.Scheduled rentals,interest on Existing Notes,utilities,and operating expenses shall be prorated as of the date of Closing. The Parties agree to promptly adjust between themselves outside of Escrow any rents received after the Closing. 11.4 Security Deposit.Security Deposits held by Seller shall be given to Buyer as a credit to the cash required of Buyer at the Closing. 11.5 Post Closing Matters.Any item to be prorated that is not determined or determinable at the Closing shall be promptly adjusted by the Parties by appropriate cash payment outside of the Escrow when the amount due is determined. 11.6 Variations in Existing Note Balances.In the event that Buyer is purchasing the Property subject to an Existing Deed of Trust(s),and in the event that a Beneficiary Statement as to the applicable Existing Note(s)discloses that the unpaid principal balance of such Existing Note(s)at the closing will be more or less than the amount set forth in paragraph 3.1(c)hereof ("Existing Note Variation"),then the Purchase Money Note(s)shall be reduced or increased by an amount equal to such Existing Note Variation.If there is to be no Purchase Money Note,the cash required at the Closing per paragraph 3.1(a)shall be reduced or increased by the amount of such Existing Note Variation. 11.7 Variations in New Loan Balance.In the event Buyer is obtaining a New Loan and the amount ultimately obtained exceeds the amount set forth in paragraph 5.1,then the amount of the Purchase Money Note,if any,shall be reduced by the amount of such excess. 11.8 Owner's Association Fees.Escrow Holder shall:(i)bring Seller's account with the association current and pay any delinquencies or transfer fees from Seller's proceeds,and (ii)pay any up front fees required by the association from Buyer's funds. 12.Representations and Warranties of Seller and Disclaimers. 12.1 Seller's warranties and representations shall survive the Closing and delivery of the deed for a period of 3 years,and any lawsuit or action based upon them must be commenced within such time period.Seller's warranties and representations are true,material and relied upon by Buyer and Brokers in all respects.Seller hereby makes the following warranties and representations to Buyer and Brokers: (a)Authority of Seller.Seller is the owner of the Property and/or has the full right,power and authority to sell,convey and transfer the Property to Buyer as provided herein,and to perform Seller's obligations hereunder. (b)Maintenance During Escrow and Equipment Condition At Closing.Except as otherwise provided in paragraph 9.1(n)hereof,Seller shall maintain the Property until the Closing in its present condition,ordinary wear and tear excepted. (c)Hazardous Substances/Storage Tanks.Seller has no knowledge,except as otherwise disclosed to Buyer in writing,of the existence or prior existence on the Property of any Hazardous Substance,nor of the existence or prior existence of any above or below ground storage tank. (d)Compliance.Except as otherwise disclosed in writing,Seller has no knowledge of any aspect or condition of the Property which violates applicable laws,rules,regulations,codes or covenants,conditions or restrictions,or of improvements or alterations made to the Property without a permit where one was required,or of any unfulfilled order or directive of any applicable governmental agency or casualty insurance company requiring any investigation,remediation,repair, maintenance or improvement be performed on the Property. (e)Changes in Agreements.Prior to the Closing,Seller will not violate or modify any Existing Lease or Other Agreement,or create any new leases or other agreements affecting the Property,without Buyer's written approval,which approval will not be unreasonably withheld. (f)Possessory Rights.Seller has no knowledge that anyone will,at the Closing,have any right to possession of the Property,except as disclosed by this Agreement or otherwise in writing to Buyer. (g)Mechanics'Liens.There are no unsatisfied mechanics'or materialmens'lien rights concerning the Property. (h)Actions,Suits or Proceedings.Seller has no knowledge of any actions,suits or proceedings pending or threatened before any commission,board, bureau,agency,arbitrator,court or tribunal that would affect the Property or the right to occupy or utilize same. (i)Notice of Changes.Seller will promptly notify Buyer and Brokers in writing of any Material Change (see paragraph 9.1(o))affecting the Property that becomes known to Seller prior to the Closing. (j)No Tenant Bankruptcy Proceedings.Seller has no notice or knowledge that any tenant of the Property is the subject of a bankruptcy or insolvency proceeding. (k)No Seller Bankruptcy Proceedings.Seller is not the subject of a bankruptcy,insolvency or probate proceeding. (l)Personal Property.Seller has no knowledge that anyone will,at the Closing,have any right to possession of any personal property included in the Purchase Price nor knowledge of any liens or encumbrances affecting such personal property,except as disclosed by this Agreement or otherwise in writing to Buyer. 12.2 Buyer hereby acknowledges that,except as otherwise stated in this Agreement,Buyer is purchasing the Property in its existing condition and will,by the time called for herein,make or have waived all inspections of the Property Buyer believes are necessary to protect its own interest in,and its contemplated use of,the Property.The Parties acknowledge that,except as otherwise stated in this Agreement,no representations,inducements,promises,agreements,assurances,oral or written,concerning the Property,or any aspect of the occupational safety and health laws,Hazardous Substance laws,or any other act,ordinance or law,have been made by either Party or Brokers,or relied upon by either Party hereto. 12.3 In the event that Buyer learns that a Seller representation or warranty might be untrue prior to the Closing,and Buyer elects to purchase the Property anyway then,and in that event,Buyer waives any right that it may have to bring an action or proceeding against Seller or Brokers regarding said representation or warranty. 12.4 Any environmental reports,soils reports,surveys,and other similar documents which were prepared by third party consultants and provided to Buyer by Seller or Seller's representatives,have been delivered as an accommodation to Buyer and without any representation or warranty as to the sufficiency,accuracy, completeness,and/or validity of said documents,all of which Buyer relies on at its own risk.Seller believes said documents to be accurate,but Buyer is advised to retain appropriate consultants to review said documents and investigate the Property. 13.Possession. Possession of the Property shall be given to Buyer at the Closing subject to the rights of tenants under Existing Leases. 14.Buyer's Entry. At any time during the Escrow period,Buyer,and its agents and representatives,shall have the right at reasonable times and subject to rights of tenants,to enter upon the Property for the purpose of making inspections and tests specified in this Agreement.No destructive testing shall be conducted,however,without Seller's prior DocuSign Envelope ID: 42DDAD79-914B-476F-BA76-CFB42E52426BDocuSign Envelope ID: 4666DF0B-0872-4433-B767-FB99FF89F993 ________________ ________________ INITIALS INITIALS ©2019 AIR CRE.All Rights Reserved.Last Edited:11/17/2022 9:03 AM OFA-20.20,Revised 10-22-2020 Page 7 of 10 approval which shall not be unreasonably withheld.Following any such entry or work,unless otherwise directed in writing by Seller,Buyer shall return the Property to the condition it was in prior to such entry or work,including the re-compaction or removal of any disrupted soil or material as Seller may reasonably direct.All such inspections and tests and any other work conducted or materials furnished with respect to the Property by or for Buyer shall be paid for by Buyer as and when due and Buyer shall indemnify,defend,protect and hold harmless Seller and the Property of and from any and all claims,liabilities,losses,expenses (including reasonable attorneys'fees),damages,including those for injury to person or property,arising out of or relating to any such work or materials or the acts or omissions of Buyer,its agents or employees in connection therewith. 15.Further Documents and Assurances. The Parties shall each,diligently and in good faith,undertake all actions and procedures reasonably required to place the Escrow in condition for Closing as and when required by this Agreement.The Parties agree to provide all further information,and to execute and deliver all further documents,reasonably required by Escrow Holder or the Title Company. 16.Attorneys'Fees. If any Party or Broker brings an action or proceeding (including arbitration)involving the Property whether founded in tort,contract or equity,or to declare rights hereunder,the Prevailing Party (as hereafter defined)in any such proceeding,action,or appeal thereon,shall be entitled to reasonable attorneys'fees and costs.Such fees may be awarded in the same suit or recovered in a separate suit,whether or not such action or proceeding is pursued to decision or judgment.The term "Prevailing Party"shall include,without limitation,a Party or Broker who substantially obtains or defeats the relief sought,as the case may be,whether by compromise,settlement,judgment,or the abandonment by the other Party or Broker of its claim or defense.The attorneys'fees award shall not be computed in accordance with any court fee schedule,but shall be such as to fully reimburse all attorneys'fees reasonably incurred. 17.Prior Agreements/Amendments. 17.1 This Agreement supersedes any and all prior agreements between Seller and Buyer regarding the Property. 17.2 Amendments to this Agreement are effective only if made in writing and executed by Buyer and Seller. 18.Broker's Rights. 18.1 If this sale is not consummated due to the default of either the Buyer or Seller,the defaulting Party shall be liable to and shall pay to Brokers the Brokerage Fee that Brokers would have received had the sale been consummated.If Buyer is the defaulting party,payment of said Brokerage Fee is in addition to any obligation with respect to liquidated or other damages. 18.2 Upon the Closing,Brokers are authorized to publicize the facts of this transaction. 19.Notices. 19.1 Whenever any Party,Escrow Holder or Brokers herein shall desire to give or serve any notice,demand,request,approval,disapproval or other communication,each such communication shall be in writing and shall be delivered personally,by messenger,or by mail,postage prepaid,to the address set forth in this agreement or by facsimile transmission,electronic signature,digital signature,or email. 19.2 Service of any such communication shall be deemed made on the date of actual receipt if personally delivered,or transmitted by facsimile transmission, electronic signature,digital signature,or email.Any such communication sent by regular mail shall be deemed given 48 hours after the same is mailed. Communications sent by United States Express Mail or overnight courier that guarantee next day delivery shall be deemed delivered 24 hours after delivery of the same to the Postal Service or courier.If such communication is received on a Saturday,Sunday or legal holiday,it shall be deemed received on the next business day. 19.3 Any Party or Broker hereto may from time to time,by notice in writing,designate a different address to which,or a different person or additional persons to whom,all communications are thereafter to be made. 20.Duration of Offer. 20.1 If this offer is not accepted by Seller on or before 5:00 P.M.according to the time standard applicable to the city of San Luis Obispo on the date of November 23,2022 ,it shall be deemed automatically revoked. 20.2 The acceptance of this offer,or of any subsequent counteroffer hereto,that creates an agreement between the Parties as described in paragraph 1.2,shall be deemed made upon delivery to the other Party or either Broker herein of a duly executed writing unconditionally accepting the last outstanding offer or counteroffer. 21.LIQUIDATED DAMAGES.(This Liquidated Damages paragraph is applicable only if initialed by both Parties). THE PARTIES AGREE THAT IT WOULD BE IMPRACTICABLE OR EXTREMELY DIFFICULT TO FIX,PRIOR TO SIGNING THIS AGREEMENT,THE ACTUAL DAMAGES WHICH WOULD BE SUFFERED BY SELLER IF BUYER FAILS TO PERFORM ITS OBLIGATIONS UNDER THIS AGREEMENT.THEREFORE,IF,AFTER THE SATISFACTION OR WAIVER OF ALL CONTINGENCIES PROVIDED FOR THE BUYER'S BENEFIT,BUYER BREACHES THIS AGREEMENT,SELLER SHALL BE ENTITLED TO LIQUIDATED DAMAGES IN THE AMOUNT OF $50,000 .UPON PAYMENT OF SAID SUM TO SELLER,BUYER SHALL BE RELEASED FROM ANY FURTHER LIABILITY TO SELLER,AND ANY ESCROW CANCELLATION FEES AND TITLE COMPANY CHARGES SHALL BE PAID BY SELLER. Buyer's Initials Seller's Initials 22.ARBITRATION OF DISPUTES.(This Arbitration of Disputes paragraph is applicable only if initialed by both Parties.) 22.1 ANY CONTROVERSY AS TO WHETHER SELLER IS ENTITLED TO LIQUIDATED DAMAGES AND/OR BUYER IS ENTITLED TO THE RETURN OF THE DEPOSIT SHALL BE DETERMINED BY BINDING ARBITRATION ADMINISTERED BY THE JUDICIAL ARBITRATION &MEDIATION SERVICES,INC.("JAMS")IN ACCORDANCE WITH ITS COMMERCIAL ARBITRATION RULES ("COMMERCIAL RULES").ARBITRATION HEARINGS SHALL BE HELD IN THE COUNTY WHERE THE PROPERTY IS LOCATED. SUCH CONTROVERSY SHALL BE ARBITRATED BY A SINGLE ARBITRATOR,APPOINTED UNDER THE COMMERCIAL RULES WHO HAS HAD AT LEAST 5 YEARS OF EXPERIENCE IN THE TYPE OF REAL ESTATE THAT IS THE SUBJECT OF THIS AGREEMENT.THE ARBITRATOR SHALL HEAR AND DETERMINE SAID CONTROVERSY IN ACCORDANCE WITH APPLICABLE LAW OF THE JURISDICTION WHERE THE PROPERTY IS LOCATED,THE INTENTION OF THE PARTIES AS EXPRESSED IN THIS AGREEMENT AND ANY AMENDMENTS THERETO,AND UPON THE EVIDENCE PRODUCED AT AN ARBITRATION HEARING.PRE-ARBITRATION DISCOVERY SHALL BE PERMITTED IN ACCORDANCE WITH THE COMMERCIAL RULES OR STATE LAW APPLICABLE TO ARBITRATION PROCEEDINGS.THE ARBITRATOR SHALL RENDER AN AWARD WITHIN 30 DAYS AFTER THE CONCLUSION OF THE HEARING,WHICH MAY INCLUDE ATTORNEYS'FEES AND COSTS TO THE PREVAILING PARTY PER DocuSign Envelope ID: 42DDAD79-914B-476F-BA76-CFB42E52426BDocuSign Envelope ID: 4666DF0B-0872-4433-B767-FB99FF89F993 ________________ ________________ INITIALS INITIALS ©2019 AIR CRE.All Rights Reserved.Last Edited:11/17/2022 9:03 AM OFA-20.20,Revised 10-22-2020 Page 8 of 10 PARAGRAPH 16 HEREOF AND SHALL BE ACCOMPANIED BY A REASONED OPINION.THE FAILURE OR REFUSAL OF A PARTY TO PAY SUCH PARTY’S REQUIRED SHARE OF THE DEPOSITS FOR ARBITRATOR COMPENSATION OR ADMINISTRATIVE CHARGES SHALL CONSTITUTE A WAIVER BY SUCH PARTY TO PRESENT EVIDENCE OR CROSS-EXAMINE WITNESSES,BUT SUCH WAIVER SHALL NOT ALLOW FOR A DEFAULT JUDGMENT AGAINST THE NON-PAYING PARTY IN THE ABSENCE OF EVIDENCE AND LEGAL ARGUMENT AS THE ARBITRATOR MAY REQUIRE FOR MAKING AN AWARD.JUDGMENT MAY BE ENTERED ON THE AWARD IN ANY COURT OF COMPETENT JURISDICTION NOTWITHSTANDING THE FAILURE OF A PARTY DULY NOTIFIED OF THE ARBITRATION HEARING TO APPEAR THEREAT. 22.2 BUYER'S RESORT TO OR PARTICIPATION IN SUCH ARBITRATION PROCEEDINGS SHALL NOT BAR SUIT IN A COURT OF COMPETENT JURISDICTION BY THE BUYER FOR DAMAGES AND/OR SPECIFIC PERFORMANCE UNLESS AND UNTIL THE ARBITRATION RESULTS IN AN AWARD TO THE SELLER OF LIQUIDATED DAMAGES,IN WHICH EVENT SUCH AWARD SHALL ACT AS A BAR AGAINST ANY ACTION BY BUYER FOR DAMAGES AND/OR SPECIFIC PERFORMANCE. 22.3 NOTICE:BY INITIALING IN THE SPACE BELOW YOU ARE AGREEING TO HAVE ANY DISPUTE ARISING OUT OF THE MATTERS INCLUDED IN THE "ARBITRATION OF DISPUTES"PROVISION DECIDED BY NEUTRAL ARBITRATION AS PROVIDED BY CALIFORNIA LAW AND YOU ARE GIVING UP ANY RIGHTS YOU MIGHT POSSESS TO HAVE THE DISPUTE LITIGATED IN A COURT OR JURY TRIAL.BY INITIALING IN THE SPACE BELOW YOU ARE GIVING UP YOUR JUDICIAL RIGHTS TO DISCOVERY AND APPEAL,UNLESS SUCH RIGHTS ARE SPECIFICALLY INCLUDED IN THE "ARBITRATION OF DISPUTES"PROVISION.IF YOU REFUSE TO SUBMIT TO ARBITRATION AFTER AGREEING TO THIS PROVISION,YOU MAY BE COMPELLED TO ARBITRATE UNDER THE AUTHORITY OF THE CALIFORNIA CODE OF CIVIL PROCEDURE.YOUR AGREEMENT TO THIS ARBITRATION PROVISION IS VOLUNTARY. WE HAVE READ AND UNDERSTAND THE FOREGOING AND AGREE TO SUBMIT DISPUTES ARISING OUT OF THE MATTERS INCLUDED IN THE "ARBITRATION OF DISPUTES" PROVISION TO NEUTRAL ARBITRATION. Buyer's Initials Seller's Initials 23.Miscellaneous. 23.1 Binding Effect.This Agreement shall be binding on the Parties without regard to whether or not paragraphs 21 and 22 are initialed by both of the Parties. Paragraphs 21 and 22 are each incorporated into this Agreement only if initialed by both Parties at the time that the Agreement is executed.Signatures to this Agreement accomplished by means of electronic signature or similar technology shall be legal and binding. 23.2 Applicable Law.This Agreement shall be governed by,and paragraph 22.3 is amended to refer to,the laws of the state in which the Property is located. Any litigation or arbitration between the Parties hereto concerning this Agreement shall be initiated in the county in which the Property is located. 23.3 Time of Essence.Time is of the essence of this Agreement. 23.4 Counterparts.This Agreement may be executed by Buyer and Seller in counterparts,each of which shall be deemed an original,and all of which together shall constitute one and the same instrument.Escrow Holder,after verifying that the counterparts are identical except for the signatures,is authorized and instructed to combine the signed signature pages on one of the counterparts,which shall then constitute the Agreement. 23.5 Waiver of Jury Trial.THE PARTIES HEREBY WAIVE THEIR RESPECTIVE RIGHTS TO TRIAL BY JURY IN ANY ACTION OR PROCEEDING INVOLVING THE PROPERTY OR ARISING OUT OF THIS AGREEMENT. 23.6 Conflict.Any conflict between the printed provisions of this Agreement and the typewritten or handwritten provisions shall be controlled by the typewritten or handwritten provisions.Seller and Buyer must initial any and all handwritten provisions. 23.7 1031 Exchange.Both Seller and Buyer agree to cooperate with each other in the event that either or both wish to participate in a 1031 exchange.Any party initiating an exchange shall bear all costs of such exchange.The cooperating Party shall not have any liability (special or otherwise)for damages to the exchanging Party in the event that the sale is delayed and/or that the sale otherwise fails to qualify as a 1031 exchange. 23.8 Days.Unless otherwise specifically indicated to the contrary,the word "days"as used in this Agreement shall mean and refer to calendar days. 24.Disclosures Regarding The Nature of a Real Estate Agency Relationship. 24.1 The Parties and Brokers agree that their relationship(s)shall be governed by the principles set forth in the applicable sections of the California Civil Code,as summarized in paragraph 24.2. 24.2 When entering into a discussion with a real estate agent regarding a real estate transaction,a Buyer or Seller should from the outset understand what type of agency relationship or representation it has with the agent or agents in the transaction.Buyer and Seller acknowledge being advised by the Brokers in this transaction,as follows: (a)Seller's Agent.A Seller's agent under a listing agreement with the Seller acts as the agent for the Seller only.A Seller's agent or subagent has the following affirmative obligations:(1)To the Seller:A fiduciary duty of utmost care,integrity,honesty,and loyalty in dealings with the Seller.(2)To the Buyer and the Seller:a.Diligent exercise of reasonable skills and care in performance of the agent's duties.b.A duty of honest and fair dealing and good faith.c.A duty to disclose all facts known to the agent materially affecting the value or desirability of the property that are not known to,or within the diligent attention and observation of,the Parties.An agent is not obligated to reveal to either Party any confidential information obtained from the other Party which does not involve the affirmative duties set forth above. (b)Buyer's Agent.A selling agent can,with a Buyer's consent,agree to act as agent for the Buyer only.In these situations,the agent is not the Seller's agent,even if by agreement the agent may receive compensation for services rendered,either in full or in part from the Seller.An agent acting only for a Buyer has the following affirmative obligations.(1)To the Buyer:A fiduciary duty of utmost care,integrity,honesty,and loyalty in dealings with the Buyer.(2)To the Buyer and the Seller:a.Diligent exercise of reasonable skills and care in performance of the agent's duties.b.A duty of honest and fair dealing and good faith.c.A duty to disclose all facts known to the agent materially affecting the value or desirability of the property that are not known to,or within the diligent attention and observation of,the Parties.An agent is not obligated to reveal to either Party any confidential information obtained from the other Party which does not involve the affirmative duties set forth above. (c)Agent Representing Both Seller and Buyer.A real estate agent,either acting directly or through one or more associate licensees,can legally be the agent of both the Seller and the Buyer in a transaction,but only with the knowledge and consent of both the Seller and the Buyer.(1)In a dual agency situation,the agent has the following affirmative obligations to both the Seller and the Buyer:a.A fiduciary duty of utmost care,integrity,honesty and loyalty in the dealings with either Seller or the Buyer.b.Other duties to the Seller and the Buyer as stated above in their respective sections (a)or (b)of this paragraph 24.2.(2)In representing both Seller and Buyer,the agent may not,without the express permission of the respective Party,disclose to the other Party confidential information,including,but not limited to,facts relating to either Buyer's or Seller's financial position,motivations,bargaining position,or other personal information that may impact price, including Seller's willingness to accept a price less than the listing price or Buyer's willingness to pay a price greater than the price offered.(3)The above duties of the agent in a real estate transaction do not relieve a Seller or Buyer from the responsibility to protect their own interests.Buyer and Seller should carefully read all DocuSign Envelope ID: 42DDAD79-914B-476F-BA76-CFB42E52426BDocuSign Envelope ID: 4666DF0B-0872-4433-B767-FB99FF89F993 ________________ ________________ INITIALS INITIALS ©2019 AIR CRE.All Rights Reserved.Last Edited:11/17/2022 9:03 AM OFA-20.20,Revised 10-22-2020 Page 9 of 10 agreements to assure that they adequately express their understanding of the transaction.A real estate agent is a person qualified to advise about real estate.If legal or tax advice is desired,consult a competent professional.Buyer has the duty to exercise reasonable care to protect Buyer,including as to those facts about the Property which are known to Buyer or within Buyer's diligent attention and observation.Both Seller and Buyer should strongly consider obtaining tax advice from a competent professional because the federal and state tax consequences of a transaction can be complex and subject to change. (d)Further Disclosures.Throughout this transaction Buyer and Seller may receive more than one disclosure,depending upon the number of agents assisting in the transaction.Buyer and Seller should each read its contents each time it is presented,considering the relationship between them and the real estate agent in this transaction and that disclosure.Buyer and Seller each acknowledge receipt of a disclosure of the possibility of multiple representation by the Broker representing that principal.This disclosure may be part of a listing agreement,buyer representation agreement or separate document.Buyer understands that Broker representing Buyer may also represent other potential buyers,who may consider,make offers on or ultimately acquire the Property.Seller understands that Broker representing Seller may also represent other sellers with competing properties that may be of interest to this Buyer.Brokers have no responsibility with respect to any default or breach hereof by either Party.The Parties agree that no lawsuit or other legal proceeding involving any breach of duty,error or omission relating to this transaction may be brought against Broker more than one year after the Date of Agreement and that the liability (including court costs and attorneys' fees),of any Broker with respect to any breach of duty,error or omission relating to this Agreement shall not exceed the fee received by such Broker pursuant to this Agreement;provided,however,that the foregoing limitation on each Broker's liability shall not be applicable to any gross negligence or willful misconduct of such Broker. 24.3 Confidential Information.Buyer and Seller agree to identify to Brokers as "Confidential"any communication or information given Brokers that is considered by such Party to be confidential. 25.Construction of Agreement.In construing this Agreement,all headings and titles are for the convenience of the Parties only and shall not be considered a part of this Agreement.Whenever required by the context,the singular shall include the plural and vice versa.This Agreement shall not be construed as if prepared by one of the Parties,but rather according to its fair meaning as a whole,as if both Parties had prepared it. 26.Additional Provisions. Additional provisions of this offer,if any,are as follows or are attached hereto by an addendum or addenda consisting of paragraphs through .(If there are no additional provisions write "NONE".) 26.1 Notwithstanding anything to the contrary herein,Buyer shall have Ninety (90) days from receipt of a fully executed contract to conduct any preliminary investigations to determine that there are no governmental,physical,environmental conditions,soil conditions,or economic constraints which would render the condition of the property unacceptable to Buyer or Buyer's intended use of the Property unfeasible or uneconomical. This includes physical inspections of the Property,investment analysis's of the project or projects,due diligence testing,and/or other matters Buyer deems necessary to satisfy Buyer's verification concerning the intended use of the Property.This Paragraph will be made part of and supersede all statements made in Paragraph 9 and any Subparagraphs within Paragraph 9 of this document. 26.2 The Property will be delivered vacant to Buyer at the Close of Escrow. Notwithstanding the provisions of Section 9.1(h),Buyer has 30 days from the receipt of said Existing Leases and Estoppel Certificates to satisfy itself with regard to Existing Leases and any other tenancy issues.If any current occupants of the Property claim entitlement to relocation assistance or benefits under any federal or state relocation laws or regulations,including without limitation,the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (42 U.S.C.§4601 et seq.),if applicable, or under Title 1,Division 7,Chapter 1 of the Government Code of the State of California (Section 7260 et seq.),or the Relocation Assistance and Real Property Acquisition Guidelines (25 Cal.Code Regs.§6000 et seq.),Seller will,at its sole cost,be solely responsible for providing any such assistance and/or benefits to such occupants and/or negotiating a Relocation Agreement and/or Release. ATTENTION:NO REPRESENTATION OR RECOMMENDATION IS MADE BY AIR CRE OR BY ANY BROKER AS TO THE LEGAL SUFFICIENCY,LEGAL EFFECT,OR TAX CONSEQUENCES OF THIS AGREEMENT OR THE TRANSACTION TO WHICH IT RELATES.THE PARTIES ARE URGED TO: 1.SEEK ADVICE OF COUNSEL AS TO THE LEGAL AND TAX CONSEQUENCES OF THIS AGREEMENT. 2.RETAIN APPROPRIATE CONSULTANTS TO REVIEW AND INVESTIGATE THE CONDITION OF THE PROPERTY.SAID INVESTIGATION SHOULD INCLUDE BUT NOT BE LIMITED TO:THE POSSIBLE PRESENCE OF HAZARDOUS SUBSTANCES,THE ZONING OF THE PROPERTY,THE INTEGRITY AND CONDITION OF ANY STRUCTURES AND OPERATING SYSTEMS,AND THE SUITABILITY OF THE PROPERTY FOR BUYER'S INTENDED USE. WARNING:IF THE PROPERTY IS LOCATED IN A STATE OTHER THAN CALIFORNIA,CERTAIN PROVISIONS OF THIS AGREEMENT MAY NEED TO BE REVISED TO COMPLY WITH THE LAWS OF THE STATE IN WHICH THE PROPERTY IS LOCATED. NOTE: 1.THIS FORM IS NOT FOR USE IN CONNECTION WITH THE SALE OF RESIDENTIAL PROPERTY. 2.IF EITHER PARTY IS A CORPORATION,IT IS RECOMMENDED THAT THIS AGREEMENT BE SIGNED BY TWO CORPORATE OFFICERS. The undersigned Buyer offers and agrees to buy the Property on the terms and conditions stated and acknowledges receipt of a copy hereof. DocuSign Envelope ID: 42DDAD79-914B-476F-BA76-CFB42E52426BDocuSign Envelope ID: 4666DF0B-0872-4433-B767-FB99FF89F993 ________________ ________________ INITIALS INITIALS ©2019 AIR CRE.All Rights Reserved.Last Edited:11/17/2022 9:03 AM OFA-20.20,Revised 10-22-2020 Page 10 of 10 BROKER N/A Attn: Title: Address: Phone: Fax: Email: Federal ID No.: Broker DRE License #: Agent DRE License #: Date: BUYER The City of San Luis Obispo By: Name Printed: Title: Phone: Fax: Email: By: Name Printed: Title: Phone: Fax: Email: Address: Federal ID No.: 27.Acceptance. 27.1 Seller accepts the foregoing offer to purchase the Property and hereby agrees to sell the Property to Buyer on the terms and conditions therein specified. 27.2 In consideration of real estate brokerage service rendered by Brokers,Seller agrees to pay Brokers a real estate Brokerage Fee per a separate written agreement between Sellers and brokers.Buyer shall have no responsibility to pay real estate brokeragee fees.in a sum equal to %of the Purchase Price to be divided between the Brokers as follows:Seller's Broker %and Buyer's Broker %.This Agreement shall serve as an irrevocable instruction to Escrow Holder to pay such Brokerage Fee to Brokers out of the proceeds accruing to the account of Seller at the Closing. 27.3 Seller acknowledges receipt of a copy hereof and authorizes Brokers to deliver a signed copy to Buyer. NOTE:A PROPERTY INFORMATION SHEET IS REQUIRED TO BE DELIVERED TO BUYER BY SELLER UNDER THIS AGREEMENT. BROKER Anderson Commercial Real Estate Services Attn:Mark Anderson/Derek Senn Title: Address: Phone: Fax: Email: Federal ID No.: Broker DRE License #:00944530 Agent's DRE License #:00944530/01252131 Date: SELLER M4L Walnut Land and Property LLC By: Name Printed:James Glinn,Manager Title: Phone: Fax: Email: By: Name Printed: Title: Phone: Fax: Email: Address: Federal ID No.: AIR CRE *https://www.aircre.com *213-687-8777 *contracts@aircre.com NOTICE:No part of these works may be reproduced in any form without permission in writing. DocuSign Envelope ID: 42DDAD79-914B-476F-BA76-CFB42E52426B 11/17/2022 Derek Johnson DocuSign Envelope ID: 4666DF0B-0872-4433-B767-FB99FF89F993 11/18/2022 ________________ ________________ INITIALS INITIALS ©2017 AIR CRE.All Rights Reserved.Last Edited:11/23/2022 10:36 AM PI-8.03,Revised 10-22-2020 Page 1 of 2 PROPERTY INFORMATION SHEET (For the sale or leasing of non-residential properties) PREFACE: Purpose:This Statement is NOT a warranty as to the actual condition of the Property/Premises.The purpose is,instead,to provide the brokers and the potential buyer/lessee with important information about the Property/Premises which is currently in the actual knowledge of the Owner and which the Owner is required by law to disclose. Actual Knowledge:For purposes of this Statement the phrase 'actual knowledge'means:the awareness of a fact,or the awareness of sufficient information and circumstances so as to cause one to believe that a certain situation or condition probably exists. TO WHOM IT MAY CONCERN: M4L Walnut Land and Property LLC ("Owner"),owns the Property/Premises commonly known as (street address,city,state,zip) 1106-1120 Walnut Street,San Luis Obispo,CA 93401 located in the County of San Luis Obispo ,and generally described as (describe briefly the nature of the Premises or Property)A two story office building on a parcel of approximately 37,897 SF (hereinafter "Property"),and certifies that: 1.Material Physical Defects.Owner has no actual knowledge of any material physical defects in the Property or any improvements and structures thereon, including,but not limited to the roof,except (if there are no exceptions write "NONE"):None . 2.Equipment. A.Owner has no actual knowledge that the heating,ventilating,air conditioning,plumbing,loading doors,electrical and lighting systems,life safety systems, security systems and mechanical equipment existing on the Property as of the date hereof,if any,are not in good operating order and condition,except (if there are no exceptions write "NONE"):None . B.Owner has no actual knowledge of any leases,financing agreements,liens or other agreements affecting any equipment which is being included with the Property,except (if there are no exceptions write "NONE"):None . 3.Soil Conditions.Owner has no actual knowledge that the Property has any slipping,sliding,settling,flooding,ponding or any other grading,drainage or soil problems,except (if there are no exceptions write "NONE"):None . 4.Utilities.Owner represents and warrants that the Property is served by the following utilities (check the appropriate boxes)public sewer system and the cost of installation thereof has been fully paid,private septic system,electricity,natural gas,domestic water,telephone,and other: Internet . 5.Insurance.Owner has no actual knowledge of any insurance claims filed regarding the Property during the preceding 3 years,except (if there are no exceptions write "NONE"):None . 6.Compliance With Laws.Owner has no actual knowledge of any aspect or condition of the Property which violates applicable laws,rules,regulations,codes,or covenants,conditions or restrictions,or of improvements or alterations made to the Property without a permit where one was required,or of any unfulfilled order or directive of any applicable government agency or of any casualty insurance company that any work of investigation,remediation,repair,maintenance or improvement is to be performed on the Property,except (if there are no exceptions write "NONE"):None . 7.Hazardous Substances and Mold. A.Owner has no actual knowledge of the Property ever having been used as a waste dump,of the past or present existence of any above or below ground storage tanks on the Property,or of the current existence on the Property of asbestos,transformers containing PCB's or any hazardous,toxic or infectious substance whose nature and/or quantity of existence,use,manufacture or effect,render it subject to Federal,state or local regulation,investigation,remediation or removal as potentially injurious to public health or welfare,except (if there are no exceptions write "NONE"):None . B.Owner represents and warrants that it is not currently,and never has been engaged in the business of hauling waste,and never stored hazardous substances on the Property,except (if there are no exceptions write "NONE"):None . C.Owner has no actual knowledge of the existence on the Property of hazardous levels of any mold or fungi defined as toxic under applicable state or Federal law,except (if there are no exceptions write "NONE"):None . 8.Fire Damage.Owner has no actual knowledge of any structure on the Property having suffered material fire damage,except (if there are no exceptions write "NONE"):None . 9.Actions,Suits or Proceedings.Owner has no actual knowledge that any actions,suits or proceedings are pending or threatened before any court,arbitration tribunal,governmental department,commission,board,bureau,agency or instrumentality that would affect the Property or the right or ability of an owner or tenant to convey,occupy or utilize the Property,except (if there are no exceptions write "NONE"):None . Owner has not served any Notices of Default on any of the tenants of the Property which have not been resolved except (if there are no exceptions write "NONE"): None . 10.Governmental Proceedings.Owner has no actual knowledge of any existing or contemplated condemnation,environmental,zoning,redevelopment agency DocuSign Envelope ID: 8E361960-3742-4EE9-BF8E-A92A6ADF244ADocuSign Envelope ID: 709A7E56-8705-47F8-A3FE-4E09A5A35172 ________________ ________________ INITIALS INITIALS ©2017 AIR CRE.All Rights Reserved.Last Edited:11/23/2022 10:36 AM PI-8.03,Revised 10-22-2020 Page 2 of 2 plan or other land use regulation proceedings which could detrimentally affect the value,use and operation of the Property,except (if there are no exceptions write "NONE"):None . 11.Unrecorded Title Matters.Owner has no actual knowledge of any encumbrances,covenants,conditions,restrictions,easements,licenses,liens,charges or other matters which affect the title of the Property that are not recorded in the official records of the county recorder where the Property is located,except (if there are no exceptions write "NONE"):None . 12.Leases.Owner has no actual knowledge of any leases,subleases or other tenancy agreements affecting the Property,except (if there are no exceptions write "NONE"):The current lease that is in place.Owner will provide an estoppel certificate outlining the lease terms.The lease expires on May 14,2023.. 13.Options.Owner has no actual knowledge of any options to purchase,rights of first refusal,rights of first offer or other similar agreements affecting the Property, except (if there are no exceptions write "NONE"):None . 14.Short Sale/Foreclosure.The ability of the Owner to complete a sale of the Property is contingent is not contingent upon obtaining the consent of one or more lenders to conduct a 'short sale',i.e.a sale for less that the amount owing on the Property.(This paragraph only needs to be completed if this Property Information Sheet is being completed in connection with the proposed sale of the Property)One or more of any loans secured by the Property is is not in foreclosure. 15.Energy Efficiency.The Property has has not been granted an energy efficiency rating or certification such as one from the U.S.Green Building Council's Leadership in Energy and Environmental Design (LEED)or Seller/Lessor does not know if the Property has been granted such a rating or certificate.If such a rating or certification has been obtained please describe the rating or certification and provide the name of the organization that granted it:. 16.Other.(It will be presumed that there are no additional items which warrant disclosure unless they are set forth herein):. The statements herein will be relied upon by brokers,buyers,lessees,lenders and others.Therefore,Owner and/or the Owner's Property Manager has reviewed and modified this printed statement as necessary to accurately and completely state all the known material facts concerning the Property.To the extent such modifications are not made,this statement may be relied upon as printed.This statement,however,shall not relieve a buyer or lessee of responsibility for independent investigation of the Property.Owner agrees to promptly notify,in writing,all appropriate parties of any material changes which may occur in the statements contained herein from the date this statement is signed until title to the Property is transferred,or the lease is executed.Signatures to this Statement accomplished by means of electronic signature or similar technology shall be legal and binding. Date: (fill in date of execution) OWNER M4L Walnut Land and Property LLC By: Name Printed: Title: Buyer/lessee hereby acknowledges receipt of a copy of this Property Information Sheet on .(Fill in date received) BUYER/LESSEE By: Name Printed: Title: AIR CRE *https://www.aircre.com *213-687-8777 *contracts@aircre.com NOTICE:No part of these works may be reproduced in any form without permission in writing. DocuSign Envelope ID: 8E361960-3742-4EE9-BF8E-A92A6ADF244A 11/23/2022 DocuSign Envelope ID: 709A7E56-8705-47F8-A3FE-4E09A5A35172 12/12/2022 54 From:Loew, Michael Sent:Tuesday, November 14, 2023 4:26 PM To:Ruben Rivas; Bernstorff, Rebecca Cc:Maggio, Rodger Subject:Updated spreadsheet Attachments:Building Safety User Fee Model FY24 10.12.23 - 1st draft.xlsx Please find the updated figures. Michael Loew DeputyDirector/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 55 From:Bernstorff, Rebecca Sent:Tuesday, November 14, 2023 3:14 PM To:Horn, Matt Subject:FW: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Attachments:SLO Engineering Time Estimates- PW Cross Support 11-14-23.xlsx Importance:High Manny isn’t responding to emails, help! 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, November 14, 2023 2:59 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Thank you Trae for filling in some of our blanks today. Manny, Trae mentioned that there are several fees that you work on as well. Would you mind taking a look at the attached spreadsheet and letting me know on average how much time you might spent on the fees listed? I’m sorry for the tight turn around time. We have a meeting Thursday to review the fee results with Engineering and are hoping we could receive your time estimates by COB Wed. 11/15. 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. 56 From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:55 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: Re: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, I’m already off work for today. I can do tomorrow 2:30 if that works for you? Get Outlook for iOS From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, November 13, 2023 3:35:35 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much time you typically spend that would be great. You will not need to list any time for anything you don’t work on. I am free today after 4 pm or tomorrow 10 am or anytime after 2 pm. Let me know and I can set up a Teams meeting. Thanks Trae 뤳륝륟률륡륞 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 57 Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their time spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am attaching a spreadsheet that shows the list of the fees as well as what the time estimates were back in FY17 (the time is in hours). I am hoping that you can list your average time spent to provide the service under column Q. 58 Since this is your first time seeing this information, I am happy to jump on a call and walk through the process with you and answer any questions you may have. I apologize for the tight turn around, but I am trying to wrap up these time estimates by Tuesday 11/14 if possible. We have a follow up meeting with Engineering on Thursday 11/16 and would like to include your time if possible. Thank you for any information you can provide. 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. 59 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Tuesday, November 14, 2023 2:59 PM To:Christensen, Trae; Bernstorff, Rebecca; Guzman, Manuel Subject:RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Attachments:SLO Engineering Time Estimates- PW Cross Support 11-14-23.xlsx Importance:High Thank you Trae for filling in some of our blanks today. Manny, Trae mentioned that there are several fees that you work on as well. Would you mind taking a look at the attached spreadsheet and letting me know on average how much time you might spent on the fees listed? I’m sorry for the tight turn around time. We have a meeting Thursday to review the fee results with Engineering and are hoping we could receive your time estimates by COB Wed. 11/15. 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:55 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: Re: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, I’m already off work for today. I can do tomorrow 2:30 if that works for you? Get Outlook for iOS From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, November 13, 2023 3:35:35 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 60 Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much time you typically spend that would be great. You will not need to list any time for anything you don’t work on. I am free today after 4 pm or tomorrow 10 am or anytime after 2 pm. Let me know and I can set up a Teams meeting. Thanks Trae 뤳륝륟률륡륞 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. Thanks! CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 61 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their time spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am attaching a spreadsheet that shows the list of the fees as well as what the time estimates were back in FY17 (the time is in hours). I am hoping that you can list your average time spent to provide the service under column Q. Since this is your first time seeing this information, I am happy to jump on a call and walk through the process with you and answer any questions you may have. I apologize for the tight turn around, but I am trying to wrap up these time estimates by Tuesday 11/14 if possible. We have a follow up meeting with Engineering on Thursday 11/16 and would like to include your time if possible. Thank you for any information you can provide. 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. 62 From:Keller, Erin Sent:Tuesday, November 14, 2023 2:30 PM To:Taylor, Brent Subject:FW: Planning EnerGov Report 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 Sent: Tuesday, November 14, 2023 2:08 PM To: Corey, Tyler <tcorey@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Kazemi, Neema <nkazemi@slocity.org> Subject: Planning EnerGov Report Hello Tyler, http://sqlreporting.slocity.org/Reports_REPORTING/report/EnerGov/Community%20Development/Planning%20Applic ation%20Count Please review the report that Neema and you worked on last week for accuracy. After you give me the thumbs up. I will send this information to the Fee Study Consultant. Kudos to Neema and you for getting this done. EK Erin Keller pronouns she/her/hers Senior Business Analyst Community Development E EKeller@slocity.org T 805.781.7296 slocity.org 63 Stay connected with the City by signing up for e-notifications 64 From:Felt, Chris Sent:Tuesday, November 14, 2023 2:27 PM To:Ellsworth, Melissa; Cruce, Greg Cc:Bernstorff, Rebecca Subject:RE: Patrol Vehicle Costing OK, I’m on it – get it to you ASAP. Thanks Melissa, Chris From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 1:44 PM To: Felt, Chris <cfelt@slocity.org>; Cruce, Greg <gcruce@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Patrol Vehicle Costing I’d need the information as soon as possible, but if you need some time – I’d say by next Tuesday 11/21 would work. From: Felt, Chris <cfelt@slocity.org> Sent: Tuesday, November 14, 2023 1:39 PM To: Ellsworth, Melissa <mellswor@slocity.org>; Cruce, Greg <gcruce@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Patrol Vehicle Costing Thanks for the clarification – it looks like you have been peeking at our books - You are very close in annual maintenance costs! I don’t have a fuel cost at the ready, how soon do you need that and the spot-on maintenance data? From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 1:09 PM To: Felt, Chris <cfelt@slocity.org>; Cruce, Greg <gcruce@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Patrol Vehicle Costing Correct, she is trying to calculate the City’s costs in responding to this type of call. It includes dispatcher time, officer time, and should also include vehicle costs. Do you have a pre-determined “cost” of a patrol vehicle in terms of maintenance and fuel? This would look something like: PD Patrol Vehicle annual maintenance costs is estimated at $5800 per year and fuel is estimated at $1100 per year on average. From: Felt, Chris <cfelt@slocity.org> Sent: Tuesday, November 14, 2023 1:05 PM To: Cruce, Greg <gcruce@slocity.org>; Ellsworth, Melissa <mellswor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Patrol Vehicle Costing Hello Melissa, 65 Just to make sure I’m on the right track, it seems the consultant is looking to be able to put a cost value on a call-out that involves a PD patrol unit. It seems logical that this would be expressed in terms of ‘cost-per-hour’, or less accurately, ‘cost-per-call’. Am I heading down the correct path for their data needs? Thanks, Chris From: Cruce, Greg <gcruce@slocity.org> Sent: Tuesday, November 14, 2023 12:07 PM To: Ellsworth, Melissa <mellswor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Felt, Chris <cfelt@slocity.org> Subject: RE: Patrol Vehicle Costing Hi Melissa, Chris is back and I’m looping him in to get this info for you. Thanks, Greg Cruce Deputy Director - Maintenance Operations Public Works Department 805.781.7264 gcruce@slocity.org From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 11:35 AM To: Cruce, Greg <gcruce@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Patrol Vehicle Costing Hi Greg, I’m working with the consultant on the User Fee Study and we are discussing false alarm response fees. It would be ideal for the City to recoup costs associated with vehicle costs to respond to a false alarm and the consultant is asking if Fleet has developed a “patrol vehicle cost” that includes maintenance and fuel estimates? Thanks for your assistance, Melissa Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org 66 Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 67 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Tuesday, November 14, 2023 2:21 PM To:Ellsworth, Melissa Cc:Rachel King Subject:RE: [EXTERNAL]Recommended Fees Attachments:San Luis Obispo Police UF FY24_11-7-23 sworn vs non sworn.xlsm This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Yes that is correct. I am aƩaching the model we were looking at today with the revised Ɵme on the 3rd false alarm for comparison. Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 2:08 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Cc: Rachel King <rking@mgtconsulting.com> Subject: [EXTERNAL]Recommended Fees Hi Cindy, Just confirming that the fees on the “Exec Summary” tab, with the exception of False Alarms and Alarm Permits, are closed to being finalized and these figures represent what Rebecca/MGT will be presenting to the Department Head team? The last sheet I received from you was awhile ago, so I wanted to confirm I had my numbers right. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 68 69 From:Keller, Erin Sent:Tuesday, November 14, 2023 2:21 PM To:Tway, Timothea (Timmi) Subject:FW: Planning EnerGov Report Attachments:Planning Application Count 2023.xlsx; Planning Application Count 2022.xlsx FYI. From: Corey, Tyler <tcorey@slocity.org> Sent: Tuesday, November 14, 2023 2:12 PM To: Keller, Erin <EKeller@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Kazemi, Neema <nkazemi@slocity.org> Subject: RE: Planning EnerGov Report Report looks great! Please send to consultant. Thank you! From: Keller, Erin <EKeller@slocity.org> Sent: Tuesday, November 14, 2023 2:08 PM To: Corey, Tyler <tcorey@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Kazemi, Neema <nkazemi@slocity.org> Subject: Planning EnerGov Report Hello Tyler, http://sqlreporting.slocity.org/Reports_REPORTING/report/EnerGov/Community%20Development/Planning%20Applic ation%20Count Please review the report that Neema and you worked on last week for accuracy. After you give me the thumbs up. I will send this information to the Fee Study Consultant. Kudos to Neema and you for getting this done. EK 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 Work Class # of Plans Incentive Request 3 Affordable Housing 13 Parking 3 Architectural Review - Minor & Incidental 1 Tier 1 Appeal - Non Applicant (City Clerk) 1 Development Projects 8 Development Projects - Major 6 Minor/Incidental 22 Zoning 3 Director's Action 33 Night Work 10 Outdoor Sales 1 Parklet 9 Sidewalk Cafe 1 Environmental Impact Determination 3 Initial Study/EIR 2 Fence Height Exception 5 Lot Line Adjustment 7 Parcel Map 8 Tract Map 4 Map Amendment (incl. Rezoning) 1 Text Amendment 1 Historic Listing 3 Mill's Act 2 Homestay 31 Land Use Documentation 6 Modification to Project 5 Home Occupation 115 Architectural Review 5 Subdivision 1 Use Permit 1 Specific Plan 1 Tentative Lot Line Adjustment 5 Tentative Parcel Map 8 Tentative Tract Map (21+ Lots) 1 Voluntary Merger 4 Time Extension 3 Administrative Use Permit 12 Planning Commission 3 Planning Application Count 2022 Plan Type Affordable Housing Agreements Agreements Appeal Appeal Architectural Review Architectural Review Architectural Review Code Text Amendment Director's Approval Director's Approval Director's Approval Director's Approval Director's Approval Environmental Impact Determination Environmental Impact Determination Fence Height Exception Final Map Final Map Final Map General Plan General Plan Historic Review Historic Review Homestay Land Use Documentation Modification Occupancy Pre-Application Pre-Application Pre-Application Specific Plan Use Permit Use Permit Subdivision Subdivision Subdivision Subdivision Time Extension 11/14/2023 2:15:39 PM Work Class # of Plans Incentive Request 2 Parking 1 Tier 1 Appeal - Applicant (City Clerk) 1 Tier 4 Appeal - Applicant 1 Conceptual 2 Development Projects 4 Development Projects - Major 5 Minor/Incidental 9 Public Art 2 Retail Operator 1 Municipal Code 3 Zoning 1 Director's Action 39 Night Work 9 Non-Conforming Structure 2 Parklet 2 Sidewalk Cafe 1 Sign Exception 3 Tiny Home on wheels 2 Initial Study/EIR 1 Fence Height Exception 3 Lot Line Adjustment 3 Parcel Map 7 Historic Listing 2 Homestay 27 Land Use Documentation 8 Modification to Project 12 Home Occupation 110 Plan Amendment 3 Rezoning 1 Architectural Review 6 Subdivision 3 Use Permit 1 Map Amendment (incl. Rezoning) 2 Tentative Lot Line Adjustment 4 Tentative Parcel Map 8 Voluntary Merger 4 Time Extension 5 Administrative Use Permit 11 Planning Commission 3 Planning Application Count 2023 Plan Type Affordable Housing Agreements Appeal Appeal Architectural Review Architectural Review Architectural Review Architectural Review Architectural Review Cannabis Code Text Amendment Code Text Amendment Director's Approval Director's Approval Director's Approval Director's Approval Director's Approval Director's Approval Director's Approval Environmental Impact Determination Fence Height Exception Final Map Final Map Historic Review Homestay Land Use Documentation Modification Occupancy Planned Development Planned Development Pre-Application Pre-Application Time Extension Use Permit Use Permit Pre-Application Rezoning Subdivision Subdivision Subdivision 11/14/2023 2:12:49 PM 70 From:Corey, Tyler Sent:Tuesday, November 14, 2023 2:12 PM To:Keller, Erin Cc:Bernstorff, Rebecca; Kazemi, Neema Subject:RE: Planning EnerGov Report Report looks great! Please send to consultant. Thank you! From: Keller, Erin <EKeller@slocity.org> Sent: Tuesday, November 14, 2023 2:08 PM To: Corey, Tyler <tcorey@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Kazemi, Neema <nkazemi@slocity.org> Subject: Planning EnerGov Report Hello Tyler, http://sqlreporting.slocity.org/Reports_REPORTING/report/EnerGov/Community%20Development/Planning%20Applic ation%20Count Please review the report that Neema and you worked on last week for accuracy. After you give me the thumbs up. I will send this information to the Fee Study Consultant. Kudos to Neema and you for getting this done. EK 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 71 From:Ellsworth, Melissa Sent:Tuesday, November 14, 2023 2:08 PM To:Cindy Sconce Cc:Rachel King Subject:Recommended Fees Attachments:Copy of San Luis Obispo Police UF FY24_09-19-23.xlsm Hi Cindy, Just confirming that the fees on the “Exec Summary” tab, with the exception of False Alarms and Alarm Permits, are closed to being finalized and these figures represent what Rebecca/MGT will be presenting to the Department Head team? The last sheet I received from you was awhile ago, so I wanted to confirm I had my numbers right. 72 73 From:Ellsworth, Melissa Sent:Tuesday, November 14, 2023 1:44 PM To:Felt, Chris; Cruce, Greg Cc:Bernstorff, Rebecca Subject:RE: Patrol Vehicle Costing I’d need the information as soon as possible, but if you need some time – I’d say by next Tuesday 11/21 would work. From: Felt, Chris <cfelt@slocity.org> Sent: Tuesday, November 14, 2023 1:39 PM To: Ellsworth, Melissa <mellswor@slocity.org>; Cruce, Greg <gcruce@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Patrol Vehicle Costing Thanks for the clarification – it looks like you have been peeking at our books - You are very close in annual maintenance costs! I don’t have a fuel cost at the ready, how soon do you need that and the spot-on maintenance data? From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 1:09 PM To: Felt, Chris <cfelt@slocity.org>; Cruce, Greg <gcruce@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Patrol Vehicle Costing Correct, she is trying to calculate the City’s costs in responding to this type of call. It includes dispatcher time, officer time, and should also include vehicle costs. Do you have a pre-determined “cost” of a patrol vehicle in terms of maintenance and fuel? This would look something like: PD Patrol Vehicle annual maintenance costs is estimated at $5800 per year and fuel is estimated at $1100 per year on average. From: Felt, Chris <cfelt@slocity.org> Sent: Tuesday, November 14, 2023 1:05 PM To: Cruce, Greg <gcruce@slocity.org>; Ellsworth, Melissa <mellswor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Patrol Vehicle Costing Hello Melissa, Just to make sure I’m on the right track, it seems the consultant is looking to be able to put a cost value on a call-out that involves a PD patrol unit. It seems logical that this would be expressed in terms of ‘cost-per-hour’, or less accurately, ‘cost-per-call’. Am I heading down the correct path for their data needs? Thanks, Chris From: Cruce, Greg <gcruce@slocity.org> Sent: Tuesday, November 14, 2023 12:07 PM To: Ellsworth, Melissa <mellswor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Felt, Chris <cfelt@slocity.org> Subject: RE: Patrol Vehicle Costing 74 Hi Melissa, Chris is back and I’m looping him in to get this info for you. Thanks, Greg Cruce Deputy Director - Maintenance Operations Public Works Department 805.781.7264 gcruce@slocity.org From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 11:35 AM To: Cruce, Greg <gcruce@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Patrol Vehicle Costing Hi Greg, I’m working with the consultant on the User Fee Study and we are discussing false alarm response fees. It would be ideal for the City to recoup costs associated with vehicle costs to respond to a false alarm and the consultant is asking if Fleet has developed a “patrol vehicle cost” that includes maintenance and fuel estimates? Thanks for your assistance, Melissa Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 75 From:Ellsworth, Melissa Sent:Tuesday, November 14, 2023 1:29 PM To:lhorejsi@arroyogrande.org Subject:False Alarm Fees Hi Lynda, Our City is in the middle of a fee study and I’m working with a consultant on Police fees. Specifically, False Alarm fees, I’m trying to reach out to other cities to find out how their fees are calculated. I took the following information from your website, the most current Master Fee Schedule. How is AG calculating the costs for permits and false alarm responses? We contract with a alarm tracking company to invoice for alarm permits, so I’m having some challenges determining costs. Also, how are you determining the increase in costs for false alarms? Thanks for your assistance! Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications 76 This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 77 From:Ellsworth, Melissa Sent:Tuesday, November 14, 2023 1:09 PM To:Felt, Chris; Cruce, Greg Cc:Bernstorff, Rebecca Subject:RE: Patrol Vehicle Costing Correct, she is trying to calculate the City’s costs in responding to this type of call. It includes dispatcher time, officer time, and should also include vehicle costs. Do you have a pre-determined “cost” of a patrol vehicle in terms of maintenance and fuel? This would look something like: PD Patrol Vehicle annual maintenance costs is estimated at $5800 per year and fuel is estimated at $1100 per year on average. From: Felt, Chris <cfelt@slocity.org> Sent: Tuesday, November 14, 2023 1:05 PM To: Cruce, Greg <gcruce@slocity.org>; Ellsworth, Melissa <mellswor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Patrol Vehicle Costing Hello Melissa, Just to make sure I’m on the right track, it seems the consultant is looking to be able to put a cost value on a call-out that involves a PD patrol unit. It seems logical that this would be expressed in terms of ‘cost-per-hour’, or less accurately, ‘cost-per-call’. Am I heading down the correct path for their data needs? Thanks, Chris From: Cruce, Greg <gcruce@slocity.org> Sent: Tuesday, November 14, 2023 12:07 PM To: Ellsworth, Melissa <mellswor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Felt, Chris <cfelt@slocity.org> Subject: RE: Patrol Vehicle Costing Hi Melissa, Chris is back and I’m looping him in to get this info for you. Thanks, Greg Cruce Deputy Director - Maintenance Operations Public Works Department 805.781.7264 gcruce@slocity.org From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 11:35 AM To: Cruce, Greg <gcruce@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Patrol Vehicle Costing Hi Greg, 78 I’m working with the consultant on the User Fee Study and we are discussing false alarm response fees. It would be ideal for the City to recoup costs associated with vehicle costs to respond to a false alarm and the consultant is asking if Fleet has developed a “patrol vehicle cost” that includes maintenance and fuel estimates? Thanks for your assistance, Melissa Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re- transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 79 From:Whittington, Shane Sent:Tuesday, November 14, 2023 12:58 PM To:Taylor, Brent; Malicoat, Debbie Subject:Re: AB 1600 - Water and Wastewater Fund Expenditures & Balances I started this list, so that we can start tying the projects identified in the 2017 Nexus Study to Oracle project numbers. DIF Projects_Water and Wastewater.xlsx I can't promise that I'll be able to provide you all the project numbers, but I can definitely pick away at it as time allows. Happy to talk through it as needed. Sincerest thanks, Shane Whittington Business Manager Utilities E swhittin@slocity.org T 805.781.7506 slocity.org The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l Stay connected with the City by signing up for e-notifications From: Whittington, Shane <swhittin@slocity.org> Sent: Tuesday, November 14, 2023 12:27 PM To: Taylor, Brent <btaylor@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org> Subject: Re: AB 1600 - Water and Wastewater Fund Expenditures & Balances Hey Brent! I haven't sat down to do a true up or identify the project numbers. I can, but it probably wouldn't be a quick turnaround. Sincerest thanks, Shane Whittington 80 Business Manager Utilities E swhittin@slocity.org T 805.781.7506 slocity.org The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l Stay connected with the City by signing up for e-notifications From: Taylor, Brent <btaylor@slocity.org> Sent: Tuesday, November 14, 2023 12:18 PM To: Whittington, Shane <swhittin@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org> Subject: RE: AB 1600 - Water and Wastewater Fund Expenditures & Balances Thanks Shane, very helpful. Do you happen to have any of the associated project numbers for any of these? 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: Whittington, Shane <swhittin@slocity.org> Sent: Tuesday, November 14, 2023 11:42 AM To: Taylor, Brent <btaylor@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org> Subject: Re: AB 1600 - Water and Wastewater Fund Expenditures & Balances Hey! Based on resolution 10880, I think we can reference the corresponding Council Agenda Report (4/3/2018) at the following locations: Water Projects packet pg 383 exhibit w-3 (future supply projects) | $1,477,484 (+2% interest) | 5,821 future EDUs packet pg 384 exhibit w-4 (future treatment projects) | $4,916,720 | 5,821 future EDUs packet pg 395 exhibit w-10 (existing fee - future capacity projects) | $74,625,158 | 6,297 future EDUs * distribution projects were not considered or otherwise calculated at $0. Sewer Projects packet pg 399 exhibit s-3 (upgrade plant) | $25,821,264 (+2% interest) | 5,821 future EDUs packet pg 414 exhibit s-10 (WRRF project) | $25,827,691 | 6,297 future EDUs 81 packet pg 404 exhibit s-4b (future plant catchment areas) | $14,882,914 | 5,821 future EDUs * collection projects were not considered or otherwise calculated at $0. Please note that the total project costs have not been adjusted to match actual cost escalation. But it should (hopefully) identify the corresponding project and percent fee eligible for development impact fees authorized by Council. 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: Taylor, Brent Sent: Tuesday, November 14, 2023 9:43 AM To: Taylor, Brent <btaylor@slocity.org>; Whittington, Shane <swhittin@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org> Subject: AB 1600 - Water and Wastewater Fund Expenditures & Balances When: Friday, November 17, 2023 10:00 AM-11:00 AM. Where: Microsoft Teams Meeting To discuss and determine: Starting & Ending Balances for Water and Wastewater Impact Fee Funds for last 5 years. Reconcile the actual Project Expenditures from Water and Wastewater Impact Fee Funds for last 5 years. @Whittington, Shane if you could have list of projects which the Water and Wastewater Impact Fees are to be collected and used on from prior fee study (what projects, debt service, etc is programed into current fee), that will help us to identify which projects to research Impact Fee Expenditures FY 2022-23.xlsx AB1600 Trial Balance Data.xlsx ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting 82 Meeting ID: Download Teams | Join on the web Learn More | Meeting options ________________________________________________________________________________ 83 From:Taylor, Brent Sent:Tuesday, November 14, 2023 12:18 PM To:Whittington, Shane; Malicoat, Debbie Subject:RE: AB 1600 - Water and Wastewater Fund Expenditures & Balances Thanks Shane, very helpful. Do you happen to have any of the associated project numbers for any of these? 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: Whittington, Shane <swhittin@slocity.org> Sent: Tuesday, November 14, 2023 11:42 AM To: Taylor, Brent <btaylor@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org> Subject: Re: AB 1600 - Water and Wastewater Fund Expenditures & Balances Hey! Based on resolution 10880, I think we can reference the corresponding Council Agenda Report (4/3/2018) at the following locations: Water Projects packet pg 383 exhibit w-3 (future supply projects) | $1,477,484 (+2% interest) | 5,821 future EDUs packet pg 384 exhibit w-4 (future treatment projects) | $4,916,720 | 5,821 future EDUs packet pg 395 exhibit w-10 (existing fee - future capacity projects) | $74,625,158 | 6,297 future EDUs * distribution projects were not considered or otherwise calculated at $0. Sewer Projects packet pg 399 exhibit s-3 (upgrade plant) | $25,821,264 (+2% interest) | 5,821 future EDUs packet pg 414 exhibit s-10 (WRRF project) | $25,827,691 | 6,297 future EDUs packet pg 404 exhibit s-4b (future plant catchment areas) | $14,882,914 | 5,821 future EDUs * collection projects were not considered or otherwise calculated at $0. Please note that the total project costs have not been adjusted to match actual cost escalation. But it should (hopefully) identify the corresponding project and percent fee eligible for development impact fees authorized by Council. 84 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: Taylor, Brent Sent: Tuesday, November 14, 2023 9:43 AM To: Taylor, Brent <btaylor@slocity.org>; Whittington, Shane <swhittin@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org> Subject: AB 1600 - Water and Wastewater Fund Expenditures & Balances When: Friday, November 17, 2023 10:00 AM-11:00 AM. Where: Microsoft Teams Meeting To discuss and determine: Starting & Ending Balances for Water and Wastewater Impact Fee Funds for last 5 years. Reconcile the actual Project Expenditures from Water and Wastewater Impact Fee Funds for last 5 years. @Whittington, Shane if you could have list of projects which the Water and Wastewater Impact Fees are to be collected and used on from prior fee study (what projects, debt service, etc is programed into current fee), that will help us to identify which projects to research Impact Fee Expenditures FY 2022-23.xlsx AB1600 Trial Balance Data.xlsx ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: Download Teams | Join on the web Learn More | Meeting options ________________________________________________________________________________ 85 From:Cruce, Greg Sent:Tuesday, November 14, 2023 12:07 PM To:Ellsworth, Melissa Cc:Bernstorff, Rebecca; Felt, Chris Subject:RE: Patrol Vehicle Costing Hi Melissa, Chris is back and I’m looping him in to get this info for you. Thanks, Greg Cruce Deputy Director - Maintenance Operations Public Works Department 805.781.7264 gcruce@slocity.org From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 14, 2023 11:35 AM To: Cruce, Greg <gcruce@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Patrol Vehicle Costing Hi Greg, I’m working with the consultant on the User Fee Study and we are discussing false alarm response fees. It would be ideal for the City to recoup costs associated with vehicle costs to respond to a false alarm and the consultant is asking if Fleet has developed a “patrol vehicle cost” that includes maintenance and fuel estimates? Thanks for your assistance, Melissa Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, 86 dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 87 From:Whittington, Shane Sent:Tuesday, November 14, 2023 11:42 AM To:Taylor, Brent; Malicoat, Debbie Subject:Re: AB 1600 - Water and Wastewater Fund Expenditures & Balances Hey! Based on resolution 10880, I think we can reference the corresponding Council Agenda Report (4/3/2018) at the following locations: Water Projects packet pg 383 exhibit w-3 (future supply projects) | $1,477,484 (+2% interest) | 5,821 future EDUs packet pg 384 exhibit w-4 (future treatment projects) | $4,916,720 | 5,821 future EDUs packet pg 395 exhibit w-10 (existing fee - future capacity projects) | $74,625,158 | 6,297 future EDUs * distribution projects were not considered or otherwise calculated at $0. Sewer Projects packet pg 399 exhibit s-3 (upgrade plant) | $25,821,264 (+2% interest) | 5,821 future EDUs packet pg 414 exhibit s-10 (WRRF project) | $25,827,691 | 6,297 future EDUs packet pg 404 exhibit s-4b (future plant catchment areas) | $14,882,914 | 5,821 future EDUs * collection projects were not considered or otherwise calculated at $0. Please note that the total project costs have not been adjusted to match actual cost escalation. But it should (hopefully) identify the corresponding project and percent fee eligible for development impact fees authorized by Council. Sincerest thanks, Shane Whittington Business Manager Utilities E swhittin@slocity.org T 805.781.7506 slocity.org The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l Stay connected with the City by signing up for e-notifications From: Taylor, Brent Sent: Tuesday, November 14, 2023 9:43 AM To: Taylor, Brent <btaylor@slocity.org>; Whittington, Shane <swhittin@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org> Subject: AB 1600 - Water and Wastewater Fund Expenditures & Balances 88 When: Friday, November 17, 2023 10:00 AM-11:00 AM. Where: Microsoft Teams Meeting To discuss and determine: Starting & Ending Balances for Water and Wastewater Impact Fee Funds for last 5 years. Reconcile the actual Project Expenditures from Water and Wastewater Impact Fee Funds for last 5 years. @Whittington, Shane if you could have list of projects which the Water and Wastewater Impact Fees are to be collected and used on from prior fee study (what projects, debt service, etc is programed into current fee), that will help us to identify which projects to research Impact Fee Expenditures FY 2022-23.xlsx AB1600 Trial Balance Data.xlsx ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: Download Teams | Join on the web Learn More | Meeting options ________________________________________________________________________________ 89 From:Ellsworth, Melissa Sent:Tuesday, November 14, 2023 11:35 AM To:Cruce, Greg Cc:Bernstorff, Rebecca Subject:Patrol Vehicle Costing Follow Up Flag:Follow up Flag Status:Completed Hi Greg, I’m working with the consultant on the User Fee Study and we are discussing false alarm response fees. It would be ideal for the City to recoup costs associated with vehicle costs to respond to a false alarm and the consultant is asking if Fleet has developed a “patrol vehicle cost” that includes maintenance and fuel estimates? Thanks for your assistance, Melissa Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 90 From:Bernstorff, Rebecca Sent:Monday, November 13, 2023 4:58 PM To:Cindy Sconce; Christensen, Trae; Guzman, Manuel Subject:RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Thanks a ton, Trae! 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, November 13, 2023 4:14 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Perfect! I will send out an invite. Thank you Trae! 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:55 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: Re: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees 91 Hi Cindy, I’m already off work for today. I can do tomorrow 2:30 if that works for you? Get Outlook for iOS From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, November 13, 2023 3:35:35 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much time you typically spend that would be great. You will not need to list any time for anything you don’t work on. I am free today after 4 pm or tomorrow 10 am or anytime after 2 pm. Let me know and I can set up a Teams meeting. Thanks Trae 뤳륝륟률륡륞 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 92 From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their time spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am attaching a spreadsheet that shows the list of the fees as well as what the time estimates were back in FY17 (the time is in hours). I am hoping that you can list your average time spent to provide the service under column Q. Since this is your first time seeing this information, I am happy to jump on a call and walk through the process with you and answer any questions you may have. I apologize for the tight turn around, but I am trying to wrap up these time estimates by Tuesday 11/14 if possible. We have a follow up meeting with Engineering on Thursday 11/16 and would like to include your time if possible. 93 Thank you for any information you can provide. 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. 94 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Monday, November 13, 2023 4:14 PM To:Christensen, Trae; Bernstorff, Rebecca; Guzman, Manuel Subject:RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Perfect! I will send out an invite. Thank you Trae! 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:55 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: Re: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, I’m already off work for today. I can do tomorrow 2:30 if that works for you? Get Outlook for iOS From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, November 13, 2023 3:35:35 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much time you typically spend that would be great. You will not need to list any time for anything you don’t work on. I am free today after 4 pm or tomorrow 10 am or anytime after 2 pm. Let me know and I can set up a Teams meeting. Thanks Trae 뤳륝륟률륡륞 CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 95 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. Thanks! Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 96 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their time spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am attaching a spreadsheet that shows the list of the fees as well as what the time estimates were back in FY17 (the time is in hours). I am hoping that you can list your average time spent to provide the service under column Q. Since this is your first time seeing this information, I am happy to jump on a call and walk through the process with you and answer any questions you may have. I apologize for the tight turn around, but I am trying to wrap up these time estimates by Tuesday 11/14 if possible. We have a follow up meeting with Engineering on Thursday 11/16 and would like to include your time if possible. Thank you for any information you can provide. 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. 97 From:Christensen, Trae Sent:Monday, November 13, 2023 3:55 PM To:Cindy Sconce; Bernstorff, Rebecca; Guzman, Manuel Subject:Re: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, I’m already off work for today. I can do tomorrow 2:30 if that works for you? Get Outlook for iOS From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, November 13, 2023 3:35:35 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much time you typically spend that would be great. You will not need to list any time for anything you don’t work on. I am free today after 4 pm or tomorrow 10 am or anytime after 2 pm. Let me know and I can set up a Teams meeting. Thanks Trae 뤳륝륟률륡륞 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 98 Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their time spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am attaching a spreadsheet that shows the list of the fees as well as what the time estimates were back in FY17 (the time is in hours). I am hoping that you can list your average time spent to provide the service under column Q. Since this is your first time seeing this information, I am happy to jump on a call and walk through the process with you and answer any questions you may have. 99 I apologize for the tight turn around, but I am trying to wrap up these time estimates by Tuesday 11/14 if possible. We have a follow up meeting with Engineering on Thursday 11/16 and would like to include your time if possible. Thank you for any information you can provide. 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. 100 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Monday, November 13, 2023 3:36 PM To:Christensen, Trae; Bernstorff, Rebecca; Guzman, Manuel Subject:RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much Ɵme you typically spend that would be great. You will not need to list any Ɵme for anything you don’t work on. I am free today aŌer 4 pm or tomorrow 10 am or anyƟme aŌer 2 pm. Let me know and I can set up a Teams meeƟng. Thanks Trae 뤳륝륟률륡륞 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 101 Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their Ɵme spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am aƩaching a spreadsheet that shows the list of the fees as well as what the Ɵme esƟmates were back in FY17 (the Ɵme is in hours). I am hoping that you can list your average Ɵme spent to provide the service under column Q. Since this is your first Ɵme seeing this informaƟon, I am happy to jump on a call and walk through the process with you and answer any quesƟons you may have. I apologize for the Ɵght turn around, but I am trying to wrap up these Ɵme esƟmates by Tuesday 11/14 if possible. We have a follow up meeƟng with Engineering on Thursday 11/16 and would like to include your Ɵme if possible. Thank you for any informaƟon you can provide. Cindy Sconce (she/her/hers) Director, Performance Solutions Group 3600 American River Drive, Suite 150 Sacramento, CA 95864 102 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. 103 From:Christensen, Trae Sent:Monday, November 13, 2023 3:23 PM To:Bernstorff, Rebecca; Guzman, Manuel Cc:Cindy Sconce Subject:RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees 104 This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their Ɵme spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am aƩaching a spreadsheet that shows the list of the fees as well as what the Ɵme esƟmates were back in FY17 (the Ɵme is in hours). I am hoping that you can list your average Ɵme spent to provide the service under column Q. Since this is your first Ɵme seeing this informaƟon, I am happy to jump on a call and walk through the process with you and answer any quesƟons you may have. I apologize for the Ɵght turn around, but I am trying to wrap up these Ɵme esƟmates by Tuesday 11/14 if possible. We have a follow up meeƟng with Engineering on Thursday 11/16 and would like to include your Ɵme if possible. Thank you for any informaƟon you can provide. 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. 105 From:Purrington, Teresa Sent:Thursday, November 9, 2023 12:57 PM To:Bernstorff, Rebecca Subject:FW: General Government Fee Model - Draft 1 Review Attachments:General Government_SLO UF Model v3.09 V2.xlsm Hi, I am sorry but I refuse to meet with Jamie going forward. I don’t know if she doesn’t understand or just doesn’t listen. I have provided the same feedback every time we have met regarding these fees. I even provided her with the language to put in place of the fee. See second snip below. Please call if you have questions. Teresa 106 From: Jamie Radcliff <jradcliff@mgtconsulting.com> Sent: Thursday, November 9, 2023 12:44 PM To: Purrington, Teresa <TPurring@slocity.org>; White, Kelly <kwhite@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: General Government Fee Model - Draft 1 Review This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Teresa, Kelly, Jacob, and Rebecca: Thank you all for your Ɵme today! I have aƩached the model where you can review the Exec Summary Tab for the current cost recovery. Please send any revisions you would like to make, back to me by next Wednesday, November 15 th. You can also make comments in the MGT Comments Column on the Exec Summary Tab. If you have any quesƟons, please let me know. Thank you! Jamie Radcliff Manager Performance SoluƟons Group 432-208-8194 jradcliff@mgtconsulƟng.com 107 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. 108 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Wednesday, November 8, 2023 5:21 PM To:Christensen, Trae Cc:Guzman, Manuel; Bernstorff, Rebecca Subject:SLO UF - Public Works Cross Support on Engineering Fees Attachments:SLO Engineering Time Estimates- PW CIP and Transportation Cross Support.xlsx This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their Ɵme spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am aƩaching a spreadsheet that shows the list of the fees as well as what the Ɵme esƟmates were back in FY17 (the Ɵme is in hours). I am hoping that you can list your average Ɵme spent to provide the service under column Q. Since this is your first Ɵme seeing this informaƟon, I am happy to jump on a call and walk through the process with you and answer any quesƟons you may have. I apologize for the Ɵght turn around, but I am trying to wrap up these Ɵme esƟmates by Tuesday 11/14 if possible. We have a follow up meeƟng with Engineering on Thursday 11/16 and would like to include your Ɵme if possible. Thank you for any informaƟon you can provide. 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. 109 From:Fuchs, Alex Sent:Wednesday, November 8, 2023 8:49 AM To:Ellsworth, Melissa Subject:RE: User Fees - Cannabis I accepted your meeting invite. To my understanding the time tracking exercise is part of the Comprehensive Fee Schedule update. I was asked by the consultants conducting the update to have all staff that work either on the cannabis application review process and or on the cannabis permit license renewal process to track their time and include it on the spreadsheet you attached to the email. We can more about it tomorrow but that’s the extent of the direction provided. 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, November 8, 2023 7:47 AM To: Fuchs, Alex <afuchs@slocity.org> Subject: FW: User Fees - Cannabis Hi Alex, I’m going to schedule us for a quick meeting so that I can get a better understanding of how the current Cannabis fees are being calculated – specifically what PD time is included, etc. Thank you! Melissa From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, November 7, 2023 2:58 PM To: Ellsworth, Melissa <mellswor@slocity.org> Subject: RE: User Fees - Cannabis Hi Melissa, Alex is still covering for Cannabis until they fill that position. MGT is still in the process of updating the data, but this is the latest I have from them. Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager 110 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 7, 2023 2:08 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: User Fees - Cannabis Hi Rebecca, Who is now overseeing Cannabis Fees (the last person I remember it being was Fuchs)? I was wondering what their calculations were including for the User Fee Study. Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 111 From:Ellsworth, Melissa Sent:Wednesday, November 8, 2023 7:47 AM To:Fuchs, Alex Subject:FW: User Fees - Cannabis Attachments:Cannabis Time Estimates- 10-25-2023.xlsx Hi Alex, I’m going to schedule us for a quick meeting so that I can get a better understanding of how the current Cannabis fees are being calculated – specifically what PD time is included, etc. Thank you! Melissa From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, November 7, 2023 2:58 PM To: Ellsworth, Melissa <mellswor@slocity.org> Subject: RE: User Fees - Cannabis Hi Melissa, Alex is still covering for Cannabis until they fill that position. MGT is still in the process of updating the data, but this is the latest I have from them. 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 7, 2023 2:08 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: User Fees - Cannabis Hi Rebecca, Who is now overseeing Cannabis Fees (the last person I remember it being was Fuchs)? I was wondering what their calculations were including for the User Fee Study. 112 Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 113 From:Ellsworth, Melissa Sent:Tuesday, November 7, 2023 5:38 PM To:Cindy Sconce Cc:Rachel King Subject:RE: [EXTERNAL]FW: PD - False Alarms Hi Cindy, I’m still reviewing the Alarm information, but I noticed on the Time tab it doesn’t look like my time to oversee the alarm program and respond to appeals is included. The below just shows the 10 minutes of Dispatcher time to build the call and then the 20 minutes for two officers to respond (so total of 40 minutes). Can you confirm if my time still needs to be added? I know we talked about it awhile ago, so maybe this worksheet has since been updated. From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, September 18, 2023 3:38 PM To: Ellsworth, Melissa <mellswor@slocity.org> Cc: Rachel King <rking@mgtconsulting.com> Subject: RE: [EXTERNAL]FW: PD - False Alarms Hi Melissa Which line item on the ICRP would include your vehicle maintenance costs? It looks like fuel is currently being listed under the indirect column so that is part of the overhead costs already. You are correct, we did already incorporate the 20% vendor costs into the fee. We did not include the False Alarm #1 or #2. 114 Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Monday, September 18, 2023 2:17 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Cc: Rachel King <rking@mgtconsulting.com> Subject: RE: [EXTERNAL]FW: PD - False Alarms Hello, I took a look at this document and updated some information that you were looking for under the ICRP tab. Also, wanted to ask if the costs for us to respond to a false alarm can also included vehicle related costs like maintenance and fuel costs as well (looks like you already added the 20% vendor fee)? Also, should the fee incorporate costs from False Alarms #1 and #2 that are not charged? From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, September 13, 2023 10:22 AM To: Ellsworth, Melissa <mellswor@slocity.org> Cc: Rachel King <rking@mgtconsulting.com> Subject: RE: [EXTERNAL]FW: PD - False Alarms Ok, done. I also added the language within a twelve month period to the false alarms. Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, September 13, 2023 10:04 AM To: Cindy Sconce <CSconce@mgtconsulting.com> Cc: Rachel King <rking@mgtconsulting.com> Subject: [EXTERNAL]FW: PD - False Alarms Hi Cindy, Additionally, based on the information that Rachel provided from other agencies - I reached out to Monterey, Santa Barbara, Ventura and SLO County to find out how their fees were calculated. I only heard back from two agencies; one had no idea how their fees were calculated and the other was time based/cost recovery. Let me know if you still need additional information. If you can update the matrix and send it to me again so I can review, that would be appreciated! Thanks, Melissa CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 115 . 116 117 118 From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Thursday, August 31, 2023 4:07 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: PD - False Alarms Hi Rebecca, I just wanted to follow up with you on PD’s False Alarm analysis. The reason why I’m a little confused on this is because the last Fee Study (2015/16 time frame) indicated the consultant didn’t change any of the excessive alarm fees because they were “punitive” in nature. 119 Thanks for your help, Melissa From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, August 30, 2023 4:34 PM To: Ellsworth, Melissa <mellswor@slocity.org> Cc: Rachel King <rking@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model Melissa I did find this in one of my other emails from Rebecca: In regard to the police fee schedule I think including it in the comparison survey would be really helpful. I can also include this caveat in my email to the Leadership Team. We can include it in the comparison survey and see what other agencies are charging for these. Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, August 30, 2023 3:06 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: FW: [EXTERNAL]RE: SLO UF: Police - revised model Hi Cindy, Just checking in to see if you were able to connect with Rebecca yet so we can figure out next steps on the Alarm and Tobacco fees. Thanks, Melissa CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 120 From: Ellsworth, Melissa Sent: Wednesday, August 23, 2023 3:24 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model Great, thank you From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, August 23, 2023 3:15 PM To: Ellsworth, Melissa <mellswor@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model You got it. Let me talk to her first and then circle back with you. I also am going to walk her through the Tobacco fee based on your other email. Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, August 23, 2023 3:14 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model Yes, please discuss with Rebecca and then let me know. I just want everyone to be on the same page. Thank you! From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, August 23, 2023 3:11 PM To: Ellsworth, Melissa <mellswor@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model I’m happy to jump on a meeƟng with them if you think that would be helpful. It Let me know what you decide. I can also run this by Rebecca and see how she wants to approach this if you think that would be beƩer. Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, August 23, 2023 3:04 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF: Police - revised model Cindy – do you think it would be best if you were part of this meeting as well? Let me know. From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Tuesday, August 22, 2023 11:13 AM CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 121 To: Ellsworth, Melissa <mellswor@slocity.org> Subject: SLO UF: Police - revised model This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Melissa Here is the updated model with the 20% added to the alarm permit and false alarm costs. Let me know when you have spoken with the Chief and AƩorney and how you want to proceed with those fees. Thanks! 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. 122 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Tuesday, November 7, 2023 5:30 PM To:Schwartz, Luke; Montoya, Chase Cc:Bernstorff, Rebecca Subject:Re: [EXTERNAL]RE: SLO - Public Works and Transportation Cross Support Time to Engineering Thanks Luke!! Get Outlook for iOS From: Schwartz, Luke <LSchwart@slocity.org> Sent: Tuesday, November 7, 2023 4:53:34 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Montoya, Chase <cmontoya@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: [EXTERNAL]RE: SLO - Public Works and Transportation Cross Support Time to Engineering Hi Cindy, I’ve reviewed again and updated the Transportation staff hours as appropriate. Values that have changed are highlighted red. 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: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Tuesday, November 7, 2023 4:34 PM To: Montoya, Chase <cmontoya@slocity.org>; Schwartz, Luke <LSchwart@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO - Public Works and Transportation Cross Support Time to Engineering This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 123 Hi Luke and Chase We met with the Engineering department to review their user fee 1 st draft which includes the time estimates provided from Public Works Inspections as well as Transportation. When we compared the time estimates that were provided for the FY17 fee study we noticed that the times were considerably different. We added the old time estimates in with the time estimates that have been provided by you so there is a side by side comparison. Because there is such a big difference between the two studies, we are hoping that you could take another look at what was provided and let us know what you feel comfortable with moving forward. As you can imagine, this has a rather large impact on some of the fees so we want to ensure that you can support any time we list. I am happy to jump on a call with you to discuss or you can just send me back any changes or comments regarding your time. We do have a follow up meeting scheduled with Engineering next Thursday 11/16 so I am hoping to receive any changes or comments no later than Tuesday, 11/14. Thank you for your help. 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. 124 From:Schwartz, Luke Sent:Tuesday, November 7, 2023 4:54 PM To:Cindy Sconce; Montoya, Chase Cc:Bernstorff, Rebecca Subject:RE: SLO - Public Works and Transportation Cross Support Time to Engineering Attachments:Copy of SLO Engineering Time Estimates- PW CIP and Transportation Cross Support_v2.xlsx Hi Cindy, I’ve reviewed again and updated the Transportation staff hours as appropriate. Values that have changed are highlighted red. 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: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Tuesday, November 7, 2023 4:34 PM To: Montoya, Chase <cmontoya@slocity.org>; Schwartz, Luke <LSchwart@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO - Public Works and Transportation Cross Support Time to Engineering This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Luke and Chase We met with the Engineering department to review their user fee 1 st draŌ which includes the Ɵme esƟmates provided from Public Works InspecƟons as well as TransportaƟon. When we compared the Ɵme esƟmates that were provided for the FY17 fee study we noƟced that the Ɵmes were considerably different. We added the old Ɵme esƟmates in with the Ɵme esƟmates that have been provided by you so there is a side by side comparison. Because there is such a big difference between the two studies, we are hoping that you could take another look at what was provided and let us know what you feel comfortable with moving forward. As you can imagine, this has a rather large impact on some of the fees so we want to ensure that you can support any Ɵme we list. I am happy to jump on a call with you to discuss or you can just send me back any changes or comments regarding your Ɵme. We do have a follow up meeƟng scheduled with Engineering next Thursday 11/16 so I am hoping to receive any changes or comments no later than Tuesday, 11/14. 125 Thank you for your help. 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. 126 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Tuesday, November 7, 2023 4:34 PM To:Montoya, Chase; Schwartz, Luke Cc:Bernstorff, Rebecca Subject:SLO - Public Works and Transportation Cross Support Time to Engineering Attachments:SLO Engineering Time Estimates- PW CIP and Transportation Cross Support.xlsx This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Luke and Chase We met with the Engineering department to review their user fee 1 st draŌ which includes the Ɵme esƟmates provided from Public Works InspecƟons as well as TransportaƟon. When we compared the Ɵme esƟmates that were provided for the FY17 fee study we noƟced that the Ɵmes were considerably different. We added the old Ɵme esƟmates in with the Ɵme esƟmates that have been provided by you so there is a side by side comparison. Because there is such a big difference between the two studies, we are hoping that you could take another look at what was provided and let us know what you feel comfortable with moving forward. As you can imagine, this has a rather large impact on some of the fees so we want to ensure that you can support any Ɵme we list. I am happy to jump on a call with you to discuss or you can just send me back any changes or comments regarding your Ɵme. We do have a follow up meeƟng scheduled with Engineering next Thursday 11/16 so I am hoping to receive any changes or comments no later than Tuesday, 11/14. Thank you for your help. 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. 127 From:Maggio, Rodger Sent:Tuesday, November 7, 2023 3:24 PM To:Loew, Michael Subject:FW: [EXTERNAL]FW: Construction square footage, fire Attachments:AllFireFeesSqFootage.xlsx From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Monday, November 6, 2023 4:30 PM To: Maggio, Rodger <rmaggio@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: Fw: [EXTERNAL]FW: Construction square footage, fire This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Thanks, Rodger. Unfortunately, this is not a file we're familiar with and I don't want to start to make any assumptions. There seems to be both building and fire data in here dated back to 2013 according to the transaction data on column B. There's also a lot of "NULL" transactions. There are many uncertainties I wouldn't know how to navigate. I do believe that Buidling has been able to figure out how to pull the information they need from this file for the exact same task that's being asked from Fire. @Bernstorff, Rebecca I think an internal meeting between Fire/Building is needed so that some of the building staff can hopefully how Fire how they pulled the information. Assuming it's the same type of file report. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 3:28 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: [EXTERNAL]FW: Construction square footage, fire 128 Hi Ruben, I have attached the raw data from IT. Rodger From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, October 25, 2023 9:40 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger & Rebecca, Attached is a data set of all permits with fire fees associated and their square footage used to fire those fees. I’m still trying to narrow down to a dataset that is only permits that had a fire review, I know it is possible just not as simple as I hoped. Let me know what if this works! Best, Neema Kazemi System Application Specialist - Energov Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 24, 2023 5:03 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. Thanks, Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 129 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: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. Best, Neema Kazemi System Application Specialist - Energov 130 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: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? Rodger Rodger Maggio Fire Marshal Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org Stay connected with the City by signing up for e-notifications 133 From:Bernstorff, Rebecca Sent:Tuesday, November 7, 2023 2:22 PM To:Cindy Sconce Subject:FW: User Fees - Cannabis Hi Cindy, Can you remind me again who you’ve been working with for Cannabis fees? Was it someone in Planning? 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 7, 2023 2:08 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: User Fees - Cannabis Hi Rebecca, Who is now overseeing Cannabis Fees (the last person I remember it being was Fuchs)? I was wondering what their calculations were including for the User Fee Study. Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org 134 Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 135 From:Corey, Tyler Sent:Tuesday, November 7, 2023 2:07 PM To:Keller, Erin Subject:FW: Planning Fee Model Draft 2 Attachments:Planning_SLO UF Model v5 11.3.23.xlsm Please send Jamie updated volume information. From: Jamie Radcliff <jradcliff@mgtconsulting.com> Sent: Saturday, November 4, 2023 11:57 AM To: Corey, Tyler <tcorey@slocity.org>; Cohen, Rachel <rcohen@slocity.org>; Leveille, Brian <bleveill@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: Planning Fee Model Draft 2 This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Tyler, Rachel, and Brian: AƩached is the updated model. You can see that the hourly rate has now increased to $220 an hour. I also updated the current fees for those we determined had been entered only parƟally. I will be happy to update volume if you are able to pull anything more specific. Just let me know! Please review and make notes with any revisions needed. Then, send back to me by COB on Thursday November 9 th. When you get a chance, please also respond with the best Ɵme to schedule the next review (Ɵmes were in the previous draŌ email). Thank you! 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. 136 From:Jamie Radcliff <jradcliff@mgtconsulting.com> Sent:Tuesday, November 7, 2023 11:26 AM To:Stong, Nate; LaFreniere, Matt Cc:Bernstorff, Rebecca; Keller, Erin; Cindy Sconce Subject:Review Draft 2- Engineering Fee Model Attachments:Engineering_SLO UF Model v5 11.2.23.xlsm Nate and MaƩ, It was great to visit with you all today. AƩached is the model for your review. Remember to review the hourly rate, and the opƟon of reducing the working hours from 1800 to 1600ish for administraƟve Ɵme, meeƟngs, training, breaks, etc. We will review the PW cross support with the PW department as well. Let’s catch up again next week for a final review. Our availability is as follows: Wednesday, November 15, 2023 11:00 am – 12:00 pm 1:30 pm – 2:30 pm Thursday, November 16, 2023 9:00 am – 10:00 am 10:00 am – 11:00 am Friday, November 17, 2023 8:30 am – 9:30 am 10:00 am – 11:00 am Let us know what works for you. Thank you! 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: Jamie Radcliff Sent: Tuesday, November 7, 2023 9:22 AM 137 To: Stong, Nate <nstong@slocity.org>; LaFreniere, Matt <mlafreni@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Keller, Erin <EKeller@slocity.org>; Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: Review Draft 1- Engineering Fee Model Hi Nate and MaƩ: AƩached is the draŌ model of Engineering we will be reviewing today. There are sƟll a couple of items we need to talk through so don’t be alarmed by the percentages. You can review the cost recovery on the EXEC SUMMARY Tab. Thank you and we look forward to seeing you. 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: Jamie Radcliff Sent: Thursday, November 2, 2023 11:29 AM To: Stong, Nate <nstong@slocity.org>; LaFreniere, Matt <mlafreni@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Keller, Erin <EKeller@slocity.org>; Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: Review Draft 1- Engineering Fee Model Nate and MaƩ- Would you please help me with this permit? Can you tell me if there is a reason to keep the blue card inspecƟon fees in both Engineering and Public Works, rather than just crossing PW into the Engineering Fees and having one fee listed instead of two? Thank you, Jamie Radcliff Manager Performance SoluƟons Group 432-208-8194 jradcliff@mgtconsulƟng.com Impacting Communities for Good 138 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: Stong, Nate <nstong@slocity.org> Sent: Tuesday, October 31, 2023 9:02 AM To: Jamie Radcliff <jradcliff@mgtconsulting.com>; LaFreniere, Matt <mlafreni@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Keller, Erin <EKeller@slocity.org>; Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: Review Draft 1- Engineering Fee Model Hi Jamie, any of those times work for me and Matt. Nate Stong, PE (805) 781-7206 From: Jamie Radcliff <jradcliff@mgtconsulting.com> Sent: Tuesday, October 31, 2023 6:50 AM To: Stong, Nate <nstong@slocity.org>; LaFreniere, Matt <mlafreni@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Keller, Erin <EKeller@slocity.org>; Cindy Sconce <CSconce@mgtconsulting.com> Subject: Review Draft 1- Engineering Fee Model This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Nate and MaƩ: Thanks for meeƟng with us yesterday. I apologize for the quick turnaround but due to Ɵme constraints we need to meet again as soon as possible to review the enƟre draŌ. Can you guys meet at the beginning of next week? Do any of the following Ɵmes work for you early next week? Monday November 6th 2:00 pm – 3:00 pm Tuesday November 7th 10:00 am – 11:00 am 11:00 am – 12:00 pm 1:00 pm – 2:00 pm Let us know – thanks 뤳륝륟률륡륞 Jamie Radcliff Manager Performance SoluƟons Group CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 139 432-208-8194 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. 140 From:Ruben Rivas <RRivas@mgtconsulting.com> Sent:Tuesday, November 7, 2023 8:40 AM To:Bernstorff, Rebecca Subject:Re: [EXTERNAL]FW: Construction square footage, fire Rebecca, saw you meeting invite for tomorrow at 4pm. Sorry I had another client meeting already set up at that time. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, November 7, 2023 7:59 AM To: Ruben Rivas <RRivas@mgtconsulting.com>; Maggio, Rodger <rmaggio@slocity.org> Cc: Loew, Michael <Mloew@slocity.org>; Karpovich, Michelle <mkarpovi@slocity.org> Subject: RE: [EXTERNAL]FW: Construction square footage, fire Michelle is going to schedule a meeting for B&S/Fire and Ruben to meet this week to get all final comments and data wrapped up so we can move forward on a final draft. 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 CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 141 From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Tuesday, November 7, 2023 7:57 AM To: Maggio, Rodger <rmaggio@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Re: [EXTERNAL]FW: Construction square footage, fire Rodger, Building staff were able to get this square footage information for their model. Please communicate internally so that Building can help you. MGT is not familiar with this spreadsheet and we're not able to pull the data from what you sent. Thanks, Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 4:40 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: RE: [EXTERNAL]FW: Construction square footage, fire The “FIRE” permits are for fire sprinklers and alarms, the BLDG permits are fore building permits that fire reviewed. Not seeing a lot of data on square footage. From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Monday, November 6, 2023 4:30 PM To: Maggio, Rodger <rmaggio@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: Fw: [EXTERNAL]FW: Construction square footage, fire This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Thanks, Rodger. Unfortunately, this is not a file we're familiar with and I don't want to start to make any assumptions. There seems to be both building and fire data in here dated back to 2013 according to the transaction data on column B. There's also a lot of "NULL" transactions. There are many uncertainties I wouldn't know how to navigate. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 142 I do believe that Buidling has been able to figure out how to pull the information they need from this file for the exact same task that's being asked from Fire. @Bernstorff, Rebecca I think an internal meeting between Fire/Building is needed so that some of the building staff can hopefully how Fire how they pulled the information. Assuming it's the same type of file report. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 3:28 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: [EXTERNAL]FW: Construction square footage, fire Hi Ruben, I have attached the raw data from IT. Rodger From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, October 25, 2023 9:40 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger & Rebecca, Attached is a data set of all permits with fire fees associated and their square footage used to fire those fees. I’m still trying to narrow down to a dataset that is only permits that had a fire review, I know it is possible just not as simple as I hoped. Let me know what if this works! Best, Neema Kazemi System Application Specialist - Energov CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 143 Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 24, 2023 5:03 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. 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: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. Thanks! Rebecca Rebecca Bernstorff 144 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. 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: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? 145 Rodger Rodger Maggio Fire Marshal Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org Stay connected with the City by signing up for e-notifications 146 From:Avakian, Greg Sent:Tuesday, November 7, 2023 8:21 AM To:Pringle, Brendan; Jackson, Emily Cc:Hyfield, Devin Subject:RE: CAR - Blues Baseball - Fiscal Impact section Thanks for sharing that Brendan. Emily, I appreciate the question and want to provide a little more context. I agree with your question and being able to identify the expected true costs. With the upcoming Fee Study results, the philosophical plan is to better align our facility and field fees to account for more accurate cost recovery. This is challenging with groups that use the facilities based on hours of use, rather than full ‘occupancy’. As you know, majority of the facilities are multi-use and used by numerous groups. With the pending Fee Study, we have incorporated more of the maintenance and utility types of costs of the facilities to better align the hourly, weekly, monthly types of rentals. This would also include large events at parks such as Laguna Lake and Santa Rosa Park. Once we obtain the recommendations from the consultant, then we will need to review and also apply some of the philosophies regarding Resident, Non-Resident, Non-Profit, and For-Profit categories for the pricing structures. Sinsheimer Stadium is used by multiple groups throughout the year, as well as during the SLO Blues season they don’t have exclusive use. During the season, other baseball organizations utilize the field and stadium on the non- home games of the Blues. That makes it more challenging to accurately identify the true estimated costs (field prep during off-season, field prep during season, lights, water, etc.). Again, once the Fee Study is completed, we move forward with a more accurate accounting of the costs. Hope this helps and feel free to reach out for further discussion. -Greg Greg Avakian pronouns he/him/his Director of Parks and Recreation Parks & Recreation 1341 Nipomo Street, San Luis Obispo, CA 93401-3934 E gavakian@slocity.org T 805.781.7120 slocity.org Stay connected with the City by signing up for e-notifications From: Pringle, Brendan <bpringle@slocity.org> Sent: Monday, November 6, 2023 12:38 PM To: Jackson, Emily <ejackson@slocity.org> Cc: Hyfield, Devin <DHyfield@slocity.org>; Avakian, Greg <gavakian@slocity.org> Subject: CAR - Blues Baseball - Fiscal Impact section Importance: High Hi Emily, 147 I wanted to respond to the note you left on the CAR for the Blues Baseball facility agreement. What is the estimated cost to provide these services? Would be helpful to include estimated cost for the City to demonstrate whether or not the contract recoups the City's costs. . Let me know your thoughts. I’m cc’ing Devin and Greg as well. Brendan Pringle Business 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 148 From:Ruben Rivas <RRivas@mgtconsulting.com> Sent:Tuesday, November 7, 2023 8:02 AM To:Bernstorff, Rebecca; Maggio, Rodger Cc:Loew, Michael; Karpovich, Michelle Subject:Re: [EXTERNAL]FW: Construction square footage, fire Perfect, thanks! Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, November 7, 2023 7:59 AM To: Ruben Rivas <RRivas@mgtconsulting.com>; Maggio, Rodger <rmaggio@slocity.org> Cc: Loew, Michael <Mloew@slocity.org>; Karpovich, Michelle <mkarpovi@slocity.org> Subject: RE: [EXTERNAL]FW: Construction square footage, fire Michelle is going to schedule a meeting for B&S/Fire and Ruben to meet this week to get all final comments and data wrapped up so we can move forward on a final draft. 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 CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 149 From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Tuesday, November 7, 2023 7:57 AM To: Maggio, Rodger <rmaggio@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Re: [EXTERNAL]FW: Construction square footage, fire Rodger, Building staff were able to get this square footage information for their model. Please communicate internally so that Building can help you. MGT is not familiar with this spreadsheet and we're not able to pull the data from what you sent. Thanks, Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 4:40 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: RE: [EXTERNAL]FW: Construction square footage, fire The “FIRE” permits are for fire sprinklers and alarms, the BLDG permits are fore building permits that fire reviewed. Not seeing a lot of data on square footage. From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Monday, November 6, 2023 4:30 PM To: Maggio, Rodger <rmaggio@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: Fw: [EXTERNAL]FW: Construction square footage, fire This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Thanks, Rodger. Unfortunately, this is not a file we're familiar with and I don't want to start to make any assumptions. There seems to be both building and fire data in here dated back to 2013 according to the transaction data on column B. There's also a lot of "NULL" transactions. There are many uncertainties I wouldn't know how to navigate. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 150 I do believe that Buidling has been able to figure out how to pull the information they need from this file for the exact same task that's being asked from Fire. @Bernstorff, Rebecca I think an internal meeting between Fire/Building is needed so that some of the building staff can hopefully how Fire how they pulled the information. Assuming it's the same type of file report. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 3:28 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: [EXTERNAL]FW: Construction square footage, fire Hi Ruben, I have attached the raw data from IT. Rodger From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, October 25, 2023 9:40 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger & Rebecca, Attached is a data set of all permits with fire fees associated and their square footage used to fire those fees. I’m still trying to narrow down to a dataset that is only permits that had a fire review, I know it is possible just not as simple as I hoped. Let me know what if this works! Best, Neema Kazemi System Application Specialist - Energov CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 151 Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 24, 2023 5:03 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. 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: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. Thanks! Rebecca Rebecca Bernstorff 152 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. 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: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? 153 Rodger Rodger Maggio Fire Marshal Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org Stay connected with the City by signing up for e-notifications 154 From:Loew, Michael Sent:Tuesday, November 7, 2023 8:01 AM To:Bernstorff, Rebecca; Ruben Rivas; Maggio, Rodger Cc:Karpovich, Michelle Subject:RE: [EXTERNAL]FW: Construction square footage, fire Sounds great, we are wrapping up our edits today. 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: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, November 7, 2023 8:00 AM To: Ruben Rivas <RRivas@mgtconsulting.com>; Maggio, Rodger <rmaggio@slocity.org> Cc: Loew, Michael <Mloew@slocity.org>; Karpovich, Michelle <mkarpovi@slocity.org> Subject: RE: [EXTERNAL]FW: Construction square footage, fire Michelle is going to schedule a meeting for B&S/Fire and Ruben to meet this week to get all final comments and data wrapped up so we can move forward on a final draft. 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 155 From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Tuesday, November 7, 2023 7:57 AM To: Maggio, Rodger <rmaggio@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Re: [EXTERNAL]FW: Construction square footage, fire Rodger, Building staff were able to get this square footage information for their model. Please communicate internally so that Building can help you. MGT is not familiar with this spreadsheet and we're not able to pull the data from what you sent. Thanks, Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 4:40 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: RE: [EXTERNAL]FW: Construction square footage, fire The “FIRE” permits are for fire sprinklers and alarms, the BLDG permits are fore building permits that fire reviewed. Not seeing a lot of data on square footage. From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Monday, November 6, 2023 4:30 PM To: Maggio, Rodger <rmaggio@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: Fw: [EXTERNAL]FW: Construction square footage, fire CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 156 This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Thanks, Rodger. Unfortunately, this is not a file we're familiar with and I don't want to start to make any assumptions. There seems to be both building and fire data in here dated back to 2013 according to the transaction data on column B. There's also a lot of "NULL" transactions. There are many uncertainties I wouldn't know how to navigate. I do believe that Buidling has been able to figure out how to pull the information they need from this file for the exact same task that's being asked from Fire. @Bernstorff, Rebecca I think an internal meeting between Fire/Building is needed so that some of the building staff can hopefully how Fire how they pulled the information. Assuming it's the same type of file report. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 3:28 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: [EXTERNAL]FW: Construction square footage, fire Hi Ruben, CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 157 I have attached the raw data from IT. Rodger From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, October 25, 2023 9:40 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger & Rebecca, Attached is a data set of all permits with fire fees associated and their square footage used to fire those fees. I’m still trying to narrow down to a dataset that is only permits that had a fire review, I know it is possible just not as simple as I hoped. Let me know what if this works! Best, Neema Kazemi System Application Specialist - Energov Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 24, 2023 5:03 PM 158 To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. 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: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. 159 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. Best, Neema Kazemi System Application Specialist - Energov 160 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: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? Rodger Rodger Maggio Fire Marshal Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org Stay connected with the City by signing up for e-notifications 161 From:Ruben Rivas <RRivas@mgtconsulting.com> Sent:Tuesday, November 7, 2023 7:57 AM To:Maggio, Rodger; Bernstorff, Rebecca Subject:Re: [EXTERNAL]FW: Construction square footage, fire Rodger, Building staff were able to get this square footage information for their model. Please communicate internally so that Building can help you. MGT is not familiar with this spreadsheet and we're not able to pull the data from what you sent. Thanks, Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 4:40 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: RE: [EXTERNAL]FW: Construction square footage, fire The “FIRE” permits are for fire sprinklers and alarms, the BLDG permits are fore building permits that fire reviewed. Not seeing a lot of data on square footage. From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Monday, November 6, 2023 4:30 PM To: Maggio, Rodger <rmaggio@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: Fw: [EXTERNAL]FW: Construction square footage, fire This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Thanks, Rodger. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 162 Unfortunately, this is not a file we're familiar with and I don't want to start to make any assumptions. There seems to be both building and fire data in here dated back to 2013 according to the transaction data on column B. There's also a lot of "NULL" transactions. There are many uncertainties I wouldn't know how to navigate. I do believe that Buidling has been able to figure out how to pull the information they need from this file for the exact same task that's being asked from Fire. @Bernstorff, Rebecca I think an internal meeting between Fire/Building is needed so that some of the building staff can hopefully how Fire how they pulled the information. Assuming it's the same type of file report. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 3:28 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: [EXTERNAL]FW: Construction square footage, fire Hi Ruben, I have attached the raw data from IT. Rodger From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, October 25, 2023 9:40 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger & Rebecca, Attached is a data set of all permits with fire fees associated and their square footage used to fire those fees. I’m still trying to narrow down to a dataset that is only permits that had a fire review, I know it is possible just not as simple as I hoped. Let me know what if this works! Best, Neema Kazemi System Application Specialist - Energov CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 163 Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 24, 2023 5:03 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. 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: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. Thanks! Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager 164 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. 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: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? Rodger Rodger Maggio Fire Marshal 165 Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org Stay connected with the City by signing up for e-notifications 166 From:Ruben Rivas <RRivas@mgtconsulting.com> Sent:Tuesday, November 7, 2023 7:57 AM To:Bernstorff, Rebecca Subject:Fw: [EXTERNAL]FW: Construction square footage, fire Rebecca, Please coordinate a meeting with Fire/Building so that Building can help Fire how to pull the square footage data. Rodger wants me to pull this information but MGT is not familiar with the coding or spreadsheets therefore I can't pull that information. Thanks. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 4:40 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: RE: [EXTERNAL]FW: Construction square footage, fire The “FIRE” permits are for fire sprinklers and alarms, the BLDG permits are fore building permits that fire reviewed. Not seeing a lot of data on square footage. From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Monday, November 6, 2023 4:30 PM To: Maggio, Rodger <rmaggio@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: Fw: [EXTERNAL]FW: Construction square footage, fire This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Thanks, Rodger. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 167 Unfortunately, this is not a file we're familiar with and I don't want to start to make any assumptions. There seems to be both building and fire data in here dated back to 2013 according to the transaction data on column B. There's also a lot of "NULL" transactions. There are many uncertainties I wouldn't know how to navigate. I do believe that Buidling has been able to figure out how to pull the information they need from this file for the exact same task that's being asked from Fire. @Bernstorff, Rebecca I think an internal meeting between Fire/Building is needed so that some of the building staff can hopefully how Fire how they pulled the information. Assuming it's the same type of file report. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 3:28 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: [EXTERNAL]FW: Construction square footage, fire Hi Ruben, I have attached the raw data from IT. Rodger From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, October 25, 2023 9:40 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger & Rebecca, Attached is a data set of all permits with fire fees associated and their square footage used to fire those fees. I’m still trying to narrow down to a dataset that is only permits that had a fire review, I know it is possible just not as simple as I hoped. Let me know what if this works! Best, Neema Kazemi System Application Specialist - Energov CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 168 Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 24, 2023 5:03 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. 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: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. Thanks! Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager 169 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. 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: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? Rodger Rodger Maggio Fire Marshal 170 Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org Stay connected with the City by signing up for e-notifications 171 From:Jamie Radcliff <jradcliff@mgtconsulting.com> Sent:Tuesday, November 7, 2023 7:22 AM To:Stong, Nate; LaFreniere, Matt Cc:Bernstorff, Rebecca; Keller, Erin; Cindy Sconce Subject:RE: [EXTERNAL]RE: Review Draft 1- Engineering Fee Model Attachments:Engineering_SLO UF Model v5 11.2.23.xlsm Hi Nate and MaƩ: AƩached is the draŌ model of Engineering we will be reviewing today. There are sƟll a couple of items we need to talk through so don’t be alarmed by the percentages. You can review the cost recovery on the EXEC SUMMARY Tab. Thank you and we look forward to seeing you. 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: Jamie Radcliff Sent: Thursday, November 2, 2023 11:29 AM To: Stong, Nate <nstong@slocity.org>; LaFreniere, Matt <mlafreni@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Keller, Erin <EKeller@slocity.org>; Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: Review Draft 1- Engineering Fee Model Nate and MaƩ- Would you please help me with this permit? Can you tell me if there is a reason to keep the blue card inspecƟon fees in both Engineering and Public Works, rather than just crossing PW into the Engineering Fees and having one fee listed instead of two? Thank you, Jamie Radcliff Manager Performance SoluƟons Group 172 432-208-8194 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: Stong, Nate <nstong@slocity.org> Sent: Tuesday, October 31, 2023 9:02 AM To: Jamie Radcliff <jradcliff@mgtconsulting.com>; LaFreniere, Matt <mlafreni@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Keller, Erin <EKeller@slocity.org>; Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: Review Draft 1- Engineering Fee Model Hi Jamie, any of those times work for me and Matt. Nate Stong, PE (805) 781-7206 From: Jamie Radcliff <jradcliff@mgtconsulting.com> Sent: Tuesday, October 31, 2023 6:50 AM To: Stong, Nate <nstong@slocity.org>; LaFreniere, Matt <mlafreni@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; Keller, Erin <EKeller@slocity.org>; Cindy Sconce <CSconce@mgtconsulting.com> Subject: Review Draft 1- Engineering Fee Model This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Nate and MaƩ: Thanks for meeƟng with us yesterday. I apologize for the quick turnaround but due to Ɵme constraints we need to meet again as soon as possible to review the enƟre draŌ. Can you guys meet at the beginning of next week? Do any of the following Ɵmes work for you early next week? Monday November 6th 2:00 pm – 3:00 pm Tuesday November 7th 10:00 am – 11:00 am 11:00 am – 12:00 pm 1:00 pm – 2:00 pm CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 173 Let us know – thanks 뤳륝륟률륡륞 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. 174 From:Maggio, Rodger Sent:Monday, November 6, 2023 4:41 PM To:Ruben Rivas Subject:RE: [EXTERNAL]FW: Construction square footage, fire The “FIRE” permits are for fire sprinklers and alarms, the BLDG permits are fore building permits that fire reviewed. Not seeing a lot of data on square footage. From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Monday, November 6, 2023 4:30 PM To: Maggio, Rodger <rmaggio@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: Fw: [EXTERNAL]FW: Construction square footage, fire This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Thanks, Rodger. Unfortunately, this is not a file we're familiar with and I don't want to start to make any assumptions. There seems to be both building and fire data in here dated back to 2013 according to the transaction data on column B. There's also a lot of "NULL" transactions. There are many uncertainties I wouldn't know how to navigate. I do believe that Buidling has been able to figure out how to pull the information they need from this file for the exact same task that's being asked from Fire. @Bernstorff, Rebecca I think an internal meeting between Fire/Building is needed so that some of the building staff can hopefully how Fire how they pulled the information. Assuming it's the same type of file report. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 3:28 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: [EXTERNAL]FW: Construction square footage, fire 175 Hi Ruben, I have attached the raw data from IT. Rodger From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, October 25, 2023 9:40 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger & Rebecca, Attached is a data set of all permits with fire fees associated and their square footage used to fire those fees. I’m still trying to narrow down to a dataset that is only permits that had a fire review, I know it is possible just not as simple as I hoped. Let me know what if this works! Best, Neema Kazemi System Application Specialist - Energov Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 24, 2023 5:03 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. Thanks, Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 176 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: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. Best, Neema Kazemi System Application Specialist - Energov 177 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: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? Rodger Rodger Maggio Fire Marshal Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org Stay connected with the City by signing up for e-notifications 178 From:Ruben Rivas <RRivas@mgtconsulting.com> Sent:Monday, November 6, 2023 4:30 PM To:Maggio, Rodger; Bernstorff, Rebecca Cc:Cindy Sconce Subject:Fw: [EXTERNAL]FW: Construction square footage, fire Attachments:AllFireFeesSqFootage.xlsx This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Thanks, Rodger. Unfortunately, this is not a file we're familiar with and I don't want to start to make any assumptions. There seems to be both building and fire data in here dated back to 2013 according to the transaction data on column B. There's also a lot of "NULL" transactions. There are many uncertainties I wouldn't know how to navigate. I do believe that Buidling has been able to figure out how to pull the information they need from this file for the exact same task that's being asked from Fire. @Bernstorff, Rebecca I think an internal meeting between Fire/Building is needed so that some of the building staff can hopefully how Fire how they pulled the information. Assuming it's the same type of file report. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, November 6, 2023 3:28 PM To: Ruben Rivas <RRivas@mgtconsulting.com> Subject: [EXTERNAL]FW: Construction square footage, fire Hi Ruben, I have attached the raw data from IT. Rodger From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, October 25, 2023 9:40 AM CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 179 To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger & Rebecca, Attached is a data set of all permits with fire fees associated and their square footage used to fire those fees. I’m still trying to narrow down to a dataset that is only permits that had a fire review, I know it is possible just not as simple as I hoped. Let me know what if this works! Best, Neema Kazemi System Application Specialist - Energov Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 24, 2023 5:03 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. 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: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM 180 To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. 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: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> 181 Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? Rodger Rodger Maggio Fire Marshal Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org Stay connected with the City by signing up for e-notifications 182 From:Maggio, Rodger Sent:Monday, November 6, 2023 3:28 PM To:Ruben Rivas Subject:FW: Construction square footage, fire Attachments:AllFireFeesSqFootage.xlsx Hi Ruben, I have attached the raw data from IT. Rodger From: Kazemi, Neema <nkazemi@slocity.org> Sent: Wednesday, October 25, 2023 9:40 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger & Rebecca, Attached is a data set of all permits with fire fees associated and their square footage used to fire those fees. I’m still trying to narrow down to a dataset that is only permits that had a fire review, I know it is possible just not as simple as I hoped. Let me know what if this works! Best, Neema Kazemi System Application Specialist - Energov Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 24, 2023 5:03 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. Thanks, 183 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: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. Best, 184 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: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? Rodger Rodger Maggio Fire Marshal Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org Stay connected with the City by signing up for e-notifications 185 From:Keller, Erin Sent:Monday, November 6, 2023 1:25 PM To:Jamie Radcliff Cc:Rachel King; Bernstorff, Rebecca Subject:RE: [EXTERNAL]FW: Volume Data - Due Date 10.12.23 Attachments:Fund Crosswalk.pdf; Cost Center Crosswalk.pdf; Revenue Account Crosswalk .pdf; Invoice Type Mapping.pdf; Account Crosswalk.pdf Hi Jamie, We use Oracle as our primary financial system. What you are talking about is our Revenue Chart of accounts. I have enclosed a copy of that for you. New revenue structure is active as of November 1, 2019. Parent Level 1 - Revenue Category (4X000) Parent Level 2 - Revenue Type (4XX00) Revenue (4XXXX) Specific Fee (Subledger) Fees are assigned to their appropriate "Fee Type" (ex: Building Permits are by nature accounted for as "Permits", but will be budgeted for under Development Services") Revenue types under "Other General Government Revenue" are to be used by all departments and funds Police, Fire, and Parks & Rec have Miscellaneous Revenue accounts dedicated to their departments. All other miscellaneous revenues should be coded to 44310 and the appropriate correct fund, cost center (this is how they wil l be distinguished in the budget) Revenue Cost Centers are based off of where the revenue is generated or specifically related to, all general government reven ues should be designated to 2003 Police revenues are coded to police admin "8001" Let me know if you have 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: Jamie Radcliff <jradcliff@mgtconsulting.com> Sent: Monday, November 6, 2023 11:41 AM To: Keller, Erin <EKeller@slocity.org> 186 Cc: Rachel King <rking@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: [EXTERNAL]FW: Volume Data - Due Date 10.12.23 This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Erin: Honestly, it is much easier to track volumes and costs if the revenue accounts are aligned with permits. If they must be consolidated all in one account, some financial systems have project or other codes that you could Ɵe to each category breakdown where the numbers and costs are tracked. What financial system do you use? 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. From: Keller, Erin <EKeller@slocity.org> Sent: Thursday, October 12, 2023 4:19 PM To: Jamie Radcliff <jradcliff@mgtconsulting.com> Cc: Rachel King <rking@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: [EXTERNAL]FW: Volume Data - Due Date 10.12.23 Please see the attached volumes you requested based on the Service names in excel spreadsheet you provided us. ” This is and will be an issue for every fee study until we find a way to resolve it. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 187 Do you have any recommendations or know what other cities have done to solve this problem? 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Thursday, October 12, 2023 2:10 PM To: Keller, Erin <EKeller@slocity.org> Subject: RE: Volume Data - Due Date Hi Erin, Also, this shows data for the past 5 years since 1/1/2018 but the spreadsheet shows the fees for 23-24. Fees are adjusted each year for CPI/CCI. I also attached the csv files I extracted to from the database. Let me know if I can provide any more data! 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 -----Original Appointment----- From: Keller, Erin <EKeller@slocity.org> Sent: Thursday, October 12, 2023 7:35 AM To: Kazemi, Neema Subject: Volume Data - Due Date 188 When: Thursday, October 12, 2023 3:00 PM-3:25 PM (UTC-08:00) Pacific Time (US & Canada). Where: Microsoft Teams Meeting Importance: High Service Names by Department – Volume and Total Excel File data. ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: Download Teams | Join on the web Learn More | Meeting options ________________________________________________________________________________ Fund.CostCenter.Account FinancePlus accounts appear grey and italicized ; Ignore other text colors and strikethroughs. Assets 11002 Petty Cash 10533 Petty Cash City Attorney 10534 Petty Cash City Clerk 10535 Petty Cash Community Dev 10536 Petty Cash Corp Yard 10537 Petty Cash Finance 10541 Petty Cash Parking 10542 Petty Cash Human Resources 10544 Petty Cash Public Works 10545 Petty Cash Parks & Rec 10546 Petty Cash Utilities 10547 Petty Cash Fire Dept 10548 Fire Strike Team Petty Liabilities 21012 Pass-through Payable 2105 Sales Tax Payable 2107 Pass-Thru Payable 2400 Rents Payable 2401 650 Tank Farm TIS 2402 Mayor's Trust Deposit 2403 PD Community Outreach 2404 Broad St. Annex. Mitigate 2405 Devaul/Froom Traffic Imp. 2406 Bonetti Ranch Market TIS 2409 PW Intern 2410 CDBG Loan Program 2411 Bldg Code Enfc Settlement 2412 State CUPA Fees 2413 Garden St Terrace-Legal 2414 San Luis Ranch TIS 2416 Chevron Road Rehab Reimb 2418 Discovery SLO TIS 2419 Lot 2/Marshall 2420 Amgen Tour Of California 2421 Lone Star/Anderson Hotel 2422 Legal Services 2423 71 Palomar 2424 Urban Streams Conference 2426 PD Directed Giv Campaign 2427 Avila Ranch TIS 2428 2857 - 2859 Johnson TIS 2429 Chinatown EIR 2430 Chevron Appraisal 2431 Froom Ranch EIR 2432 Copeland-Archaeological 2433 Copeland-Special Counsel 2435 1340 Taft Bus Shelter 2436 Atty-Friend Of 71 Palomar 2437 Dalidio Ranch 2438 Garden St Terr Appraisal 2439 West Creek 2441 Motel Inn TIS 2442 Vehicle Sales Area Study 2443 Western Enclave TIS 2444 Retiree Medical Trust 2445 3049-3099 Broad 2447 Broad Street Apts TIS 2449 570/590 Marsh TIS 2450 320 Higuera Tree Remediation 2451 TIS-Froom Ranch Spec Plan 2452 3000 Calle Malva TR 2428 2453 TIS - 790 Foothill 2455 Tumbling Waters TR2707 2456 Orcutt Area Specific Plan 2457 Broad/South Int Impr 4crk 2458 TIF-Twin Creeks 2459 Prefumo Crk Common Aq Mit 2465 Garden St Terrace EIR 2467 Chevron 2468 Chevron Restor/Redevelop 2469 ROEM Development 2470 Chevron Dev Agmt 2471 SLCUSD Johnson Ave Housing 2473 Goodwin-Md2 Reimb Agmt 2474 CDD-Avila Ranch 2475 CDD-Moylan Terrace 2476 CDD Dev. Review Deposits 2485 Calle Joaquin Billboard 2486 Catholic Healthcare West 2487 Chevron/AASP Magis 2488 Chevron-AASP Reimb 2500 Due to Other Funds 2510 Due To Other Agencies 2511 Due To SLO County Tmd 2512 Due To State Dsa SB 1186 Equity 31002 Development Services 30312 Development Services 31003 Fire 2479 CUPA Fines-Chevron 31005 City Attorney 30318 City Attorney 31006 Police 2466 Bscc Funds 2480 PD Evidence Fund 2481 Police Dept Donations 30314 Impound Fees Designation 31007 Parks and Recreation 2460 Parks & Rec Contributions 2478 Sr Skate Park Donations 31008 Administration 2477 Historic Book Prsv Donation 31012 Public Works 2462 Bike Rack Contributions 32001 Undesignated 3032 Undesignated 40000 Revenue Parent 1Parent 2 Oracle V2 Account Oracle V1 Account Fee/Revenue Detail Associate d Cost Center Associate d Fund Income Method Teller Code Invoice Memo Line 41000 Taxes 41100 Property tax 41101 Property Taxes - Current Secured 41102 Property Taxes - Current Unsecured 41103 Property Tax - Secured Prior 41104 Property Taxes - Prior Unsecured 41105 Property Tax In Lieu of Vehicle License Fee (VLF) 41106 Other Property Taxes 41107 City Housing Authority Property Tax In-Lieu 41108 Homeowner Prop Tax Relief 41200 Sales Tax 41201 Sales and Use Taxes 41202 Safety Prop 172 41300 Gas Tax 41301 Gas Tax (2105) 41302 Gas Tax (2107) 41303 Gas Tax (2107.5) 41304 Select Road (2106) 41305 Gas Tax (R&T 7360) 41306 Gas Tax (SB1 2017) 41400 Other Taxes 41401 Utility User Tax 41402 Transient Occupancy Tax 41403 Business Tax 41404 Cannabis Tax 42000 Licenses, Permits, and Franchises 42100 Licenses & Permits, Franchises 42101 Business Licenses 42102 Cannabis Operator Licenses 42103 Building Permits 42104 Encroachment Permits 42105 Industrial User Permits 42106 Franchise Fees 42107 Police Department Permits 42108 Tobacco Permits 42109 Fire Department Permits 42110 Fire Alarm Permits 42111 Alarm Permits - Contract (Police) 42112 Other City Licenses & Permits 43000 Fines, Forefeitures, and Penalties 43100 Fines 43101 Motor Vehicle Fines 43102 Misdemeanors & Infractions 43103 Parking Citations 43104 Police Issued Parking Fines 43200 Penalties 43201 Misc Penalties 43202 Code Enforcement Fines 43300 Administrative Citations 43301 Admin Citations - Safety 43302 Admin Citations - General 43303 Admin Citations - Utilities 44000 Other General Government Revenue 44100 Investment Income 44101 Interest on Investment 44102 MV Gain/Loss 44103 Interest Distributed 44104 Interest Receipts 44105 Portfolio Investment Income 44106 Realization Gain Loss N Invest 44107 Investment FMV Adjustment 44108 FMV Adjustment Distribution 44109 Interest Bank Charges 44110 Interest Paid on Investment 44200 Property Revenue 44201 Library Rental 44202 Indoor Rental & Use Fees 44203 Outdoor Rental & Use Fees 44204 Other Rent & Lease Revenue 44300 Miscellaneous 44301 Sale of Surplus Property 44302 Disability Insurance Reimbursement 44303 Special Events Insurance 44304 City Loan Repayment DAP 44305 Damage to City Property 44306 Credit Collections 44307 WRRF Energy Projects Rebate 44308 Sales Non-taxable 44309 Sales Taxable 44310 Miscellaneous Revenue 45000 Grants & Subventions 45100 County 45101 Zone 9 Streambed Clearance 45101 Zone 9 Streambed Clearance 46002 45440 Zone 9 Streambed Clear.5301 101 Invoice Zone 9 - General Fund 45101 Zone 9 Streambed Clearance 46002 Zone 9 Streambed Clear. (Capital)5301 401 Invoice Zone 9 - CIP 45200 State 45201 Cal OES Engine Reimbursement 45202 Police Training Grant (POST) 45203 Law Enforcement SB229 Grant 45204 Prop 1B 45205 State Begin Funds 45206 State SB90 Refunds 45207 OTS 45208 TDA Bikeways 45209 STA Revenue 45210 AB939 Reimbursement 45211 Other State Grants 45212 SB 1090 Proceeds 45300 Federal 45301 US DOJ Federal Grants 45302 FTA 5307 (Capital) 45303 FTA 5307 (Preventative Maintenance) 45304 FTA 5307 (Operating) 45305 Other Federal Grants 45305 Other Federal Grants 43790 Other Federal Grants 45306 FEMA Reimbursements 45307 Federal Stimulus Grants 45400 Other 45401 Mutual Aid Reimbursements 45402 Other Grants/ Subventions 46000 Charges for Services 46100 Planning and Engineering Services 46101 Planning & Zoning Fee 46102 Development Review Fees 46102 Development Review Fees 46008 45485 Development Review Fee (Planning)4003 101 Teller CD8 46102 Development Review Fees 46008 Water Development Review Fees 6001 601 Teller CD30 46102 Development Review Fees 46008 Sewer Development Review Fees 6101 602 Teller CD31 46102 Development Review Fees 46002 45830 Transp Dev Review Fees 5010 101 Teller CD34 46102 Development Review Fees 46008 45565 Arborist Development Review Fees 5004 101 Teller CD32 46103 Plan Check Fees 46104 Sewer Wye Abandonment and Installation Fees 46105 Infrastructure Plan Ck/Inspection 46106 Fire Plan Ck & Inspection 46107 Engineering dev Rev Fee 46108 Engineering OT Reimbursemnet 5009 101 Teller PW11 46200 Recreation Services 46201 Adult Athletic Fees 46202 Youth Athletic Fees 46203 Instruction Fees 46203 Instruction Fees 46010 45620 Instruction Fees 7004 101 Teller PR3 46204 Special Event Fees - App/Permit 46205 Youth Services Childcare 46206 Youth Services Camps 46207 Jr Ranger Camps 46208 Aquatics Daily Use Fees 46209 Swim Instruction Fees 46210 Multi Day Swim Passes 46211 Therapy Pool Fees 46212 Driving Range Fees 46213 Golf Green Fees 46214 Golf Lesson Fees 46215 Golf Rental Fees 46216 Jack House Revenue 46217 Other Parks & Rec Revenue 46218 Special Events - City Sponsored 46219 Golf Cart Rentals 46219 Golf Cart Rentals 46010 55155 Golf Cart Rentals 7007 101 Teller GC3 46300 Fire Fees 46301 Medical ER Recovery 46302 R1 Inspection Fees 46303 Cal Poly Fire Services 46304 CUPA Inspection Fees 46305 Hazardous Material Recover 46306 Other Fire Dept Revenue 46400 Parking Fees 46401 Parking Meters - Lots 46402 Parking Meters - Streets 46403 Parking Structures 46403 Parking Structures 46016 56610 Daily Garage Fees 5103 611 Teller PK1 46403 Parking Structures 46016 56611 Marsh Daily Garage Fees 5103 611 Teller PK7A 46403 Parking Structures 46016 56612 Palm Daily Garage Fees 5103 611 Teller PK7,PK7B 46403 Parking Structures 46016 56613 Morro Daily Garage Fees 46403 Parking Structures 46016 56614 Morro Kiosk Garage Fees 46404 Long Term Parking 46404 Long Term Parking 46016 56670 Residential Permits 5104 611 Teller PK6 46404 Long Term Parking 46016 56680 Meter Bag Sales 5104 611 Teller PK4 46404 Long Term Parking 46016 56690 10-Hour Meter Permits 5104 611 Teller PPM,PPQ 46404 Long Term Parking 46016 56690 10-Hour Meter Permits 5103 611 Invoice,TellerPK3 Parking Validation 46404 Long Term Parking 46016 56710 Passcard Fees - 842 Palm 5103 611 Invoice,TellerCRTPKG, CTYPKG,PK2 Overnight Parking,Prox Card - 842 Palm 46404 Long Term Parking 46016 56711 Passcard Fees - Marsh St 5103 611 Invoice,TellerPK2A Prox Card -871 Marsh 46404 Long Term Parking 46016 56712 Passcard Fees - 919 Palm 5103 611 Invoice,TellerPK2B Prox Card - 919 Palm, 46404 Long Term Parking 46016 56720 Commercial Loading Zone 5104 611 Teller PK8 46405 Parking In-Lieu 46500 Police Fees 46501 Accident Reports 46502 Collision Investigation 46503 Witness Fees 46504 Property Release Fee 46505 Tow Release Fee 46506 Second Response 46507 DUI Cost Recovery 46508 Other Police Revenue 46508 Other Police Revenue 46028 44320 Other Police Fees 8001 101 Invoices & TellerPD3, PDREV Police Dept 46509 Impound Fees 46018 44300 Impound Fees 8001 206 Teller PD4 46510 Asset Forfeiture 8001 101 46600 Transit Fees 46601 Bus Fare 46700 Utility Fees 46701 Sales to Cal Poly 46702 Water Sales/Water Service Charges 46703 Utilities Base Charges 46704 Reclaimed Water Sales 46705 Sewer Service Charges 46706 Whalerock Operating Charges 46707 Whalerock CIP Contributions 46708 Utilities Set-Up Fees 46709 Other Utilities Charges 46710 Fishing Program Revenues 46712 Low Income Subsidy 46713 Cal Poly Capacity & Resilience 46799 Use of COVID Rate Relief Program (Contra Revenue) 46800 Technology Fees 46801 IT Surcharge 46900 Other Service Charges 46901 Miscellaneous Service Charges 46902 SLO County TMD Administrative Fee 46903 CDBG Administrative Reimbursement Fee 46903 CDBG Administrative Reimbursement Fee 47003 CDBG Administration Reimbursement 4008 101 Invoice, TellerSLO34 CDBG Reimbursement 47000 Impact Fees and Special Assessments 47100 Special Assessments 47101 Downtown Association Assessment 47101 Downtown Association Assessment 46002 41310 Downtown Assoc. Assessmnt JE 47102 TBID Assessment Revenue 47103 Fire Haz Mat Task Force 47104 Police Bomb Task Force 47200 Impact Fees 47201 General Impact Fees 47202 Fair Share Mitigation Fees 47202 Fair Share Mitigation Fees 46003 Mitigation Fees - Broad/South Intersection Improvements 5010 101 Teller PW6 47202 Fair Share Mitigation Fees 46003 Mitigation Fees - Orcutt Road Widening 5010 101 Teller PW7 47202 Fair Share Mitigation Fees 46003 Mitigation Fees - Orcutt/Laurel Traffic Signal Improv 5010 101 Teller PW8 48000 Other Financing Sources 48000 Other Financing Sources 48001 Sale of Capital Assets 48002 Long-Term Debt Proceeds 65000 Proceeds from Debt Fin. 48003 Other 49000 Transfers 49000 Transfers 49001 Transfers - In 60500 Reimbursement Transfers 61000 Oper Trsf In - Genl Fund 61100 Oper Trfr In - Other 61200 Oper Trsf In - Gas Tax Fd 61300 Oper Trsf in - TDA Fund 61400 Oper Trsf In -Tourism BID 61405 Oper Trsf in - Trans Imp 61550 Oper Trsf In- Enterprise 61500 50000 Salaries and Benefits 51000 Salaries and Benefits 51000 Salaries and Benefits 51001 Salaries - Regular 7010 Salaries - Regular 7015 SWAT Gym Expense 7016 Holiday 7017 Auto Allowance 7018 Uniform 7019 Transitional Assistance 7029 Leave Payouts 51002 Council and Commissioners 7011 Council & Commissioners 51003 Salaries - Contract 7012 Salaries - Contract 51004 Salaries - Temporary 7014 Salaries - Temporary 51010 Overtime 7020 Overtime 7021 Flsa Overtime 7022 Training Overtime 7024 Special Events Overtime 7026 Local Disaster (Non-FEMA) 7028 Injury-Excess Shift Allwn 7030 Mutual Aid Backfill 7036 Investigations 7037 Court Time 7038 Shift Continuation 7039 Vacancies 51017 Standby 7032 Stand-By 51018 Call Back 7034 Call Back 52000 Retirement 52000 Retirement 52001 Retirement Contributions 7040 Retirement Contributions 52002 Retirement PARS - 401 7041 Retirement PARS - 401 52003 PERS Unfunded Liability 7049 PERS Unfunded Liability 53000 Employee Group Insurance 53000 Employee Group Insurance 53001 Health and Disability Insurance 7042 Health & Disability Insurance 53002 Retiree Healthcare 7043 Retiree Healthcare 7731 Retired-Emp Health Cost 53003 Unemployment Insurance 7046 Unemployment Insurance 54000 Workers Comp Insurance 54000 Workers Comp Insurance 54001 Workers' Comp Insurance 7726 Workers Comp Premiums 7728 Workers Comp Retro Adj 55000 FICA/Medicare/OASDI 55000 FICA/Medicare/OASDI 55001 Medicare 7044 Medicare 56000 Misc Staffing Expenses 56000 Misc Staffing Expenses 56001 Workers Comp Reimbursement 708 Workers' Comp Reimburse 56003 Contingency Expense 7050 Contingency Expense 56002 Misc Employee Reimbursement 7033 Tool Allowance 57000 Project Expense Contra Accounts 57000 Project Expense Contra Accounts 57001 Project Regular Staffing Expense Contra 57002 Project Overtime Expense Contra 60000 Services & Supplies & Others Services & Supplies & Others 61000 Services & Supplies 61001 Advertising and Public Outreach 7203 Advertising 7244 Jack House Promotions 7334 Public Outreach & Info 7335 Econ Dev Marketing 7337 Promotion & Public Rel 61005 Data Processing Services 7229 Data Processing Services 7230 Data Processing Service LRM 61006 Engineering and Plan Checks 7231 Engineering & Plan Checks 61007 Legal Services 7261 Legal Services 61008 Parking 7344 Parking 61009 Regulatory Fees 7301 Taxes & Licenses 7305 Regulatory Fees/Permits 61010 Ventures and Contingencies 7303 Ventures & Contingencies 61011 Maintenance 7233 Equipment Maintenance 7263 Maint & Minor Repair 7275 Office Equip Maintenance 7282 Preventive Maintenance 7293 Sidewalk Repair Contracts 61012 Water Supply 7271 Nacimiento Reservoir Exp 7289 Salinas Reservoir Expense 7311 Whale Rock Operations 61013 Other Contract Services 7211 Animal Control Agreement 7213 Auditing & Accounting 7219 Bldg & Constr Contracts 7225 Contract Labor 7226 Contract Service LRM 7227 Contract Services 7228 Contract Servicess-Zone 9 7237 Grants-In-Aid 7239 Homeless Shelter 7241 Hazard Abatement Contract 7243 Hazardous Waster Disposal 7247 Inspection Services 7255 Laboratory Services 7257 Landscape & Pruning Contr 7259 Laundry & Lin Serv Contra 7265 Medical Services 7277 Overhaul & Major Repairs 7279 Personnel Services 7287 Project Fees & Expenses 7299 Special Programs 7307 Weed Abatement Contracts 7338 Purchased Transportation 7345 Bench Program 7353 Janitorial Services 7278 Onboarding Day Of Welcome 61014 Insurance 7725 7727 61003 Auditing and Accounting Fees 61500 Utilities 61501 City Water Service 7603 City Water Service 61502 City Sewer Service 7604 City Sewer Service 61503 Electric Service 7605 Electric Utility Service 7607 Electric Whale Rock Pump 61504 Natural Gas Service 7609 Gas Utility Service 61505 Communication Service 7611 Other Comm Services 7613 Radio Service 7617 Telephone Services 7618 Cellular Services 61506 Solid Waste Service 7621 Trash Service 61507 Other Utility Service 7623 Pager Service 62000 Office Expenses 62001 Print and Reproduction 7283 Print & Reproduction 62002 Office Supplies 7413 Computer Supplies 7415 Drafting Supplies 7421 Office Supplies 62003 Postage 7423 Postage 62004 Publications and Subscriptions 7427 Publications & Subscript 7841 Municipal Code 62007 Employee Recognition 7417 Employee Recognition 62008 Furniture and Fixtures 7419 Office Furn & Equip <5000 62010 Office Expenses - Other 7269 Microfilming 7425 Printing & Repro Supplies 7429 62009 Software Licensing and Maint Agreements 62500 Operating Materials and Supplies 62501 Chemicals 7755 Aluminum Sulphate 7759 Analyzer Chemicals 7775 Chemicals 7777 Chlorine 7799 Fertilizers 7801 Filtering Aids 7815 Sulphur Dioxide 7821 Insecticides & Herbicides 7833 Lubricants 7887 Sodium Silico Fluoride 7927 Lubricants 62502 Construction Materials and Supplies 7703 Construction Equip 7761 Asphalt Mix 7763 Barricades & Lights 7765 Base Material 7769 Cathodic Protection Matrl 7771 Cement & Concrete Mix 7781 Construction Material 7791 Electrical Supplies 7797 Fencing 7835 Lumber And Hardware 7853 Pipe, Fittings & Valves 7855 Pipe & Conduit 7873 Road Oil 7877 Sand & Gravel 7879 Sewer Cleaning Equip 7881 Sewer Pipe & Materials 7893 Sprinklers & Irrigation 7897 Steel 7915 Water Meter Boxes 7919 Water Meters 7920 Water Meters-New Dev 62503 Equipment Maintenance Supplies 7795 Equip Replacement Parts 7819 Hydrant Heads & Parts 7847 Parking Meter Parts 7889 Special Equip Replc Parts 7907 Tires, Batteries & Access 62504 Fuel 7790 Diesel Fuel 7811 Gasoline 62505 Machinery and Equipment 7953 Machinery & Equipment 7955 Office Furnishings 62506 Safety Materials and Supplies 7861 Protective Clothing 7875 Safety Supplies 62507 Public Safety Supplies 7757 Ammunition 7773 Chemical Fire Suppressant 7823 Investigative Expenses 7825 Investigative Supplies 7839 Medical Supplies 7865 Range Supplies 7895 Station Quarters Supplies 7903 Tear Gas Supplies 7909 Training Aids 7862 Body Worn Cameras 62508 Recreation Supplies 7753 Adult Athletic Supplies 7829 Junior Athletic Supplies 7867 Recreation Ctr Supplies 7869 Recreation Instr Supplies 7905 Teen Athletic Supplies 62509 Misc Materials and Supplies 7705 Office Equipment 7707 Portable Structures & Fac 7767 Cameras & Photo Supplies 7779 Cleaning Material&Solvent 7787 Costs Goods Sold Golf Pro 7789 Cost Of Matrl For Resale 7809 Flags & Decorations 7817 Hoses & Fittings 7827 Janitorial Supplies 7831 Laboratory Supplies 7837 Manhole Rings & Covers 7843 Operating Material & Supp 7845 Paint Supplies 7859 Plumbing & Heating Supply 7863 Publications For Resale 7883 Signs 7885 Small Tools 7891 Special Events Supplies 7911 Trees Shrubs & Nurs Stock 7913 Uniforms & Identification 7921 Welding Supplies 7925 Locksmith Supplies 7886 Bio Hazard Cleanup 7961 62510 Publications and Legal Notices 62511 Rents and Leases 7958 Vehicle Leases 7959 Golf Cart Leases 7701 Building & Property 63000 Travel, Meetings, Dues 63001 Membership and Certifications 7453 Association 7531 Professional Organization 7544 Pace 63002 Education and Training 7459 Education & Training 7463 City Wide Training 7529 Professional Conferences 7533 Post Training 7538 League Convention 63003 Trips and Meetings 7455 Commission & Comm Mtgs 7537 Trips And Meetings 7541 Council Meetings 7560 Meals and Refreshments 7561 Program Expenses 63004 Tuition Reimbursement 7540 Tuition Reimbursement 65000 Other Charges 65000 Other Charges 65008 Taxes and Assessments 65010 Bad Debts 65011 Interfund Expenditure 65013 Credit Cards Merchant Fees 44322 Credit Card Fees-Police 45540 Credit Card Fees - CDD 45820 Cred. Card Fees (Rev.Rdct 56105 Credit Card Fees-Util 65014 Misc Other Charges 42610 Bank Account Analysis Fee 67000 Operating Carryover 67001 Operating Carryover 799 General Carryover 70000 Capital Assets Expense 71000 Capital Assets Expense 71000 Capital Assets Expense 71001 Land 71002 Buildings and Improvements 71003 Equipment 71004 Infrastructure 71005 Intangible Assets 71006 Contract Services 71007 Materials 71501 Undesignated Capital 71999 Legacy Project Expenses 75000 Transfers Out 75000 Transfers Out 75001 Transfers - Out 8401 Reimbursement Transfers 8515 Oper Tsfr Out-Genl Fund 8517 Oper Trfr Out-Debt Svc 8519 Oper Trfr Out - CDBG Fund 8521 Oper Trfr Out - Fleet Fund 8523 Oper Trfr Out - IT Fund 8525 Oper Trfr Out-Major Facil 8527 Oper Trfr Out - Insur ISF 8529 Oper Trfr Out - CIP 80000 Debt Service 81000 Debt Service 81000 Debt Service 81001 Principal 8020 2015 Copiers Lease 8030 1994 Ref Lease Rev Prin 8060 2017 Fleet Replace Prin 8170 2012 Lease Rev/2001 Ref 8180 CIEDB State Loan Prin 8221 Water Reuse Loan Prin 8231 2005 Ref Rev Bonds Prin 8251 Water Plant Upgrade Prin 8261 Tank Farm Lift STA Prin 8281 2009 Lease Rev Prin 8291 2006 Lease Rev Bonds Prin 8301 Wrrf Engy Eff Upgrd-Prin 8311 Tank Farm Suntrust - Prin 8321 2010 Fire Truck - Prin 8331 2012 Water Refund Prin 8341 2013 Fire Truck Leas Prin 8351 Mdc Lease - Principal 8361 LOVR Financing - Princ 8234 Arbitrage Rebate Liab 8212 81002 Interest 8025 2015 Copier L Interest 8035 1994 Ref Lease Rev Int 8065 2017 Fleet Replace Int 8171 2012 Lease Rev/2001 Ref 8181 CIEDB State Loan Int 8222 Water Reuse Loan Int 8232 2005 Ref Rev Bonds Int 8252 Water Plant Upgrade Int 8262 Tank Farm Lift STA - Int 8282 2009 Lease Rev Int 8292 2006 Lease Rev Bonds Int 8302 Wrrf Engy Eff Upgrd-Int 8312 Tank Farm Suntrust - Int 8322 2010 Fire Truck - Int 8332 2012 Water Refund Int 8342 2013 Fire Truck Lease-Int 8352 Mdc Lease - Interest 8362 LOVR Financing - Interest 85000 Depreciation 85000 Depreciation 85001 Depreciation Expense 8570 Deprc Exp Infrastructure 8571 Deprec Exp - Bldgs & Impr 8572 Deprec Exp - Equipment 8573 Reclass To Fixed Assets 85002 Depreciation Expense - Clearing 90000 Intrafund Transfers & Appropriations 91000 Intrafund Transfers 91000 Intrafund Transfers 91001 Intrafund Transfers Fund.CostCenter.Account FinancePlus programs appear grey and italicized ; Ignore other text colors and strikethroughs. 1000 Administration 1001 Administration 10100 1002 City Council 10200 1003 Cultural Activities 11100, 50450 1004 Economic Dev 11200 1005 Natural Resource Protection 11250 1006 Tourism and Bid Promotion 12100 1007 Community Promotion 11300 1008 Downtown Assoc Admin 14100 1021 City Clerk 20100 1022 Elections 1031 Boysen Ranch Conserv Easement 11255 1101 Network Services 25300 1102 IT Support Services 25400 1103 Information Services 25450 1500 City Attorney 1501 City Attorney 15100 2000 Finance 2001 Financial Admin 25100, 89354 2002 Budgets 25110 2003 Revenue Mgmt 25120 2004 Purchasing 25130 2005 Accounting 25140 2006 Finance Support Services 26100 2007 Finance NonDepart 25200 3000 Human Resources 3001 Human Resources Admin 30100 3002 Risk Mgmt 30200 3003 Wellness 30300 3050 Insurance ISF 30201 4000 Community Development 4001 Community Dev Admin 40100 4002 Commissions and Committees 40110 4003 Development Review 40200 4004 Long Range Planning 40400 4005 Development Services 40600 4006 Building and Safety 40700, 40701 4007 Human Relations 60600 4008 Housing Assistance 60650 5000 Public Works 5001 Public Works Admin 50100 5002 Parks Maint 50200, 50201 5003 Swim Center Maint 50210 5004 Urban Forest Services 50220 5005 Facilities 50230 5006 Streets Maint 50300, 50301, 50310 5007 Traffic Signals and Lighting 50330, 50331 5008 Fleet 50340 5009 CIP Project Eng 50410, 50411, 50400, 53900 5010 Transportation Plan and Eng 50500, 50501 5101 Parking Admin 50600, 89402, 89454, 89352, 89502 5102 Parking Enforcement 5103 Parking Structures 5104 Parking Lots and Streets 5201 Transit Ops and Maint 50700, 89404, 89455, 89503, 50710 5301 Stormwater and Flood Control 50320, 50321, 40500, 50350 6000 Utilities 6001 Water Admin and Eng 55100, 89401, 89451, 89350, 89500 6002 Water Source of Supply 55110 6003 Water Treatment 55150 6004 Water Distribution 55160 6005 Water Resources 55170, 55130 6101 Wastewater Admin and Eng 55300, 89403, 89452, 89351, 89501 6102 Wastewater Collection 55310 6103 Environmental Programs 55230, 55320 6104 Water Resource Recovery 55330 6105 Utilities Revenue 55340 6106 Water Quality Lab 55350 6201 Reservoir Operations 55500, 89406, 89453, 89506, 55370 7000 Parks and Recreations 7001 Recreation Admin 60100 7002 Facilities 60230 7003 Youth Services 60250 7004 Community Services 60280, 60240 7005 Ranger Service 60290, 60291 7006 Aquatics 60500 7007 Golf Course 60900 7008 Jack House 89140 8000 Police 8001 Police Admin 80100 8002 Patrol 80200, 80201 8003 Investigations 80300 8004 Police Support Services 80400 8005 Neighborhood Services 80500 8006 Traffic Safety 80600, 80705 8500 Fire 8501 Fire Admin 85100, 85101 8502 Emergency Reponse 85200 8503 Hazard Prevention 85300, 85301 8504 Training Services 85400 8505 Recruit Academy 85410 8506 Fire Apparatus Services 85210 8507 Fire Station Facility Support 85500 8508 HazMat Task Force 89190 8599 Disaster Assistance 85600 9500 General 9501 Project Extravaganza 9501 9502 Legacy 89160 Fund.CostCenter.Account FinancePlus funds appear grey and italicized ; Ignore other text colors and strikethroughs. 100 Governmental Funds (GOV) 100 Governmental Funds 101 General Fund 100 200 Special Revenue Fund 201 Local Sales Tax Fund 101 202 Downtown Bid Fund 210 203 Gas Tax Fund 220 204 TDA Bikeway Fund 230 205 CDBG Fund 240 206 Law Enforce Grant Fund 250 207 Public Art Private Sector Fund 260 208 Tourism Bid Fund 290 209 SB1186 CASP Certify Fund 245 210 Debt Service Fund 300 211 SB1 Road Repair 2017 225 400 Capital Fund 401 Capital Outlay Fund 400, 401 402 Fleet Repl Fund 410 403 Info Tech Repl Fund 412 404 Major Facility Repl Fund 413 405 Infractructure Invest CIP Fund 421 500 Development Fees 501 Parkland Development Fund 420 502 Open Space Protection Fund 430 503 Airport Area Impact Fee Fund 450 504 LOVR Impact Fee Fund 460 505 Affordable Housing Fund 470 506 Wastewater Dev Impact Fee Fund 285 507 Transportation Impact Fee Fund 405 600 Enterprise Fund (ENT) 600 Enterprise Fund 601 Water Fund 500 602 Sewer Fund 520 611 Parking Fund 510 621 Transit Fund 530 700 Agency Fund (AGN) 700 Agency Fund 701 General Agency Fund 600 705 Whale Rock Fund 640 710 Jack House Fund 625 711 Haz Mat Task Force Fund 653 712 City Of Slo PEG Fund 670 713 SLCUSD PEG Fund 671 714 Duvall Fund 700 715 Boysen Ranch Conserv Easemt Fund 659 716 Police Bomb Task Force 655 717 Narcotics Task Force 650 718 Mayor's Youth Task Force 657 719 PEG - PAT 672 800 Internal Service Funds (ISF) 800 Internal Service Funds 801 Investment Earnings Contr 686 802 Insurance ISF Fund 415 803 Payroll Control Fund 680 804 Utility Billing Control Fund 682 805 Investment Control Fund 685 900 Other Funds 900 Other Funds 999 GASB Funds Name Description 101 Misc Miscellaneous General Fund Invoice AB939 Intergrated Waste Management Reimbursement ACIU Administrative Citation - Industrial User ACL Administrative Citation - Landlord ACS Administrative Citation - Safety ACSW Administrative Citation - Stormwater ACW Administrative Citation - Water ACWW Administative Citation - Wastewater Bus Pass Sales Bus Pass Sales CDBG Reimbursement Reimbursement for administration of CDBG Program COBRA OLD-COBRA Health Insurance Premium COBRA-D COBRA Dental Insurance Premium COBRA-V COBRA Vision Insurance Premium Cal Poly Fire Agreement Cal Poly Fire Service Cal Poly Transit Agreement Cal Poly Transit Service Cell Tower Lease Cell Tower Lease City Rental Property Rent for Lease of City Property Community Garden Community Garden Plot Community Garden Area Community Garden Cost per Square Foot Community Services Parks & Recreation - Community Services Reimbursement Cost Recovery - Building Maintenance Emergency Repar Callout Cost Recovery - Child Care Child Care Services Cost Recovery - DUI DUI Cost Recovery Cost Recovery - Damage to City Property Damage to City Property Cost Recovery - Downtown Street Closure Downtown Street Closure Cost Recovery - Emergency Response Medical Emergency Cost Recovery Cost Recovery - Haz Mat Hazardous Material Cost Recovery Cost Recovery - Mutual Aid Mutual Aid Reimbursement Cost Recovery - OTS Grant Reimbursement OTS Grant Reimbursement Cost Recovery - Second Noise Response Second Noise Response Cost Recovery - Streets Maintenance Street Maintenance Services Dairy Creek Dairy Creek Phone Line FP1 Compressed Gases - Storage, Handling and Disposal FP10 Liquified Petroleum Gas FP11 Lumberyard - Storage in Excess of 1 FP12 Ovens - Industrial, Baking and Drying FP13 Place of Assembly FP14 Radioactive Material FP15 Spraying or Dipping FP16 Welding and Cutting Operations FP17 Hazardous Chemicals (Unless in the CUPA Program) FP18 High-Piled Combustible Stock - Exceeding 2500 sq ft FP19 Junk Yards FP2 Cryogens FP20 Liquefied Petroleum Gas FP21 Lumberyard - Storage in Excess of 100,000 board ft FP22 Magnesium Working - Process more than 10 lbs Daily FP23 Mall (Covered) FP24 Organic Coatings - Manufacture over 1 Gallon a Day FP25 Ovens - Industrial, Baking and Drying FP26 Places of Assembly FP27 Refrigeration Equipment - Mechanical Refrigeration FP28 Spraying or Dipping FP3 Dry Cleaning Plant FP30 Tire Re-capping FP31 Waste Material Plant FP32 Welding and Cutting Operations - Any Occupancy FP33 Additional Permitted Use (per Permit) FP4 Dust Producting Operation FP5 Explosive or Blasting Agents FP6 Flammable or Combustible Liquids FP7 Garages - Repair FP8 Hazardous Chemicals FP9 High-Piled Combustible Stock FPEX Fire Permit - Government Agency Exemption FPMAX Fire Permit - Maximum Charge Adjustment FPMEMO The CA Fire Code(Sec 105) requires your business to obtain an annual fire permit FPMISC Fire Permit - Miscellaneous FPMULTI Multiple Fire Permits Fire - OHV Grant Off-Highway Vehicle Grant to the City of San Luis Obispo Fire Dept Miscellaneous Fire Department Services Franchise Fees Franchise Fee Gas Tax Highway Users Tax Grant Reimbursement Grant Reimbursement HASLO Property Tax In- Lieu Fee HASLO Property Tax In-Lieu Fee IU1 Industrial User - Class I IU2 Industrial User - Class II IU3 Industrial User - Significant User IUMEMO Sec 13.08.150 requires industrial users to have wastewater discharge permits LRM Local Revenue Measure $.005 Sales Tax Distribution Lab Lab Analysis Service Reimbursement Ludwick Community Center Ludwick Community Center Rent Miscellaneous Invoice Miscellaneous Invoice Overnight Parking Downtown Resident Overnight Structure Parking PEG Funds - City Public, Educational, and Government Access Channel - City of San Luis Obispo PEG Funds - Schools Public, Educational, and Government Access Channel - San Luis Coastal Unified Sc Parking Lease Agreement Parking Lease Parking Validations Parking Validations Police Dept Miscellaneous Police Department Services Prox Card - 842 Palm Quarterly Parking Structure Prox Card - 842 Palm Prox Card - 871 Marsh Quarterly Parking Structure Prox Card - 871 Marsh Prox Card - 919 Palm Quarterly Parking Structure Prox Card - 919 Palm Railroad Square Lease Agreement Quarterly Parking - Railroad Square Lease SB1 Road Rehab SB1 Road Maintenance and Rehab Sales Tax Local Sales Tax Distribution Sewer Debt Service - Interest Sewer Debt Service - Interest Sewer Debt Service - Principal Sewer Debt Service - Principal Sidewalk Café Permit Sidewalk Café Use Swim Center Swim Center Use Fee Tobacco Permit Tobacco Retailer's Permit Transit Miscellaneous Transit Services UUTE Utility User Tax - Electricity UUTG Utility User Tax - Gas UUTT Utility User Tax - Telecommunications VLF Vehicle License Collection Excess Whale Rock Operating Whale Rock Operating Charges Whale Rock Power Whale Rock Electrical Pumping Charges Zone 9 - CIP Invoice for Reimbursement of Zone 9 CIP Zone 9 - General Fund Invoice for Reimbursement of Zone 9 General Fund V1 Oracle GL Account 11.1.19 Updated GL Account 101.2003.47003 101.2003.44310 101.6107.45029 101.6107.45210 602.6103.42007 602.6103.43303 101.8001.43005 101.8001.43301 101.8005.43005 101.8001.43301 101.5301.43005 101.5301.43302 601.6005.43005 601.6005.43303 602.6005.43005 602.6005.43303 621.5201.46020 621.5201.46601 101.4003.47003 101.4008.46903 101.0000.22016 101.0000.22017 101.0000.22018 101.8502.46014 101.8502.46303 621.5201.46020 621.5201.46601 101.2003.44002 101.2003.44204 101.2003.44002 101.2003.44204 101.7004.44002 101.7004.44203 101.7004.44002 101.7004.46217 101.7004.46010 101.7004.46202 101.5005.46028 101.5005.46901 101.7003.46010 101.7003.46205 101.8002.43001 101.8001.46507 101.1001.47003 101.2003.44305 101.5006.47003 101.5006.46901 101.8502.46014 101.8502.46301 101.8502.46014 101.8502.46305 101.8502.45034 101.8502.45401 206.2001.45029 206.8001.45207 101.8005.46018 101.8001.46506 101.5006.46028 101.5006.46901 705.6201.45001 705.6201.44310 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8503.42007 101.8503.42109 101.8506.46014 101.8506.46306 101.8502.46014 101.8502.46306 101.2003.42006 101.2003.42106 203.2003.41014 203.2003.41301 101.2007.47003 101.2003.45402 101.2003.47003 101.2003.41107 602.6103.42007 602.6103.42105 602.6103.42007 602.6103.42105 602.6103.42007 602.6103.42105 602.6103.42007 602.6103.42105 201.2003.41015 201.2003.41201 602.6101.46022 602.6101.46709 101.7002.44002 101.7002.44202 101.2007.47003 101.2003.44310 611.5103.46016 611.5103.46404 712.0000.21008 713.0000.21008 611.5101.46016 611.5101.44204 611.5103.46016 611.5103.46404 101.8002.46018 101.8001.46508 611.5103.46016 611.5103.46404 611.5103.46016 611.5103.46404 611.5103.46016 611.5103.46404 611.5101.46016 611.5101.44204 211.2003.41014 211.2003.41306 101.2003.41015 101.2003.41201 602.6101.81002 602.6101.81001 101.4001.44002 101.4001.42112 101.7006.46010 101.7006.46217 101.2003.42007 101.2003.42108 621.5201.46020 621.5201.46901 101.2003.41010 101.2003.41401 101.2003.41010 101.2003.41401 101.2003.41010 101.2003.41401 101.2003.45029 101.2003.41105 705.6201.46002 705.6201.46706 705.6201.46002 705.6201.46706 401.5301.45001 401.5301.45101 101.5301.45001 101.5301.45101 201MISC LRM Fund - Miscellaneous 201.2003.41201 803MISC Payroll Fund - Misc ACS Adjustment 101.8001.43301 ADCITS Administrative Citation - Safety 101.8001.43301 ADCITSW Administrative Citation - Stormwater 101.5301.43302 ADCITW Administrative Citation - Water 601.6103.43303 ADCITWW Administrative Citation - Wastewater 602.6103.43303 ADMINREV Administration - Misc Revenue 101.1001.44310 ALARM-P Alarm Permit Revenue 101.8001.42111 ALARMFEE-P Alarm Permit Expenditure ALARM-F Alarm Permit Revenue 101.8501.42110 ALARMFEE-F Alarm Permit Expenditure ATTYREV Attorney - Misc Revenue 101.1501.44310 Bank Error Bank Error 101.2003.44310 BL Business License & Tax 101.2003.41403 BLD Business License & Tax (BL) - Deferred BP1 Bus Pass - 1 Day - Regular 621.5201.46601 BP15 Bus Pass - 15 Ride - Senior/Disabled 621.5201.46601 BP16 Bus Pass - 16 Ride - Regular 621.5201.46601 BP25 Bus Pass - 25 Single Ride - Regular 621.5201.46601 BP3 Bus Pass - 3 Day - Regular 621.5201.46601 BP5 Bus Pass - 5 Day - Regular 621.5201.46601 BP7 Bus Pass - 7 Day - Regular 621.5201.46601 BPR Bus Pass - 31 Day - Regular 621.5201.46601 BPSD Bus Pass - 31 Day - Senior/Disabled 621.5201.46601 BPST Bus Pass - 31 Day - Student K12 621.5201.46601 CAB Taxi Cab Permit 101.2003.42112 C&D Construction and Demolition Recycling Fine 101.6107.43303 CADVRP Cash Advance Repayment 101.0000.12008 CAPMISC Capital Outlay Fund - Misc Revenue 401.5301.42112 CB Credit Bureau - Misc 101.2003.44306 CBACS Credit Bureau - Administrative Citation Safety 101.8001.44306 CBBL Credit Bureau - Business License & Tax 101.2003.44306 CBTAXO Cannabis Business Tax - Other 101.2003.41404 CBTAXR Cannabis Business Tax - Retail 101.2003.41404 CBUB Credit Bureau - Utility Billing 601.6105.44306 CD1 CDD - Planning Application Fee 101.4003.46101 CD10 CDD - Airport Area Plan Prep 503.4003.47201 CD11 CDD - Water Impact Fee 601.6001.47201 CD12 CDD - Water Meter Charge 601.6001.46708 CD13 CDD - Wastewater Impact Fee 602.6101.47201 CD14 CDD - Transportation Impact Fee 507.5010.47201 CD15 CDD - Transportation Impact Fee - Los Osos Valley Road 504.5010.47201 CD16 CDD - Transportation Impact Fee - Margarita 507.5010.47201 CD17 CDD - Transportation Impact Fee - Airport 503.5010.47201 CD18 CDD - Transportation Impact Fee - Orcutt 507.5010.47201 CD19 CDD - Wastewater Development Impact Fee - Calle Joaquin 506.5010.47201 CD2 CDD - Maps and Publications 101.4001.44310 CD20 CDD - Inclusionary Housing Fee 505.4008.47201 CD21 CDD - In-Lieu Fee - Public Art 207.7001.47201 CD22 CDD - Code Enforcement Fee 101.4006.43202 CD23 CDD - Margarita Area Park Improvement Fee 501.6502.47201 CD24 CDD - Water Retrofit Inspection Fee 601.6001.46709 CD25 CDD - Engineering Development Review Fee 101.4003.46107 CD26 CDD - Wastewater Development Impact Fee - Tank Farm 506.6101.47201 CD27 CDD - Wastewater Development Impact Fee - Margarita 506.6101.47201 CD28 CDD - Wastewater Development Impact Fee - Silver City 506.6101.47201 CD29 CDD - Wastewater Development Impact Fee - Laguna 506.6101.47201 CD3 CDD - In-Lieu Fee - Parking 611.5101.46405 CD30 CDD - Development Review Fee - Water 601.6001.46102 CD31 CDD - Development Review Fee - Sewer 602.6101.46102 CD32 CDD - Development Review Fee - Urban Forest 101.5004.46102 CD33 CDD - Information Technology Surcharge 403.1103.46801 CD34 CDD - Development Review Fee - Transportation 101.5010.46102 CD35 CDD - Development Impact Fee - Police 508.8001.47201 CD36 CDD - Development Impact Fee - Fire 508.8501.47201 CD37 CDD - Development Impact Fee - Parkland Development 501.9504.47201 CD38 CDD - Development Impact Fee - Parkland Acquisition 501.9503.47201 CD39 CDD - Administrative Impact Fee 101.2001.47201 CD4 CDD - Parkland In-Lieu Fees (Quimby)501.5002.47201 CD40 CDD - Orcutt Area Plan Prep 101.4003.47201 CD41 CDD - Impact Fee - Orcutt Parkland Improvement 501.9504.47201 CD42 CDD - Impact Fee - Orcutt Parkland Acquisition 501.9503.47201 CD43 CDD - Construction and Demolition Recycling CD44 CDD - San Luis Ranch Parkland In-Lieu CD45 CDD - Transportation Impact Fee - San Luis Ranch CD46 CDD - TIPP - Contra Revenue Account CD47 CDD - San Luis Ranch CFD CD48 CDD - Citywide TIF (LOVR Sub-area) CD49 CDD - LOVR Add-On Fee (Avila Ranch) CD50 CDD - Avila Ranch CFD CD5 CDD - Plan Check Fee 101.4006.46103 CD6 CDD - Fire Safety Fee 101.8503.46106 CD7 CDD - Building Permit 101.4006.42103 CD8 CDD - Development Review Fee 101.4003.46102 CD9 CDD - Dwelling Unit Construction Tax 501.9504.47201 CDDFEE CDD - BridgePay Online Transaction Fee CDOS CDD - Register Over/Short 101.4001.44310 CDREV CDD - Community Development - Misc Revenue 101.4001.44310 CEALTD CEA LT Disability Insurance Reimb 101.2003.44302 CIT Parking Citation 611.5102.43103 CJPIA CJPIA Training Reimbursement CLERKREV Clerk - Misc Revenue 101.1021.44310 COPAO Cannabis Operator Permit Application - Other 101.2003.42102 COPAR Cannabis Operator Permit Application - Retail 101.2003.42102 COPFO Cannabis Operator Permit Fee - Other 101.2003.42102 COPFR Cannabis Operator Permit Fee - Retail 101.2003.42102 COPIES Copies 101.2003.44310 CPP Employee Computer Loan Repayment CRTPKG Court Employee Parking 611.5103.46404 CTYPKG County Employee Parking 611.5103.46404 CWP Construction Water Permit 601.6004.42112 CY Corporation Yard Revenue 101.5004.44310 DEVDEP Developer Deposits DUI DUI Cost Recovery 101.8001.46507 EMPSFEE Parking - Merchant Fees EXP Expenditure Reimbursement FARE Daily Transit Fare 621.5201.46601 FINREV Finance - Misc Revenue 101.2003.44310 FIREREV Fire - Misc Revenue 101.8501.46306 FLEET Sale of Surplus Vehicles - Fleet 402.5008.44301 FLEETS Sale of Surplus Vehicles - Sewer 602.5008.44301 FLEETW Sale of Surplus Vehicles - Water 601.5008.44301 FLTREV Fleet - Misc Revenue 402.5008.44310 FP Fire Permit 101.8502.42110 FSA Federal Savings Accounts Reimbursement GC1 Golf Course - Green Fee 101.7007.46213 GC10 Golf Course - Other Nontaxable Sales 101.7007.44308 GC2 Golf Course - Driving Range Fee 101.7007.46212 GC3 Golf Course - Cart Fee 101.7007.46215 GC4 Golf Course - Rental Fee 101.7007.46215 GC5 Golf Course - Lessons 101.7007.46214 GC6 Golf Course - Storage Fee 101.7007.46215 GC7 Golf Course - Taxable Merchandise Sales 101.7007.44309 GC8 Golf Course - Sales Tax Collected GC9 Golf Course - Nontaxable Food Sales 101.7007.44308 GCOS Golf Course - Register Over/Short 101.7007.46217 GCREV Golf Course - Misc Revenue 101.7007.46217 GFDR General Fund Deferred Revenue 101.0000.21009 Haz Hazmat Contributions HRREV Human Resources - Misc Revenue 101.3001.44310 IIFMISC Infrastructure Investment Fund - Misc Revenue 405.2003.44310 INVINT Interest from Investments 801.2003.44101 JH1 Jack House - Tours 710.7008.46216 JH2 Jack House - Taxable Merchandise Sales 710.7008.44309 JH3 Jack House - Other Nontaxable Sales 710.7008.44308 JH4 Jack House - Misc Donations LOT10 Parking - Lot 10 611.5104.46401 LOT14 Parking - Lot 14 611.5104.46401 LOT15 Parking - Lot 15 611.5104.46401 LOT4 Parking - Lot 4 611.5104.46401 LOT9 Parking - Lot 9 611.5104.46401 MISCTBID TBID - Misc Revenue 208.1006.44310 OS Register Over/Short 101.2003.44310 OSMISC Open Space Fund - Misc Revenue 502.1005.44310 PCP Parking - ChargePoint Revenue 611.5104.46401 PCPF Parking - ChargePoint Fees PD1 Police - Permits 101.8001.42107 PD2 Police - Report Copies 101.8001.46501 PD3 Police - Other Fees 101.8001.46508 PD4 Police - Impound Fees 206.8001.46509 PD5 Police - Witness Fees 101.8001.46503 PD6 Police - Property Release Fee 101.8001.46504 PD7 Police - Tow Release 101.8001.46505 PD8 Police - PDO Collision Investigation 101.8001.46502 PD9 Police- POST 101.8001.45202 PDOS Police - Register Over/Short 101.8001.46508 PDREV Police - Misc Revenue 101.8001.46508 PK1 Daily Structure Fee (Parking)611.5103.46403 PK2 842 Palm Structure Passcard (Parking)611.5103.46404 PK2A Marsh Structure Passcard (Parking)611.5103.46404 PK2B 919 Palm Structure Passcard (Parking)611.5103.46404 PK3 Chaser Tickets (Parking)611.5103.46404 PK4 Meter Bag Sale (Parking)611.5104.46404 PK5 Meter Cash Key Revenue (Parking)611.5104.46402 PK5A Meter Cash Key Deposit (Parking) PK6 Residential Permit (Parking)611.5104.46404 PK7 842 Palm Structure Bank Deposit (Parking)611.5103.46403 PK7A Marsh Structure Bank Deposit (Parking)611.5103.46403 PK7B 919 Palm Structure Bank Deposit (Parking)611.5103.46403 PK8 Commercial Loading Zone Permit (Parking)611.5104.46402 PKGPAY Parking - Pass-through Payable PKLEASE Parking Rental Property 611.5101.44204 PKOS Register Over/Short (Parking)611.5101.44310 PKREV Parking - Misc Revenue 611.5101.44310 PPM Parking - Monthly 10 Hour Meter Permit 611.5104.46404 PPQ Parking - Quarterly 10 Hour Meter Permit 611.5104.46404 PR1 Parks and Recreation - Adult Athletic Fees 101.7004.46201 PR10 Parks and Recreation - City Event Permit 101.7004.46218 PR11 Parks and Recreation - Special Event Permit 101.7004.46204 PR12 Parks and Recreation - Special Event Insurance 101.7002.44303 PR13 Parks and Recreation - Deposit PR14 Parks and Recreation - Youth Services Camp 101.7003.46206 PR15 Parks and Recreation - CC Soccer 101.7004.46201 PR16 Parks and Recreation - Misc Donations PR2 Parks and Recreation - Youth Athletic Fees 101.7004.46202 PR3 Parks and Recreation - Instruction Fee 101.7004.46203 PR4 Parks and Recreation - Community Services 101.7004.46217 PR5 Parks and Recreation - Youth Services 101.7003.46205 PR6 Parks and Recreation - Junior Ranger Camp 101.7005.46207 PR7 Parks and Recreation - Indoor Facility Rent and Use Fee 101.7002.44202 PR8 Parks and Recreation - Library Rent and Use Fee 101.7002.44201 PR9 Parks and Recreation - Outdoor Rent and Use Fee 101.7002.44203 PROS Parks and Recreation - Register Over/Short 101.7001.46217 PRREV Parks and Recreation - Misc Revenue 101.7001.46217 PRMER Parks and Recreation - Credit Card Merchant Fees PNAN Parks and Recreation - AN Tecnology Transaction Fees PRWP Prado Well Permit 601.6004.42112 PW1 Public Works - Sewer Wye 602.6102.46104 PW10 Public Works - Tree Removal 101.5004.44310 PW11 Public Works - Engineering OT Reimbursement PW2 Public Works - Parking Meters 611.5104.46402 PW3 Public Works - Engineering Fees 101.4003.46105 PW4 Public Works - Engineering Permits 101.4003.42104 PW5 Public Works - Publications/Plans 101.4003.44310 PW6 Mitigation Fees - Broad/South Intersection Improvements 101.5010.47202 PW7 Mitigation Fees - Orcutt Road Widening 101.5010.47202 PW8 Mitigation Fees - Orcutt/Laurel Traffic Signal Improv 101.5010.47202 PW9 Public Works - Commemorative Grove 101.5004.44310 PWREV Public Works - Misc Revenue 101.5001.44310 REV Misc Revenue 101.2003.44310 RTA1 Regional Bus Pass - 1 Day - Regular 621.5201.46601 RTCK Returned Check - Misc 101.2003.44310 RTCKACS Returned Check - Administrative Citation Safety 101.8001.46508 RTCKBL Returned Check - Business License & Tax 101.2003.44310 RTCKCIT Returned Check - Parking Citation 611.5102.44310 RTCKFEE Returned Check - Fee 101.2003.43201 RTCKPR Returned Check - Parks and Recreation 101.7001.46217 SB 1090 SB 1090 101.2003.45212 SB90 SB90 State Mandated Claim 101.2003.45206 SC1 Aquatics - Adult Daily Use 101.7006.46208 SC2 Aquatics - Youth Daily Use 101.7006.46208 SC4 Aquatics - Monthly Lap Fee 101.7006.46210 SC5 Aquatics - Swim Instruction Fee 101.7006.46209 SC6 Aquatics - Senior Daily Use 101.7006.46208 SC7 Aquatics - Swim Script Sales 101.7006.46210 SC8 Aquatics - Other Revenue 101.7006.46217 SC9 Aquatics - Warm Water Exercise 101.7006.46211 SCOS Aquatics - Register Over/Short 101.7006.46217 SCRAP Sale of Scrap Metal 101.5006.44301 SCREV Aquatics - Misc Revenue 101.7006.46217 SLO1 County of SLO - Property Tax - Current Secured 101.2003.41101 SLO10 County of SLO - State Aid - Public Safety Service 101.2003.41202 SLO11 County of SLO - Property Transfer Tax 101.2003.41106 SLO12 County of SLO - City Motor Vehicle Fines 101.2003.43101 SLO13 County of SLO - Red Light 101.2003.43101 SLO14 County of SLO - Health Safety Fines & Forfeitures 101.2003.43102 SLO15 County of SLO - Cities Fix-it 101.2003.43102 SLO16 County of SLO - Cities All Misdemeanors 101.2003.43102 SLO17 County of SLO - Child Restraint Fee 101.2003.43102 SLO18 County of SLO - Penalties/Delinquent Tax 101.2003.43201 SLO19 County of SLO - Interest Revenue 101.2003.44101 SLO2 County of SLO - Property Tax - Unitary 101.2003.41101 SLO20 County of SLO - State Aid-Homeowner Property Tax 101.2003.41108 SLO21 County of SLO - State Drug Lab 101.2003.43101 SLO22 County of SLO - Lab Fee 101.2003.43101 SLO23 County of SLO - Lab Offset 101.2003.43101 SLO24 County of SLO - Current Utility Tax 101.2003.41101 SLO25 County of SLO - Safety Inspection Fee 101.8503.46302 SLO26 County of SLO - SLO Solid Waste Delinquent SLO27 County of SLO - Nuisance Abatement 101.4006.43202 SLO28 County of SLO - COPS SLESF 101.8001.45203 SLO29 County of SLO - TDA Bikeways 204.5201.45208 SLO3 County of SLO - Property Tax - Supp Current Secured 101.2003.41101 SLO30 County of SLO - TDA Transit 621.5201.45208 SLO31 County of SLO - TDA Revenue 621.5201.45208 SLO32 County of SLO - TDA POP/Discretionary 621.5201.45208 SLO33 County of SLO - CDBG Receivable SLO34 County of SLO - CDBG Distribution 101.4003.46903 SLO35 County of SLO - Fire HazMat Fees 711.8508.47103 SLO36 County of SLO - CUPA Fees 101.8503.46304 SLO 37 County of SLO - SGR Revenues SLO38 County of SLO - STA Revenues SLO39 County of SLO - Supp Current Unsecured SLO4 County of SLO - Property Tax - Prior Secured 101.2003.41103 SLO40 County of SLO - LTF ART 8 SEC 99400 SLO41 County of SLO - Prop Tax-PY Supp Sec 101.2003.41101 SLO5 County of SLO - Property Tax - Current Unsecured 101.2003.41102 SLO6 County of SLO - Property Tax - Prior Unsecured 101.2003.41104 SLO7 County of SLO - Property Tax - Supp Prior Unsecured 101.2003.41104 SLO8 County of SLO - SB2557 Administrative Costs 101.2003.41106 SLO9 County of SLO - Proprety Tax in Lieu VLF 101.2003.41105 SLOCTMD County of San Luis Obispo Tourism Marketing District SURPLUS Sale of Surplus Property 101.2003.44301 SWRREV Sewer - Misc Revenue 602.6101.44310 TBID Tourism Business Improvement District 208.1006.47102 TOKEN Token Transit App Fare 621.5201.46601 TOKFEE Token Transit Fees TOT Transient Occupanct Tax 101.2003.41402 TRREV Transit - Misc Revenue 621.2003.44310 UUTAX Utility User's Tax 101.2001.41401 WCF Worker's Compensation Reimb - Fire WCP Worker's Compensation Reimb - Police WCPW Worker's Compensation Reimb - Public Works WCS Worker's Compensation Reimb - Sewer WCW Worker's Compensation Reimb - Water WEBCIT Parking - Web Citation 611.5102.43103 WRFISH Whale Rock Fishing Revenue 705.6201.46710 WRREV Whale Rock - Misc Revenue 705.6201.44310 WTRREV Water - Misc Revenue 601.6001.44310 ZONEA Parking - Street Zone A 611.5104.46402 ZONEB Parking - Street Zone B 611.5104.46402 ZONEC Parking - Street Zone C 611.5104.46402 ZONED Parking - Street Zone D 611.5104.46402 ZONEE Parking - Street Zone E 611.5104.46402 ZONEF Parking - Street Zone F 611.5104.46402 ZONEG Parking - Street Zone G 611.5104.46402 ZONEH Parking - Street Zone H 611.5104.46402 189 From:Cindy Sconce <CSconce@mgtconsulting.com> Sent:Monday, November 6, 2023 12:43 PM To:Ellsworth, Melissa; Bernstorff, Rebecca Subject:RE: [EXTERNAL]FW: PD - False Alarms Great, I’ll send an invite. From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Monday, November 6, 2023 12:38 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: [EXTERNAL]FW: PD - False Alarms Hi Cindy, I can do tomorrow, Tuesday 11/7, at 3pm. Thanks Melissa From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Sunday, November 5, 2023 5:29 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Ellsworth, Melissa <mellswor@slocity.org> Subject: RE: [EXTERNAL]FW: PD - False Alarms Thanks Rebecca. Melissa – Do you have any Ɵme available between 1-2 or 3-5 on Tuesday 11/7 or Wednesday 12-1 or 3-5? Cindy From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Friday, November 3, 2023 12:23 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Cc: Ellsworth, Melissa <mellswor@slocity.org> Subject: [EXTERNAL]FW: PD - False Alarms Hi Cindy, CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 190 Sorry this got missed – per our city attorney’s office analysis, we’d like to move forward with calculating these fees based on a cost recovery analysis. Please let me know if you need anything else for this. Thank you, 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: Bernstorff, Rebecca Sent: Wednesday, September 13, 2023 9:56 AM To: Ellsworth, Melissa <mellswor@slocity.org>; Symens, Sadie <SSymens@slocity.org> Subject: RE: PD - False Alarms Thank you both, really appreciate it! 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 191 . 192 193 194 From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Thursday, August 31, 2023 4:07 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: PD - False Alarms Hi Rebecca, I just wanted to follow up with you on PD’s False Alarm analysis. The reason why I’m a little confused on this is because the last Fee Study (2015/16 time frame) indicated the consultant didn’t change any of the excessive alarm fees because they were “punitive” in nature. 195 Thanks for your help, Melissa From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, August 30, 2023 4:34 PM To: Ellsworth, Melissa <mellswor@slocity.org> Cc: Rachel King <rking@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model Melissa I did find this in one of my other emails from Rebecca: In regard to the police fee schedule I think including it in the comparison survey would be really helpful. I can also include this caveat in my email to the Leadership Team. We can include it in the comparison survey and see what other agencies are charging for these. Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, August 30, 2023 3:06 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: FW: [EXTERNAL]RE: SLO UF: Police - revised model Hi Cindy, Just checking in to see if you were able to connect with Rebecca yet so we can figure out next steps on the Alarm and Tobacco fees. Thanks, Melissa CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 196 From: Ellsworth, Melissa Sent: Wednesday, August 23, 2023 3:24 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model Great, thank you From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, August 23, 2023 3:15 PM To: Ellsworth, Melissa <mellswor@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model You got it. Let me talk to her first and then circle back with you. I also am going to walk her through the Tobacco fee based on your other email. Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, August 23, 2023 3:14 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model Yes, please discuss with Rebecca and then let me know. I just want everyone to be on the same page. Thank you! From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, August 23, 2023 3:11 PM To: Ellsworth, Melissa <mellswor@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model I’m happy to jump on a meeƟng with them if you think that would be helpful. Let me know what you decide. I can also run this by Rebecca and see how she wants to approach this if you think that would be beƩer. Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, August 23, 2023 3:04 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF: Police - revised model Cindy – do you think it would be best if you were part of this meeting as well? Let me know. From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Tuesday, August 22, 2023 11:13 AM CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 197 To: Ellsworth, Melissa <mellswor@slocity.org> Subject: SLO UF: Police - revised model This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Melissa Here is the updated model with the 20% added to the alarm permit and false alarm costs. Let me know when you have spoken with the Chief and AƩorney and how you want to proceed with those fees. Thanks! 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. 212 From:Jamie Radcliff <jradcliff@mgtconsulting.com> Sent:Saturday, November 4, 2023 11:57 AM To:Corey, Tyler; Cohen, Rachel; Leveille, Brian Cc:Cindy Sconce Subject:Planning Fee Model Draft 2 Attachments:Planning_SLO UF Model v5 11.3.23.xlsm Follow Up Flag:Flag for follow up Flag Status:Flagged This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Tyler, Rachel, and Brian: AƩached is the updated model. You can see that the hourly rate has now increased to $220 an hour. I also updated the current fees for those we determined had been entered only parƟally. I will be happy to update volume if you are able to pull anything more specific. Just let me know! Please review and make notes with any revisions needed. Then, send back to me by COB on Thursday November 9 th. When you get a chance, please also respond with the best Ɵme to schedule the next review (Ɵmes were in the previous draŌ email). Thank you! 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. 213 From:Bernstorff, Rebecca Sent:Friday, November 3, 2023 2:02 PM To:Keller, Erin; Harnett, Natalie; Nunez, Jacob; Pringle, Brendan; Taylor, Brent Subject:RE: Fee Study: Evaluation Team Check-in Hi All, Apologies for pushing this out again, but I’d really appreciate your eyes on the second drafts of the user fee data that MGT is almost done compiling. We are still working through the details of first drafts; I put together a timeline for the next 6-8 months as we come to the light at the end of the tunnel. Thank you again for your support with this project, I know it’s been a lot of work! I am still working on the impact fee side with DTA (impact fee consultant) and making sure we are able to meet this same timeline, we may have to pull TIF and go separately for that. @Keller, Erin can you please reschedule this meeting for November 22 if possible? And maybe a second hold for the week before in case MGT can do a quicker turnaround? Thanks so much! 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 214 Stay connected with the City by signing up for e-notifications -----Original Appointment----- From: Keller, Erin <EKeller@slocity.org> Sent: Wednesday, October 11, 2023 12:31 PM To: Keller, Erin; Bernstorff, Rebecca; Harnett, Natalie; Nunez, Jacob; Pringle, Brendan; Taylor, Brent Subject: Fee Study: Evaluation Team Check-in When: Tuesday, November 7, 2023 3:00 PM-4:00 PM (UTC-08:00) Pacific Time (US & Canada). Where: Microsoft Teams Meeting Rescheduled to 11/7 *Postponed due to first-draft reviews. Per Rebecca: Reconnect with the evaluation team and discuss the fee study. Folder: Fee Study There are some first-draŌ models to review added to this folder. ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: Download Teams | Join on the web Learn More | Meeting options ________________________________________________________________________________ 215 From:Bernstorff, Rebecca Sent:Friday, November 3, 2023 1:09 PM To:Ellsworth, Melissa Subject:RE: PD - False Alarms Ha! I figured you would have sent that over… no worries! 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Friday, November 3, 2023 1:04 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: PD - False Alarms OMG Rebecca!!!! I totally forgot about this email, I should have conducted a search in Outlook because I also see that I emailed Sconce on 9/13 with Sadie’s response. So, she’s the one that missed our reply, it wasn’t us! From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Friday, November 3, 2023 12:21 PM To: Ellsworth, Melissa <mellswor@slocity.org> Subject: RE: PD - False Alarms Hi Melissa, The conversation continued from below (see attached) and you mentioned you were going to relay Sadie’s analysis to Cindy? I can handle that as it seems it may have fallen through the cracks. Thank you, Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager 216 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Thursday, November 2, 2023 11:16 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: PD - False Alarms Hi Rebecca, Cindy Sconce from MGT reached out to me about the status of the false alarm fees. I believe the email below was the last correspondence we had and you were reaching out to the attorney’s office for further clarification and guidance. Did you hear back? 217 From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Thursday, August 31, 2023 4:07 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: PD - False Alarms Hi Rebecca, I just wanted to follow up with you on PD’s False Alarm analysis. The reason why I’m a little confused on this is because the last Fee Study (2015/16 time frame) indicated the consultant didn’t change any of the excessive alarm fees because they were “punitive” in nature. 218 Thanks for your help, Melissa From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, August 30, 2023 4:34 PM To: Ellsworth, Melissa <mellswor@slocity.org> Cc: Rachel King <rking@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model Melissa I did find this in one of my other emails from Rebecca: In regard to the police fee schedule I think including it in the comparison survey would be really helpful. I can also include this caveat in my email to the Leadership Team. We can include it in the comparison survey and see what other agencies are charging for these. Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, August 30, 2023 3:06 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: FW: [EXTERNAL]RE: SLO UF: Police - revised model Hi Cindy, Just checking in to see if you were able to connect with Rebecca yet so we can figure out next steps on the Alarm and Tobacco fees. Thanks, Melissa CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 219 From: Ellsworth, Melissa Sent: Wednesday, August 23, 2023 3:24 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model Great, thank you From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, August 23, 2023 3:15 PM To: Ellsworth, Melissa <mellswor@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model You got it. Let me talk to her first and then circle back with you. I also am going to walk her through the Tobacco fee based on your other email. Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, August 23, 2023 3:14 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model Yes, please discuss with Rebecca and then let me know. I just want everyone to be on the same page. Thank you! From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, August 23, 2023 3:11 PM To: Ellsworth, Melissa <mellswor@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF: Police - revised model I’m happy to jump on a meeƟng with them if you think that would be helpful. It really is about how they view these fees and them agreeing that as a penalty they can change it to what is reasonable as a deterrent. Let me know what you decide. I can also run this by Rebecca and see how she wants to approach this if you think that would be beƩer. Cindy From: Ellsworth, Melissa <mellswor@slocity.org> Sent: Wednesday, August 23, 2023 3:04 PM To: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF: Police - revised model Cindy – do you think it would be best if you were part of this meeting as well? Let me know. From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Tuesday, August 22, 2023 11:13 AM CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 220 To: Ellsworth, Melissa <mellswor@slocity.org> Subject: SLO UF: Police - revised model This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Melissa Here is the updated model with the 20% added to the alarm permit and false alarm costs. Let me know when you have spoken with the Chief and AƩorney and how you want to proceed with those fees. Thanks! 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. 234 From:Jamie Radcliff <jradcliff@mgtconsulting.com> Sent:Friday, November 3, 2023 10:28 AM To:Cohen, Rachel; Leveille, Brian; Corey, Tyler Cc:Rachel King; Fuchs, Alex; Cindy Sconce Subject:Draft 1 Model Review- Planning Attachments:Planning_SLO UF Model v5 11.3.23.xlsm This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Good Morning and Happy Friday: We are looking forward to meeƟng with you this aŌernoon to review the model. To be consistent across all the departments, each department has their own calculated hourly rate. Planning hourly rate came to $198/hour. One of the things we need to discuss this aŌernoon is Ɵme esƟmates. The Ɵme esƟmates you provided, as well as the cross- support Ɵmes provided, are very different from the Ɵme esƟmates provided in the 2017 cost study. The results are a bit scaƩered because of this. Please review the Ɵme tab to compare the current hours to the hours reported in 2017 (MGT Comments Column provides 2017 study results). Following the meeƟng today we need all model revisions back by COB next Thursday, November 9, 2023. Let’s schedule a short discussion for any further minor changes to the DraŌ 2 Model. Please review the available Ɵmes below and let us know what works best for you. Wednesday, November 15th 9:00 am – 10:00 am 10:00 am – 11:00 am 11:00 am – 12:00 pm 1:00 pm – 2:00 pm Thursday, November 16th 9:00 am – 10:00 am 10:00 am – 11:00 am Friday, November 17th 10:00 am – 11:00 am 1:00 pm – 2:00 pm 2:00 pm – 3:00 pm Talk with you all soon. Thanks! Jamie Radcliff Manager Performance SoluƟons Group 432-208-8194 jradcliff@mgtconsulƟng.com 235 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. 236 From:Domini, Nickole Sent:Thursday, November 2, 2023 5:45 PM To:Harnett, Natalie Subject:RE: Recap: Financial Plan Steering Committee Thanks, Natalie! Nickole Domini pronouns she/her/hers Positivity * Developer * Empathy * Arranger * Individualization Human Resources Director Human Resources 990 Palm Street, San Luis Obispo, CA 93401-3249 E ndomini@slocity.org T 805.781.7251 C 805.431.4471 slocity.org Stay connected with the City by signing up for e-notifications From: Harnett, Natalie <nharnett@slocity.org> Sent: Thursday, November 2, 2023 11:20 AM To: Johnson, Derek <djohnson@slocity.org>; Tuggle, Todd <ttuggle@slocity.org>; Horn, Matt <mhorn@slocity.org>; Domini, Nickole <ndomini@slocity.org>; Hermann, Greg <GHermann@slocity.org>; Veloz-Passalacqua, Nestor <NVeloz@slocity.org>; Jackson, Emily <ejackson@slocity.org> Cc: Malicoat, Debbie <dmalicoa@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Cleary, Greg <gcleary@slocity.org>; McDonald, Whitney <WMcDonal@slocity.org> Subject: Recap: Financial Plan Steering Committee Hello, The notes have been posted in the FPSC notebook at the bottom of the 10/30 agenda and here is a summary of what we discussed: Item 2: Finalize FPSC Charter Added to roles and responsibilities the expanded scope for monitoring performance of revenues and expenditures Added a tentative role for the FPSC in the development and review of CIP. This will be built out after a CIP manager is hired. Instead of trying to get everyone to sign via PDF, I will bring a copy to our 1/10 meeting Item 3: Q1 Review Discussion on how staffing is budgeted Review sales tax revenue over a longer period of time or provide contextual info when we create Q1 report. Item 4: Mid-Year 237 1. Be clear with departments that only one-time, emergency SOBCs only after all other areas are exhausted will be considered 2. Forecast: increased known tax revenues & UFL (for mid-year version, check with updated CalPERs forecast) 3. Allocate budget accordingly for split of Mobility Services Division 4. Replenish V&C $200k (possible legal costs to be funded from there). We should look into providing a legal cost budget in the insurance fund with the 24-25 Supplement 5. Use of any one-time balance: In January decide to move $ to IIF to replenish for 1166 or keep operating reserve at 20% for now. We could also consider increasing the minimum level or establishing a secondary reserve in the future with the one-time balance. 6. Be clear on 2/6 that the fee study results are coming (2/20, 3/19, 4/20) 7. Nickole to re-check POA survey for future years Next Meeting: 1/11/24 -----Original Appointment----- From: Johnson, Derek <djohnson@slocity.org> Sent: Friday, June 30, 2023 3:59 PM To: Johnson, Derek; Tuggle, Todd; Horn, Matt; Domini, Nickole; Hermann, Greg; Veloz-Passalacqua, Nestor; Jackson, Emily; Harnett, Natalie Cc: Malicoat, Debbie; Bernstorff, Rebecca; Cleary, Greg; McDonald, Whitney Subject: Financial Plan Steering Committee When: Monday, October 30, 2023 9:30 AM-10:50 AM (UTC-08:00) Pacific Time (US & Canada). Where: Council Hearing 10/30/2023 (Web view) 244 From:Vert, Nicole Sent:Wednesday, November 1, 2023 3:29 PM To:Taylor, Brent; Bernstorff, Rebecca; Ellsworth, Melissa Subject:RE: San Luis Obispo Progress Call Agenda for 10.31.23 Hi, I don’t have the desire, but reading the memo they sent I understood it as they were requesting the data so they could do it. I won’t worry about it since LOS is the beneficial method. Thank you, Nicole Vert pronouns she/her/hers Business Analyst Fire Department 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E nvert@slocity.org T 805.781.7184 slocity.org Stay connected with the City by signing up for e-notifications From: Taylor, Brent <btaylor@slocity.org> Sent: Tuesday, October 31, 2023 4:56 PM To: Vert, Nicole <nvert@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Ellsworth, Melissa <mellswor@slocity.org> Subject: RE: San Luis Obispo Progress Call Agenda for 10.31.23 Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org 245 T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Vert, Nicole <nvert@slocity.org> Sent: Tuesday, October 31, 2023 3:15 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Ellsworth, Melissa <mellswor@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: RE: San Luis Obispo Progress Call Agenda for 10.31.23 Hello, How detailed does the Needs List for the plan based study need to be? For example is stating station remodel enough or do the details of the remodel need to be included? Thank you, Nicole Vert pronouns she/her/hers Business Analyst Fire Department 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E nvert@slocity.org T 805.781.7184 slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 31, 2023 1:27 PM To: Vert, Nicole <nvert@slocity.org>; Ellsworth, Melissa <mellswor@slocity.org>; Whittington, Shane <swhittin@slocity.org>; Aiello, Antonio <AAiello@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: FW: San Luis Obispo Progress Call Agenda for 10.31.23 Hi Subject Matter Experts, We had a check-in call with DTA today and they provided the plan based model information for comparison to the service based approach that we will be going with. I’m hoping this answers most of the questions that you’ve had over the last couple weeks. DTA will be providing us a memo with their draft of fees next week and I’ll share a timeline for the next 6-8 months soon. Hope this helps, I’m out at a conference this week but if you need anything please reach out to Brent. Thanks! Rebecca 246 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: Richard Ruiz <richard@financedta.com> Sent: Monday, October 30, 2023 4:48 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Leni Zarate <Leni@financedta.com> Subject: San Luis Obispo Progress Call Agenda for 10.31.23 This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Rebecca We hope that you and your staff are all having a good week. We have attached the following for tomorrow's call. 1 The Agenda 2 An excel spreadsheet that calculates a Water Sewer Fee schedule using three methodologies 3 The Police fee calculation, using the 2018 methodology so that the City can make a comparison to the 2023 fee. We look forward to talking with you and your staff Regards Richard Ruiz Jr Manager 247 P: 800-969-4DTA x 213 18201 Von Karman # 220 Irvine, CA 92612 richard@financedta.com Did we meet your expectations? Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world. To find out more, visit our website. 251 From:Bernstorff, Rebecca Sent:Monday, October 30, 2023 2:43 PM To:Ruben Rivas; Maggio, Rodger; Vert, Nicole; Tuggle, Todd Subject:RE: [EXTERNAL]RE: Revised 1st Draft Attachments:RE: Construction square footage, fire Hi Rodger, Hope you had a great weekend! Just wanted to make sure this information that Neema provided last week got you what you needed to respond to Ruben. 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: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Tuesday, October 24, 2023 4:30 PM To: Maggio, Rodger <rmaggio@slocity.org>; Vert, Nicole <nvert@slocity.org>; Tuggle, Todd <ttuggle@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Re: [EXTERNAL]RE: Revised 1st Draft Thanks, Rodger. Appreciate the update. @Bernstorff, Rebecca can you follow up with IT to see how much longer it will take to get that data? Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 252 Email: rrivas@mgtconsulting.com From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 23, 2023 4:42 PM To: Ruben Rivas <RRivas@mgtconsulting.com>; Vert, Nicole <nvert@slocity.org>; Tuggle, Todd <ttuggle@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: [EXTERNAL]RE: Revised 1st Draft I am still waiting on data from IT. From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Monday, October 23, 2023 4:30 PM To: Maggio, Rodger <rmaggio@slocity.org>; Vert, Nicole <nvert@slocity.org>; Tuggle, Todd <ttuggle@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Re: Revised 1st Draft This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Good afternoon, all, any updates on 1st draft edits? They were due back 10/20. Just a friendly reminder. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Wednesday, October 11, 2023 4:00 PM To: Maggio, Rodger <rmaggio@slocity.org>; Vert, Nicole <nvert@slocity.org>; Tuggle, Todd <ttuggle@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Revised 1st Draft Rodger, CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 253 Attached is the updated first draft. I update the hourly rate based on our conversation from yesterday. I'd like to get back edits by next Friday 10/20, if possible. We're getting a big push to wrap up this study sooner rather than later. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com 1 From:Kazemi, Neema Sent:Wednesday, October 25, 2023 9:40 AM To:Bernstorff, Rebecca; Maggio, Rodger Subject:RE: Construction square footage, fire Attachments:AllFireFeesSqFootage.xlsx Hi Rodger & Rebecca, Attached is a data set of all permits with fire fees associated and their square footage used to fire those fees. I’m still trying to narrow down to a dataset that is only permits that had a fire review, I know it is possible just not as simple as I hoped. Let me know what if this works! Best, Neema Kazemi System Application Specialist - Energov Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 24, 2023 5:03 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. Thanks, Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 2 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. Best, Neema Kazemi System Application Specialist - Energov Information Technology 919 Palm, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org 3 Stay connected with the City by signing up for e-notifications From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? Rodger Rodger Maggio Fire Marshal Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org Stay connected with the City by signing up for e-notifications 254 From:Bernstorff, Rebecca Sent:Monday, October 30, 2023 1:12 PM To:Aiello, Antonio Subject:FW: User Fee Hourly Rate Methodology Attachments:User Fee Methodology.docx Per your teams message. 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, September 12, 2023 4:34 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: User Fee Hourly Rate Methodology This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Here is our general methodology for developing the hours rates. I hope this is helpful. It is basically the same approach as what NBS took which is a best pracƟce approach. I think the difference is how they presented their breakdown. Plus, it looks like Planning did do one hourly rate rather than per posi Ɵon for the last study. We can absolutely do that for them. Please let me know if there are sƟll 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. Methodology A cost-of-service (user fee) study is comprised of two basic elements: ♦ Hourly rates of staff providing the service. ♦ Time spent to provide the service. The product of the hourly rate calculation times the time spent yields the cost of providing the service. HOURLY RATES The hourly rate methodology used in this study builds indirect costs into city staff hourly salary and benefit rates to arrive at fully burdened hourly rates. Fully burdened hourly rates are a mechanism used to calculate the total cost of providing services. Total cost is generally recognized as the sum of the direct cost together with a proportionate share of allowable indirect costs. The proper identification of all costs (including labor, operating expense, department administration and citywide support) as “direct” or “indirect” is crucial to the determination of the total cost of providing services. Direct costs are typically defined as those that can be identified specifically to a particular function or activity, including the labor of persons working directly on the specific service for which the fee is charged, and possibly materials or supplies those people use for the task. Indirect costs are those that support more than one program area and are not easily identifiable to specific activities. Examples of indirect costs are: 1) departmental administrative and support staff, 2) training and education time, 3) public counter and telephone time, 4) some service and supply costs, and 5) citywide overhead costs from outside of the department as identified in the City’s cost allocation plan. MGT’s hourly rate calculation methodology includes the following: Personnel Services Analysis – each staff classification within the department or division is analyzed in the study. The first burden factor is comprised of compensated absences such as vacation/holidays/sick leave days taken in a year’s time. Staff classifications are then categorized as either direct (operational) or indirect (administrative or supervisory) labor. In some cases, a classification will have both direct and indirect duties. The total indirect portion of staff cost is incorporated into hourly overhead rates. Indirect Cost Rate – a ratio of indirect cost to direct labor (salaries plus benefits) is established. There are three elements of indirect cost incorporated, including: ♦ Indirect Labor – includes total compensation, administrative and supervisory staff costs. ♦ Other Operating Expenses – most services and supplies are included as a second layer of indirect cost and are prorated across all fees and services. There are some service and supply expenses classified as “allowable direct. Some examples of these are professional services expenses, or sports supplies. These allowable direct expenses would be directly associated with specific fees or programs, as opposed to being allocated across all activities through the indirect overhead. ♦ External Indirect Allocations – this represents the prorated portion of citywide overhead (from the City’s cost allocation plan) which is attributable to the service for which the fee is charged. Fully Burdened Hourly Rates – incorporates all the elements that comprise the hourly rates used in this cost analysis. ♦ Each direct or operational staff classification is listed, together with the average annual salary and benefits. ♦ The hourly salary and benefit rate is calculated by taking the annual salary and benefits of an employee and dividing by 2,080 available productive hours in a year. ♦ The overhead rate is derived by multiplying the internal and external indirect cost rates against the salary and benefit rate. The total combines the salary, benefits and overhead rates. This is the fully burdened rate for each staff classification. MGT prepared indirect overhead rates and corresponding hourly rate calculations using FY 2024 budgeted expenditures. In the case of Building, one hourly rate was developed using the total salary and benefits and total indirect expenditures and dividing those costs by the number of direct hours available for staff. TIME SPENT Once fully burdened hourly rates were developed for city staff, the next step in the process was to identify staff time spent directly on each of the user fee activities. Each staff person involved in the user fee services identified time spent to complete each task associated with all user fee services. Annual volume statistics were based on FY 2022/2023. FEE CALCULATIONS AND REVENUE PROJECTIONS Given this information, MGT will be able to calculate the cost of providing each service, both on a per- unit and total annual basis (per-unit cost multiplied by annual volume equals total annual cost). As mentioned above, costs were calculated by multiplying per-unit time estimates by the hourly labor rates; additional operating expenses directly associated with certain services were also added in. Finally, if other departments or divisions provided support into certain user fee activities, this time will be accounted for and added into the analysis as a crossover support activity. Full costs are then compared to current fees/revenues collected, and subsidies (or over-recoveries) are identified. 255 From:Keller, Erin Sent:Friday, October 27, 2023 7:57 AM To:Corey, Tyler Cc:Bernstorff, Rebecca Subject:FW: FEE CLEAN_UP (General Impact Revenue Account) Attachments:RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) ; RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Hi Tyler, 1) Welcome back from your trip! 2) This fee clean-up effort requires your input/ expertise, according to Rachel. I need the project information for the following projects: Are they still active? What was your understanding of the preparation for these projects? Airport Area Plan Preparation Orcutt Area Plan Preparation ???? I've attached the email strings sent back and forth about this fee clean-up effort if you want to know how this all started. Feel free to let me know if you have any questions. EK 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 Sent: Tuesday, October 24, 2023 12:00 PM To: Cohen, Rachel <rcohen@slocity.org>; Leveille, Brian <bleveill@slocity.org> Cc: Taylor, Brent <BTaylor@slocity.org> Subject: FEE CLEAN_UP (General Impact Revenue Account) Hello, RE: FEE CLEAN_UP (General Impact Revenue Account) 256 I need to determine where these fees should go and what Revenue account. I am not sure who to ask in Planning, so I will start with the two of you since Tyler is out of the office. Attachment: Backup outlook email 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 1 From:Malicoat, Debbie Sent:Tuesday, October 24, 2023 10:52 AM To:Keller, Erin; Bell, Kyle; Taylor, Brent; Nunez, Jacob; Goode, Owen; Kawaguchi, Traci Cc:Bernstorff, Rebecca; McClish, Teresa Subject:RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Erin, In order for that meeting to be most productive, it would be great if you could get clarity on these things: Thanks, Debbie From: Keller, Erin <EKeller@slocity.org> Sent: Tuesday, October 24, 2023 9:24 AM To: Malicoat, Debbie <dmalicoa@slocity.org>; Bell, Kyle <KBell@slocity.org>; Taylor, Brent <btaylor@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Goode, Owen <ogoode@slocity.org>; Kawaguchi, Traci <tkawaguc@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; McClish, Teresa <tmcclish@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Morning, We have made a lot of progress thus far, but I want to make sure that Kyle / Owen / Teresa, and I figure out with you, Debbie, and Jacob the best way to handle: Code Description Current GL String Revision Needed CD10 CDD - Airport Area Plan Prep 503.4003.47201 CDD to Determine, Should not go to Fund 503 or account 47201, not an impact fee. CD17 CDD - Transportation Impact Fee - Airport 507.9103.47201 503.9103.47201. Should not go to Fund 507, change fund to 503 which is for TIF Airport Area. CD20 CDD - Inclusionary Housing Fee 505.4008.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD21 CDD - In-Lieu Fee - Public Art 207.7001.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD39 CDD - Administrative Impact Fee 101.2001.47201 Unclear on this impact fee. Not sure what it is associated with. CD40 CDD - Orcutt Area Plan Prep 101.4003.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD44 CDD - San Luis Ranch Parkland In-Lieu 501.9105.47201 Should not go to Account #47201, not an impact fee I am going to set up a teams meeting if there are no objections to discuss and take the necessary steps to move forward with the updates on the fees above. Notes: Brent and Debbie worked out the impact fee portion of this task. (47201) Respectfully, Erin Keller pronouns she/her/hers Senior Business Analyst 2 Community Development E EKeller@slocity.org T 805.781.7296 slocity.org Stay connected with the City by signing up for e-notifications From: Malicoat, Debbie <dmalicoa@slocity.org> Sent: Monday, October 23, 2023 2:34 PM To: Bell, Kyle <KBell@slocity.org>; Taylor, Brent <btaylor@slocity.org>; Keller, Erin <EKeller@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Goode, Owen <ogoode@slocity.org>; Kawaguchi, Traci <tkawaguc@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; McClish, Teresa <tmcclish@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Sorry, Kyle, but we use 46901 for other Miscellaneous Service Charges throughout the City, so we will need a new account number for the Inclusionary Housing In-Lieu Fees. From: Bell, Kyle <KBell@slocity.org> Sent: Monday, October 23, 2023 1:29 PM To: Taylor, Brent <btaylor@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org>; Keller, Erin <EKeller@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Goode, Owen <ogoode@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; McClish, Teresa <tmcclish@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Hey Brent, For CD20 the GL String should be 505.4008.46901, and the 46901 would be renamed from Miscellaneous Service Charge to Inclusionary Housing Fees (as Debbie described). . Kyle Bell CDD Housing Coordinator E kbell@slocity.org T 805.781.7524 From: Taylor, Brent <btaylor@slocity.org> Sent: Friday, October 20, 2023 7:48 AM To: Malicoat, Debbie <dmalicoa@slocity.org>; Keller, Erin <EKeller@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Bell, Kyle <KBell@slocity.org>; Goode, Owen <ogoode@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Thanks Debbie for the additional insight. I think your comments make sense. Here are the ones that still need to be further reviewed to determine any revision. 3 Code Description Current GL String Revision Needed CD10 CDD - Airport Area Plan Prep 503.4003.47201 CDD to Determine, Should not go to Fund 503 or account 47201, not an impact fee. CD17 CDD - Transportation Impact Fee - Airport 507.9103.47201 503.9103.47201. Should not go to Fund 507, change fund to 503 which is for TIF Airport Area. CD20 CDD - Inclusionary Housing Fee 505.4008.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD21 CDD - In-Lieu Fee - Public Art 207.7001.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD39 CDD - Administrative Impact Fee 101.2001.47201 Unclear on this impact fee. Not sure what it is associated with. CD40 CDD - Orcutt Area Plan Prep 101.4003.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD44 CDD - San Luis Ranch Parkland In-Lieu 501.9105.47201 Should not go to Account #47201, not an impact fee 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: Malicoat, Debbie <dmalicoa@slocity.org> Sent: Thursday, October 19, 2023 4:55 PM To: Taylor, Brent <btaylor@slocity.org>; Keller, Erin <EKeller@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Bell, Kyle <KBell@slocity.org>; Goode, Owen <ogoode@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) A few thoughts and a little context for consideration: CD16 – TIF – Margarita – This is a Transportation Impact Fee, we no longer segregate out the Margarita specific area in the fee program, but we want visibility on any revenues generated from that area, so if we charge this fee, it needs to post to 507.9102.47201 CD19, CD26, CD27, CD28, CD29 – Wastewater Development Impact Fee – another case that we no longer segregate out these specific geographic areas in the fee program and is unlikely that we’re charging these fees, but if we do, they need to post to Fund 506. CD21 – current GL string is correct CD35 & CD36 – the fees are generated from Citywide development, cost center 9101 is most accurate. The 9201 and 9202 cost centers were used when both of these fees were utilizing the same Fund, but we have now created separate Funds for each. CD41 & CD42 – the Fund indicates that these are fees collected in the Orcutt Area, but the Cost Center identifies if they are improvement or acquisition fees. Current GL strings are correct. From: Taylor, Brent <btaylor@slocity.org> Sent: Thursday, October 19, 2023 4:31 PM To: Keller, Erin <EKeller@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org>; Bell, Kyle <KBell@slocity.org>; Goode, Owen <ogoode@slocity.org> 4 Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Hi Erin – I sorted the list and identified the fees with a “CD Teller Code” and which ones may need revision in regards to impact fee account 47201. I tried to be as descriptive as I could in my notes to indicate what I think needs to be revised. Let me know if you have questions and what the next steps would be to get this revised as appropriate. Would appreciate a 2 nd review on what I think the correct GL string should be prior to any changes being made. 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: Keller, Erin <EKeller@slocity.org> Sent: Thursday, October 19, 2023 10:18 AM To: Nunez, Jacob <jnunez@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org>; Bell, Kyle <KBell@slocity.org>; Goode, Owen <ogoode@slocity.org>; Taylor, Brent <btaylor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Hello team, After speaking with finance (Jacob and Debbie) it was determined that there is a need to separate non-impact fees (Jacob highlighted some below) from Brent’s “True” impact fees in account 47201. Moving forward, all “non-impact” fees will be moved to 46901 (Miscellaneous Service Charge) to easily identify impact fees vs non-impact fees. (505.4008.46901) This will 1. Make it easier for Brent to report on impact fees 2. Make it easier for Kyle and Owen to report on CDD Inclusionary Housing Fee Collection AKA. Need to confirm this fee covers both a. The ‘Commercial Linkage Fee’ b. The affordable housing In-Lieu Fee Next Steps: Brent, can you please review the fees within 47201 and let us know which fees should stay in this account? o All the other fees will be moved to 46901. Revenue Chart of Accounts – AKA Teller Mapping 5 Please let me know if you have any questions and thank you, everyone, for your time and effort on this cleanup. EK 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 1 From:Taylor, Brent Sent:Wednesday, October 25, 2023 9:08 AM To:Malicoat, Debbie; Keller, Erin; Bell, Kyle; Nunez, Jacob; Goode, Owen; Kawaguchi, Traci Cc:Bernstorff, Rebecca; McClish, Teresa Subject:RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Attachments:Capital Facilities Development Impact Fee Nexus Study 4.16.2018.pdf Hi Debbie – I can answer #2 below and a thought on #3 and what that could be. Currently there are no Area Specific Impact Fees for the Airport Area. Any Airport Area Specific Fees are now discontinued and would have been prior to 2018 fee schedules. If Airport Area TIF fees are collected in future, they should go to Fund 503.9103.47201. The only Area Specific Impact Fees currently in effect are for TIF SLR Subarea, TIF OASP, TIF LOVR Subarea, Parkland OASP . 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: Malicoat, Debbie <dmalicoa@slocity.org> Sent: Tuesday, October 24, 2023 10:52 AM To: Keller, Erin <EKeller@slocity.org>; Bell, Kyle <KBell@slocity.org>; Taylor, Brent <btaylor@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Goode, Owen <ogoode@slocity.org>; Kawaguchi, Traci <tkawaguc@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; McClish, Teresa <tmcclish@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Erin, In order for that meeting to be most productive, it would be great if you could get clarity on these things: 2 Thanks, Debbie From: Keller, Erin <EKeller@slocity.org> Sent: Tuesday, October 24, 2023 9:24 AM To: Malicoat, Debbie <dmalicoa@slocity.org>; Bell, Kyle <KBell@slocity.org>; Taylor, Brent <btaylor@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Goode, Owen <ogoode@slocity.org>; Kawaguchi, Traci <tkawaguc@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; McClish, Teresa <tmcclish@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Morning, We have made a lot of progress thus far, but I want to make sure that Kyle / Owen / Teresa, and I figure out with you, Debbie, and Jacob the best way to handle: Code Description Current GL String Revision Needed CD10 CDD - Airport Area Plan Prep 503.4003.47201 CDD to Determine, Should not go to Fund 503 or account 47201, not an impact fee. CD17 CDD - Transportation Impact Fee - Airport 507.9103.47201 503.9103.47201. Should not go to Fund 507, change fund to 503 which is for TIF Airport Area. CD20 CDD - Inclusionary Housing Fee 505.4008.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD21 CDD - In-Lieu Fee - Public Art 207.7001.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD39 CDD - Administrative Impact Fee 101.2001.47201 Unclear on this impact fee. Not sure what it is associated with. CD40 CDD - Orcutt Area Plan Prep 101.4003.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD44 CDD - San Luis Ranch Parkland In-Lieu 501.9105.47201 Should not go to Account #47201, not an impact fee I am going to set up a teams meeting if there are no objections to discuss and take the necessary steps to move forward with the updates on the fees above. Notes: Brent and Debbie worked out the impact fee portion of this task. (47201) 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: Malicoat, Debbie <dmalicoa@slocity.org> Sent: Monday, October 23, 2023 2:34 PM To: Bell, Kyle <KBell@slocity.org>; Taylor, Brent <btaylor@slocity.org>; Keller, Erin <EKeller@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Goode, Owen <ogoode@slocity.org>; Kawaguchi, Traci <tkawaguc@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; McClish, Teresa <tmcclish@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) 3 Sorry, Kyle, but we use 46901 for other Miscellaneous Service Charges throughout the City, so we will need a new account number for the Inclusionary Housing In-Lieu Fees. From: Bell, Kyle <KBell@slocity.org> Sent: Monday, October 23, 2023 1:29 PM To: Taylor, Brent <btaylor@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org>; Keller, Erin <EKeller@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Goode, Owen <ogoode@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; McClish, Teresa <tmcclish@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Hey Brent, For CD20 the GL String should be 505.4008.46901, and the 46901 would be renamed from Miscellaneous Service Charge to Inclusionary Housing Fees (as Debbie described). . Kyle Bell CDD Housing Coordinator E kbell@slocity.org T 805.781.7524 From: Taylor, Brent <btaylor@slocity.org> Sent: Friday, October 20, 2023 7:48 AM To: Malicoat, Debbie <dmalicoa@slocity.org>; Keller, Erin <EKeller@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Bell, Kyle <KBell@slocity.org>; Goode, Owen <ogoode@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Thanks Debbie for the additional insight. I think your comments make sense. Here are the ones that still need to be further reviewed to determine any revision. Code Description Current GL String Revision Needed CD10 CDD - Airport Area Plan Prep 503.4003.47201 CDD to Determine, Should not go to Fund 503 or account 47201, not an impact fee. CD17 CDD - Transportation Impact Fee - Airport 507.9103.47201 503.9103.47201. Should not go to Fund 507, change fund to 503 which is for TIF Airport Area. CD20 CDD - Inclusionary Housing Fee 505.4008.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD21 CDD - In-Lieu Fee - Public Art 207.7001.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD39 CDD - Administrative Impact Fee 101.2001.47201 Unclear on this impact fee. Not sure what it is associated with. CD40 CDD - Orcutt Area Plan Prep 101.4003.47201 CDD to determine. Not an impact Fee. Should not go to 47201. CD44 CDD - San Luis Ranch Parkland In-Lieu 501.9105.47201 Should not go to Account #47201, not an impact fee Brent Taylor pronouns he/him/his Financial Analyst Community Services Group 4 E btaylor@slocity.org T 805.781.7091 slocity.org Stay connected with the City by signing up for e-notifications From: Malicoat, Debbie <dmalicoa@slocity.org> Sent: Thursday, October 19, 2023 4:55 PM To: Taylor, Brent <btaylor@slocity.org>; Keller, Erin <EKeller@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Bell, Kyle <KBell@slocity.org>; Goode, Owen <ogoode@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) A few thoughts and a little context for consideration: CD16 – TIF – Margarita – This is a Transportation Impact Fee, we no longer segregate out the Margarita specific area in the fee program, but we want visibility on any revenues generated from that area, so if we charge this fee, it needs to post to 507.9102.47201 CD19, CD26, CD27, CD28, CD29 – Wastewater Development Impact Fee – another case that we no longer segregate out these specific geographic areas in the fee program and is unlikely that we’re charging these fees, but if we do, they need to post to Fund 506. CD21 – current GL string is correct CD35 & CD36 – the fees are generated from Citywide development, cost center 9101 is most accurate. The 9201 and 9202 cost centers were used when both of these fees were utilizing the same Fund, but we have now created separate Funds for each. CD41 & CD42 – the Fund indicates that these are fees collected in the Orcutt Area, but the Cost Center identifies if they are improvement or acquisition fees. Current GL strings are correct. From: Taylor, Brent <btaylor@slocity.org> Sent: Thursday, October 19, 2023 4:31 PM To: Keller, Erin <EKeller@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org>; Bell, Kyle <KBell@slocity.org>; Goode, Owen <ogoode@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Hi Erin – I sorted the list and identified the fees with a “CD Teller Code” and which ones may need revision in regards to impact fee account 47201. I tried to be as descriptive as I could in my notes to indicate what I think needs to be revised. Let me know if you have questions and what the next steps would be to get this revised as appropriate. Would appreciate a 2 nd review on what I think the correct GL string should be prior to any changes being made. Brent Taylor pronouns he/him/his Financial Analyst Community Services Group E btaylor@slocity.org T 805.781.7091 slocity.org 5 Stay connected with the City by signing up for e-notifications From: Keller, Erin <EKeller@slocity.org> Sent: Thursday, October 19, 2023 10:18 AM To: Nunez, Jacob <jnunez@slocity.org>; Malicoat, Debbie <dmalicoa@slocity.org>; Bell, Kyle <KBell@slocity.org>; Goode, Owen <ogoode@slocity.org>; Taylor, Brent <btaylor@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Hello team, After speaking with finance (Jacob and Debbie) it was determined that there is a need to separate non-impact fees (Jacob highlighted some below) from Brent’s “True” impact fees in account 47201. Moving forward, all “non-impact” fees will be moved to 46901 (Miscellaneous Service Charge) to easily identify impact fees vs non-impact fees. (505.4008.46901) This will 1. Make it easier for Brent to report on impact fees 2. Make it easier for Kyle and Owen to report on CDD Inclusionary Housing Fee Collection AKA. Need to confirm this fee covers both a. The ‘Commercial Linkage Fee’ b. The affordable housing In-Lieu Fee Next Steps: Brent, can you please review the fees within 47201 and let us know which fees should stay in this account? o All the other fees will be moved to 46901. Revenue Chart of Accounts – AKA Teller Mapping 6 Please let me know if you have any questions and thank you, everyone, for your time and effort on this cleanup. EK 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 263 From:Malicoat, Debbie Sent:Wednesday, October 25, 2023 11:31 AM To:Taylor, Brent Subject:RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) ok From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, October 25, 2023 9:49 AM To: Malicoat, Debbie <dmalicoa@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) 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: Malicoat, Debbie <dmalicoa@slocity.org> Sent: Wednesday, October 25, 2023 9:41 AM To: Taylor, Brent <btaylor@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) From: Taylor, Brent <btaylor@slocity.org> Sent: Wednesday, October 25, 2023 9:08 AM To: Malicoat, Debbie <dmalicoa@slocity.org>; Keller, Erin <EKeller@slocity.org>; Bell, Kyle <KBell@slocity.org>; Nunez, Jacob <jnunez@slocity.org>; Goode, Owen <ogoode@slocity.org>; Kawaguchi, Traci <tkawaguc@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org>; McClish, Teresa <tmcclish@slocity.org> Subject: RE: FY24 Non-Impact Fee Separation from 47201 (General Impact Fee) Hi Debbie – I can answer #2 below and a thought on #3 and what that could be. 270 From:Kazemi, Neema Sent:Wednesday, October 25, 2023 9:40 AM To:Bernstorff, Rebecca; Maggio, Rodger Subject:RE: Construction square footage, fire Attachments:AllFireFeesSqFootage.xlsx Hi Rodger & Rebecca, Attached is a data set of all permits with fire fees associated and their square footage used to fire those fees. I’m still trying to narrow down to a dataset that is only permits that had a fire review, I know it is possible just not as simple as I hoped. Let me know what if this works! Best, Neema Kazemi System Application Specialist - Energov Information Technology 990 Palm Street, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Tuesday, October 24, 2023 5:03 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. Thanks, Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org T 805.781.7203 271 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications From: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. 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: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. Best, Neema Kazemi System Application Specialist - Energov Information Technology 919 Palm, San Luis Obispo, CA 93401-3218 E nkazemi@slocity.org slocity.org 272 Stay connected with the City by signing up for e-notifications From: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? Rodger Rodger Maggio Fire Marshal Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org Stay connected with the City by signing up for e-notifications 279 From:Bernstorff, Rebecca Sent:Tuesday, October 24, 2023 5:03 PM To:Kazemi, Neema; Maggio, Rodger Subject:RE: Construction square footage, fire Hi Neema, Following up on this for Rodger. 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: Bernstorff, Rebecca Sent: Tuesday, October 17, 2023 1:31 PM To: Kazemi, Neema <nkazemi@slocity.org>; Maggio, Rodger <rmaggio@slocity.org> Subject: RE: Construction square footage, fire Thanks Neema! Sharing B&S’ info in case Rodger can glean anything from that for Fire while you work on the report. 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 280 Stay connected with the City by signing up for e-notifications From: Kazemi, Neema <nkazemi@slocity.org> Sent: Tuesday, October 17, 2023 1:30 PM To: Maggio, Rodger <rmaggio@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: RE: Construction square footage, fire Hi Rodger, I think this would be possible. I’ll reuse what I did for building and see what I can get. I’m hoping to have something for you by end of day tomorrow. 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: Maggio, Rodger <rmaggio@slocity.org> Sent: Monday, October 16, 2023 4:57 PM To: Kazemi, Neema <nkazemi@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Construction square footage, fire Good afternoon Neema, Would it be possible to pull construction square footage data out of EnerGov for project routed to Fire for review as you were able to do with Building for the fee study? Rodger Rodger Maggio Fire Marshal Fire Department Fire Prevention 2160 Santa Barbara Avenue, San Luis Obispo, CA 93401-5240 E rmaggio@slocity.org T 805.781.7386 C 805.431.4446 slocity.org 281 Stay connected with the City by signing up for e-notifications 282 From:Ruben Rivas <RRivas@mgtconsulting.com> Sent:Tuesday, October 24, 2023 4:30 PM To:Loew, Michael; Nichols, Vanessa Cc:Bernstorff, Rebecca Subject:Fw: Building Model - 1st Draft - Edits Requested Attachments:Workforce Planning Tool - CDD.xlsx; Building & Safety User Fee Model FY24 10.12.23 - 1st draft.xlsx This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Good afternoon all, Just a friendly reminder/check-in to see where we are with 1 st draft feedback/edits. See my original email below. Thanks, Ruben Rivas Manager 3600 A Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com From: Ruben Rivas <RRivas@mgtconsulting.com> Sent: Friday, October 13, 2023 9:42 AM To: Loew, Michael <Mloew@slocity.org>; Nichols, Vanessa <vnichols@slocity.org> Cc: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: Building Model - 1st Draft - Edits Requested As discussed on our call yesterday, attached is the updated 1 st draft. Here are some of the changes I made Assignable hours tab -I update the hours based on the document provided in the chat during the call (also attached to this email). Table 1, rows 64 & 69 - I added the average square footage/fee for each category based on the data in the 'prototype' tab which is a list of actual projects sent by Mike. Table 2 - I added a few columns to account for cross support departments. Feel free to add more, if needed. Here's the to-dos: 283 o Please provide the time estimates for when the construction appeals become only an administrative citation so that I can pass it on to my colleague who's analyzing the general government fees. I know the City is pushing to get this wrapped up sooner rather than later. I possible i'd like to get edits for this draft by 10/23. Thanks again for all your help on this. Have a great weekend. Ruben Rivas Manager 3600 American River Drive, Suite 150 Sacramento, CA 95864 Cell: 831.227.3911 Email: rrivas@mgtconsulting.com 284 From:Whittington, Shane Sent:Tuesday, October 24, 2023 12:12 PM To:Aiello, Antonio; Boerman, Mychal; Lehman, Chris Subject:Re: Impact Fee Draft Review Attachments:Utilities UF Review- Draft 1 10.24.23.xlsx Utilities UF Review- Draft 1 10.24.23.xlsx Attaching and linking for this meeting. Shane Whittington Business Manager Utilities E swhittin@slocity.org T 805.781.7506 slocity.org The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and l Stay connected with the City by signing up for e-notifications From: Aiello, Antonio Sent: Monday, October 23, 2023 2:51 PM To: Aiello, Antonio <AAiello@slocity.org>; Whittington, Shane <swhittin@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Lehman, Chris <clehman@slocity.org> Subject: Impact Fee Draft Review When: Wednesday, October 25, 2023 3:30 PM-3:55 PM. Where: Microsoft Teams Meeting ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting Download Teams | Join on the web Learn More | Meeting options ________________________________________________________________________________ 285 286 From:Jamie Radcliff <jradcliff@mgtconsulting.com> Sent:Monday, October 23, 2023 2:06 PM To:Aiello, Antonio; Whittington, Shane; Barcenas, Miguel; Boerman, Mychal; Lehman, Chris Cc:Rachel King; Bernstorff, Rebecca Subject:SLO Utilities Draft Review 1 Attachments:Utilities User Fee Review- Draft 1 10.23.23.xlsx This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hello Everyone- Thank you for such a producƟve meeƟng today! AƩached is the first draŌ for your review. It is most likely my fault that Chris wasn’t on the meeƟng. I am not sure I sent him the invite. My apologies! Let me know if you have quesƟons, and please highlight your changes/updates. Thank you, 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. 287 From:Teague, Nick Sent:Monday, October 23, 2023 10:53 AM To:Aiello, Antonio Subject:FW: Fee study - including recycled water construction water permit fee Attachments:Fee justification.xls Recycled water construction water permit fee justification. Nick Teague Water Resources Program Manager Public Utilities 879 Morro Street, San Luis Obispo, CA 93401-2710 E nteague@slocity.org T 805.781.7217 C 805.440.5054 slocity.org Stay connected with the City by signing up for e-notifications From: Teague, Nick Sent: Thursday, March 23, 2023 8:11 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Fortner, Kellie <kfortner@slocity.org> Subject: Fee study - including recycled water construction water permit fee Rebecca, I was told to reach out to you about including the recycled water construction water permit fee in your current fee study. I have done some work to recalculate the permit fee to match the cost of service and to provide flexibility by offering permits covering various periods of time (annual, half-year, quarterly). Currently the permit is offered on a fiscal-year annual basis at a cost of $1,260. My spreadsheet is attached to this email. Please let me know if you would like to discuss this in further detail. I will be out of the office 3/24 and returning 4/3. Kellie or Mychal should be able to assist while I am away. Thank you. Nick Teague Water Resources Program Manager Public Utilities 879 Morro Street, San Luis Obispo, CA 93401-2710 E nteague@slocity.org T 805.781.7217 C 805.440.5054 288 slocity.org Stay connected with the City by signing up for e-notifications 289 From:Malicoat, Debbie Sent:Friday, October 20, 2023 8:11 AM To:Taylor, Brent; Bernstorff, Rebecca Cc:Jackson, Emily Subject:Old Fee Study related items Attachments:Cost of Services Study Department Briefing, 10-6-08.ppt; CAR for November 21, 2000.doc Brent & Rebecca, Emily and I were talking about the fee study the other day and we have a ton of historical documents and presentations from prior fee studies that might be useful – at least you wouldn’t have to reinvent the wheel, maybe just edit the wheel. 뤳륝륟률륡륞 There are more, but I thought these might be the most immediately relevant/helpful. Let me know if you want to troll through the files. Debbie Debbie Malicoat pronouns she/her/hers Accounting Manager/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 1 Cost of Services StudyCost of Services Study Department Briefing October 6, 2008 2 OverviewOverview Fee updates based on adopted user fee policies. Comprehensive review of our service costs and current cost recovery by DMG. Focus: Operating Services Not just increases— some decreases as well; most stay the same 174 Fees 98 increases 13 decreases 63 same Overall, study shows we are on target with our cost recovery goals. 3 Why implement the changes? Why implement the changes? Implements City policy Costs are reasonable Resource needs: Ten Year Financial Plan 4 BackgroundBackground General Policy Ongoing Review Make sure fees keep pace with changes in the cost-of-living as well as changes in service levels and delivery methods Comprehensive review every 5 years; interim annual changes based on CPI. This Update Last “benchmark analysis” completed in November 2000. Update approved in 2005-07 Financial Plan. Council approved RFP in October 2005. Contact awarded to DMG in December 2005. 5 Workscope: Main ObjectivesWorkscope: Main Objectives What does it cost the City to provide various services? Are these costs reasonable? What are current cost recovery levels? What fee changes are necessary to achieve adopted cost recovery policies? Also an opportunity to review and consider changes in cost recovery policies 6 Workscope: Other IssuesWorkscope: Other Issues Review existing policies, plans and cost of service information. Determine reasonableness of City costs, given City service levels and policies as well as practices of other agencies in California. Compare existing and proposed City fees in key benchmark areas with other agencies. Advise on anything else. 7 User Fee Cost Recovery PolicyUser Fee Cost Recovery Policy Basis for Maximus Findings and Recommendations Key Features What do taxes pay for? What do fees pay for? 8 User Fee Cost Recovery PolicyUser Fee Cost Recovery Policy Community-wide versus special benefit Service recipient versus service driver Effect of pricing on the demand for services Feasibility of collection and recovery 9 Low Cost Recovery FactorsLow Cost Recovery Factors Collecting fees is not cost-effective or efficient. No intent to limit the use of the service (public safety, parks). Unique service Non-recurring. Cannot reasonably plan for it on an individual basis. Not readily available from a private sector source (public safety services). Might discourage voluntary compliance with regulatory requirements. 10 High Cost Recovery FactorsHigh Cost Recovery Factors Similar to private sector services. Other private or public sector alternatives could or do exist. For equity or demand management purposes: we want a direct relationship between the amount paid and the level and cost of the service received. Service is specifically discouraged (Police responses to disturbances or false alarms). Voluntary compliance not needed to meet regulations. 11 General ConceptsGeneral Concepts Revenues should not exceed the reasonable cost of providing the service. Cost recovery goals based on the total cost of delivering the service: Direct costs. Departmental administration costs. Organization-wide support costs. Capital costs (depreciation). Simple Rate structures sensitive to smaller, infrequent users of the service. Unified approach in determining cost recovery levels for various programs 12 Low Cost-Recovery ServicesLow Cost-Recovery Services Public safety emergency response services such as police patrol services, fire suppression, medical and heavy rescue. Maintaining public facilities that are provided on a uniform, community-wide basis such as streets and parks.. Social service programs and economic development activities. 13 Recreation ProgramsRecreation Programs Directed to adults: relatively high. Directed to youth and seniors: relatively low. Similar to private sector services: relatively high. 14 Development Review ProgramsDevelopment Review Programs Planning, Building and Safety, Engineering, Fire Generally very high (100%) Key exception: Appeals 15 Comparability with Other AgenciesComparability with Other Agencies Should generally play small role in setting City fees Intended level of cost recovery? Includes all costs? Current? When was the last time that their fees were updated? Service level? Similar rate structure? (Apples-to-apples?) 16 The Good News $1.6 million in potential revenues to help offset future shortfalls The Bad News $1.6 million in fee increases – largely in development review Results SummaryResults Summary 17 Total Cost Current Cost Recovery Cost Recovery @ Policy/ Recommended Levels At 100% Cost Recovery Based on Policy Police 454,353 306,218 303,896 148,135 (2,322) Fire 1,231,346 502,330 811,399 729,016 309,069 Recreation 3,887,755 1,163,930 1,177,514 2,723,825 13,584 Development Review Planning 1,471,143 986,043 1,452,417 485,100 466,374 Building & Safety 1,549,392 1,049,878 1,549,392 499,514 499,514 Engineering 923,011 528,106 923,011 394,905 394,905 Total General Fund 9,517,000 4,536,505 6,217,629 4,980,495 1,681,124 Water Fund 231,768 179,921 231,768 51,847 51,847 Sewer Fund 89,395 71,744 89,395 17,651 17,651 Total Water & Sewer 321,163 251,665 321,163 69,498 69,498 TOTAL 9,838,163 4,788,170 6,538,792 5,049,993 1,750,622 Resutls Summary 18 New methodology for building and fire plan checks and permits Engineering development review cost recovery Cost recovery goals: less than 100% Key IssuesKey Issues 19 Less than Full Cost Recovery Less than Full Cost Recovery Current Affordable housing projects Fire prevention routine inspections Voluntary service lateral rehabilitation Buildings retrofitting to add fire sprinklers Unreinforced masonry building strengthening Multi-dwelling rental property inspections Recreation programs Planning appeals 20 Less than Full Cost RecoveryLess than Full Cost Recovery Proposed Lower cost recovery goals in some recreation programs Police Services Property Return Fee: 20% Massage Technician Permit: 75% Massage Technician Permit Renewal: 75% Taxi Permit: 75% Taxi Permit Renewal: 75% Building: $40 to $60.00 – 50% cost recovery Water heater replacements Forced air unit replacement Electrical service upgrade (200 amps or less) Photovoltaic unit installation – residential only Gas fire inserts – retrofit from wood-burning fireplaces 21 Key Findings: PoliceKey Findings: Police False alarms – a false alarm 17 fees reviewed 10 stay the same 3 Increase 1 decrease 3 new/clarified 22 Key Findings: FireKey Findings: Fire Seven major fee categories 5 increases 1 decreases (CUPA: $6,300) 1 stays the same: no cost recovery for routine inspections Key Issues “Nexus” vs building value (previously percentage of building permit) Mew methodology should be cost neutral – but proposed fees generates $69,000 in added revenues Permits: $114,400 (44% fee increase) R-1 inspections: $95,000 increase (51%) to maintain 50% cost recovery 23 Key Findings: Water & Sewer Key Findings: Water & Sewer 26 fees reviewed that help offset general purpose rates 15 increases 9 decreases 2 stay the same New Revenue Water: $51,800 Higher new account fee: $45,700 ($38 to $52) Sewer: $17,700 24 Key Findings: Recreation ProgramsKey Findings: Recreation Programs 52 fee categories 50 stay the same Two increase Contract classes: $762 Facility rentals: $12,622 Assumes policy changes 25 Cost Recovery Levels Recreation Activity Current Proposed SPECIAL EVENTS Major Special Events Mid Low Department Special Events Mid Low Triathlon Mid High Banner permit - High Others in this category - Low SPORTS Youth Basketball Mid Low TEENS, BOOMERS, CONTRACT CLASSES Contract Classes High Mid FACILITIES Internal Facility Rentals (indoor) High Low Outdoor Facility Rentals Mid High Batting Cages - Low AQUATICS All aquatic programs (now grouped) High: Lap Swim Mid: Lessons Low: All Other Low CHILDREN’S SERVICES Childcare Programs High Mid 26 Key Findings: PlanningKey Findings: Planning Reviewed 50 fees 49 increase 1 decreases (home occupation permit: $114 to $110) Key Issues Current cost: $1,470,940 Current revenue: $986,000 Revenue potential @ policy levels: $468,100 (continues appeals at $100 27 Key Findings: PlanningKey Findings: Planning Policy Issues Based on recovering 25% of long-range planning – could recover more or less Assumes 100% of this except for appeal fees Recommend leaving application fee alone and recover difference at building permit stage: increases surcharge from 37% to 49%. 28 Key Findings: BuildingKey Findings: Building New methodology Should be revenue neutral; lot’s of modeling, but we really won’t know results until we implement Run parallel systems? Cost recovery summary Total cost: $1,549,400 Current cost recovery: $1,049,900 New revenues: $499,500 29 Key Findings: EngineeringKey Findings: Engineering Most fees stay about the same Key issue: under recovery of development review: $237,800 30 Engineering Cost/Revenue SummaryEngineering Cost/Revenue Summary Engineering Revenue Potential Fee for Service Activity Area Total Cost Current Cost Recovery Cost Recovery at Policy Levels Full Cost Recovery Based on Policy Engineering Services 548,232 528,106 548,232 20,126 20,123 Engineering Support to Planning 237,829 237,829 237,829 237,829 Engineering Support to Building 136,950 136,950 136,950 136,950 Total Revenues 923,011 528,108 923,011 394,9056 394,905 31 Engineering RecommendationsEngineering Recommendations Allocate development review as surcharge to building permit (like planning): 15% 32 Key Findings: General GovernmentKey Findings: General Government Reproduction Costs 33 Other IssuesOther Issues Ensuring all current fees are accounted for Tree permit appeals Others? 34 Next StepsNext Steps Determine what we want to recommend to the Council Present results to Council at November 20, 2008 “setting the table” budget workshop Notification to 60 of the usual suspects Convert findings to fee schedules Adjust for CPI increases since 2006 Return to Council in January for approval Likely March 1, 2008 effective date 35 Questions?Questions? FROM: Bill Statler, Director of Finance Prepared By: Linda Asprion, Revenue Manager SUBJECT: COST OF SERVICES STUDY AND USER FEE UPDATE CAO RECOMMENDATION Adopt a resolution updating City fees based on the cost of services study completed by DMG Maximus in November 2000. REPORT-IN-BRIEF Based on adopted user fee policies and a comprehensive review of our service costs by DMG Maximus (DMG), we recommend updating over 300 service fees. The fees covered in this study are for operating services such as recreation programs and development review services. They do not include development impact fees that cover the cost of new facilities and infrastructure required to serve new development. These are also under review at this time, but as part of other work efforts: City-wide water and sewer impact fees are being reviewed as part of the airport area specific plan; and transportation impact fees are also under review at this time, and we plan to bring the update to the Council in Spring 2001. Not just increases—decreases as well. While these adjustments will result in increased revenues, it is important to note that not all of these changes are increases; in several cases— such as police reports, industrial user fees, building plan check and encroachment permits—we are recommending fee reductions; and in many areas—such as all of our parks and recreation fees and fire development review fees—we are not recommending any changes at all. In fact, given that our last comprehensive update was in 1995, the study shows that in general, we are right on target in setting fees that achieve our cost recovery goals with relatively modest changes recommended at this time. Why should we implement these fee changes? There are three main reasons for doing this: Implements City Policy. The City has adopted very clear policies regarding which services should be funded through general-purpose revenues paid by everyone, and those that should be funded by service beneficiaries and service drivers. (These are excerpted in Appendix F, page 69 in the accompanying DMG report). The proposed changes will implement the City’s user fee cost recovery policy. Costs Are Reasonable. As discussed below, the City’s cost recovery policy only makes sense if our costs are reasonable. DMG has concluded that they are. 11-21-00 Council Agenda Report — Cost of Services Study and User Fee Update Page 2 Resources Needs: Ten Year Financial Plan. As set forth in the recent Ten-Year Financial Plan, the City has very limited resources to achieve a number of already- adopted goals (let alone new initiatives). The simple fact is that if we choose to subsidize service costs with general-purpose revenues that can reasonably be funded with service fees, the result will be reduced capacity to achieve high-priority goals that can only be funded through general-purpose revenues. This is a straightforward trade-off with straightforward policy impacts. DISCUSSION Background Under the City’s user fee cost recovery policy (B-6 through B-10 of the 1999-01 Financial Plan and excerpted in the DMG report), we should review and update service charges on an ongoing basis to ensure that they keep pace with changes in the cost-of-living as well as changes in service levels and delivery methods. In implementing this policy, the City has adopted the strategy of comprehensively analyzing service costs at least every five years (“benchmark analysis”), with interim adjustments annually based on changes in the consumer price index. The last five-year “benchmark analysis” was performed in 1995. Accordingly, the Council approved a comprehensive evaluation of service costs and related revenues as part of the 1999- 01 Financial Plan. In December 1999, DMG Maximus (a nationally recognized management and cost accounting firm) was selected to perform this work. Workscope Simply stated, DMG’s task was to answer four basic questions: What does it cost the City to provide various services? Are these costs reasonable? What are current cost recovery levels? What fee changes are necessary to achieve adopted cost recovery policies? As part of this study, DMG was also requested to review, evaluate and make recommendations as appropriate on the following matters: Existing policies, plans and cost of service information. Reasonableness of City costs, given City service levels and policies as well as practices of other agencies in California. Council Agenda Report — Cost of Services Study and User Fee Update Page 3 Comparison of costs with existing recovery levels. This should include service areas where the City is currently charging for services as well as areas where we do not but perhaps should in light of our cost recovery policies and practices in other cities. Comparison of existing and proposed City fees in key benchmark areas with those charged by other agencies in San Luis Obispo County as well as comparable cities outside of the County. Other matters that may come to their attention during the course of their review that should be considered by the City. Summary of Findings DMG’s study methodology, findings and recommendations are comprehensively set forth in the enclosed report, and representatives from DMG will brief the Council on their findings at the meeting. The following is a brief overview of their findings and recommendations. Cost Recovery Policy DMG concludes that the City’s user fee cost recovery policy is an appropriate basis for setting City service charges. However, DMG’s supports changes in four fee areas: sewer pretreatment for industrial users, planning, recreation and hazardous materials regulation. Sewer pretreatment industrial user fees. We recommend that cost recovery for industrial user fees, except the significant user class, remain under the current fee policy of recouping expenses for inspection and certain administrative charges only. Based on the time to perform this work, the current fee structure accomplishes this portion of the reimbursement and there will be no increase in the current fees. In the case of the significant user class, the fee will decrease slightly from $764.00 to $682.00 for the three affected users. Planning fees. The first issue raised by DMG regarding planning fees was whether or not to include a percentage of advanced planning costs in the fees. Currently, the City only includes “current” planning costs in our fee base. However, DMG recommends including at least 25% of advance planning cost in the City’s planning fees. Many cities include all advance planning costs in their fees; and many other cities leverage these costs in the building permit fees rather than planning fees to keep their “planning” fees low – but they still recover their costs. The planning fees being recommended to the Council include 25% of the advance planning costs. The second issue raised by DMG relates to the City’s current policy of setting planning fees at 45% of cost recovery. In this cost analysis the City has four fees that exceed this 45% level: Council Agenda Report — Cost of Services Study and User Fee Update Page 4 • Final map extension: 123% • Home occupation permit: 78% • Sidewalk sales permit: 54% • Tentative parcel map: 95% Instead of lowering these fees to 45% cost recovery, DMG recommends modifying our policy to provide for a cost recovery range of between 45% and 100%. This means that except for the final map extension, we have left the other three fees as is – they are more than 45%, but still less than 100% cost recovery. The proposed fee for final map extensions has been reduced to 100% cost recovery. Recreation fees. The City’s current user fee policy sets specific goals for individual recreation programs with broad bands of targeted ranges: high, mid and low. We recommend no longer assigning specific targets for each program, but instead, grouping them within the targeted range. With this approach, cost recovery ratios may fluctuate for specific programs but must stay within the assigned range. Additionally, a recent revenue enhancement study prepared for recreation services recommends the following policies based on the premise that more revenue can come from filling existing programs rather than by raising fees. As such, we recommend that the Council authorize Parks & Recreation Director to: • Reduce or eliminate non-resident fees when it can be demonstrated that the fee is reducing attendance and that there are no appreciable expenditure savings from the reduced attendance. • Charge fees that are closer to full cost recovery for certain activities that are heavily used at peak times and include a majority of non-resident users. • Offer reduced fees such as introductory rates, family discounts and coupon discounts on a pilot basis (not to exceed 18 months) to promote new recreation programs or resurrect existing ones. The DMG report includes examples of how we would implement these recommendations. CUPA and hazardous occupancy permit fees. In 1996, the Council designated the City as a participating agency (PA) under the County’s umbrella “Certified Unified Program Agency (CUPA) program. The City then became responsible for providing CUPA services within the City limits, with the County being responsible for CUPA services in all other areas of the county. In early 1998, a formal transfer of all PA responsibilities became effective and the City adopted an interim fee schedule including the County’s hazardous waste generator fees. This interim fee schedule has been in place until this cost analysis, jointly undertaken by the County and City, was completed. This Council Agenda Report — Cost of Services Study and User Fee Update Page 5 study, also prepared by DMG, concluded that our costs and the County’s for this program were virtually identical, resulting in the possibility that we could have the same exact same fees if we implemented them at the same cost recovery level. We recommend adopting the CUPA fees at 100% cost recovery. This will increase the CUPA annual fee revenue by $38,900, from $60,600 to $99,500. Approximately 64% ($63,700) of this revenue will be distributed to the Sewer Fund with the remaining $35,800 CUPA revenue belonging to the General Fund. County staff is also recommending adoption of CUPA fees at 100% of cost recovery with the exception of two fees. For “Hazmat Handlers, 5 to 10 Materials Handled,” County staff is recommending an 84% cost recovery level: the County fee would be $209 and the City fee will be $249 (at 100% cost recovery). For “Waste Generators, 1 to 5 Waste Streams,” County staff is recommending a 57% cost recovery level: the County fee will be $106 and the City fee will be $187 (at 100% cost recovery). Because of the impending CUPA program, it is important to note that the Council did not adopt any of the proposed fee increases in the hazardous materials area as part of the 1995 fee study. This is the primary reason for the recommended increase from $79 to $149 for hazardous occupancy permits: the passage of time since these were last adjusted. This will result in an annual revenue increase of about $21,000. Improved Cost Recovery The City has experienced measurable increases in its cost recovery levels since the 1995 study. In 1995, the overall cost recovery level for the General Fund was 38% and in 2000 that recovery rate increased to 55%. The Water and Sewer Funds cost recovery level (for user fee services only; this does not address utility rate revenues) was 51% in 1995 and increased to 68% in 2000. DMG estimates that implementing the City’s cost recovery policy will increase fee revenue by $263,000 in the General Fund and $95,000 in the Water and Sewer Funds (after adjusting for less than full cost recovery for industrial user fees). Costs Are Reasonable As noted above, a key element of DMG’s workscope was not only to determine the cost of providing various City services, but also to form an opinion as to the reasonableness of those costs. A fair criticism of many cost studies in setting fees is that they are solely revenue-driven: if revenues are not recovering costs, then the solution must be to increase revenues. However, the problem may not be that revenues are too low, but that costs are too high. Accordingly, DMG was asked to specifically address this concern in their study. They conclude that City costs are reasonable: administrative and support service staffing levels are lower than comparable communities, and many significant improvements in service delivery continue to be made. Council Agenda Report — Cost of Services Study and User Fee Update Page 6 Comparisons with Other Agencies Comparisons of the proposed fees in “benchmark” areas with comparable agencies are provided in Appendix B, page 51 of the DMG report. In general, the proposed fees are in the mainstream of those surveyed. However, as noted in the City’s user fee policy, and underscored by DMG in their report, comparisons with other agencies should not play a major role in setting City fees as there are many factors that affect how and why other communities have set their fee levels. For example: What level of cost recovery is their fee intended to achieve compared with our cost recovery objectives? What costs have been considered in computing the fees? When was the last time that their fees were comprehensively evaluated? What level of service do they provide compared with our service or performance standards? Is their rate structure significantly different than ours and what is it intended to achieve? This can make “apples-to-apples” comparisons especially difficult. Development Costs: HBA Report. The Council may be familiar with a recent report by the Home Builder’s Association of the Central Coast (HBA) comparing development costs among several agencies in San Luis Obispo and Santa Barbara Counties. In their report, development costs in the City are among the highest surveyed. There are three main reasons for this: Development review fees. The HBA report assumes the worse case for planning fees: in addition to some “standards” like a tentative tract map, HBA’s hypothetical project for the City also assumes that it would need a General Plan amendment, specific plan, variance and Planned Development permit. It does not assume a similar level of review for the other agencies. However, development review fees in general (planning, building & safety, engineering and fire review services) are a very small part of the development costs presented in the report; development impact fees for facilities and the implicit cost of the City’s inclusionary housing requirements are the driving factors behind why our development costs are higher than the other surveyed agencies, accounting for about 80% of the total costs shown for us. Development impact fees. Our impact fees for water, wastewater and transportation improvements are set at levels that meet our General Plan policy that new development should pay its fair share of the costs of the new facilities necessary to serve it. In comparing impact fees, our water impact fee of $6,827 per single family residence (SFR)—primarily to cover the cost of new water supplies—is significantly more expensive than the other surveyed agencies. Additionally, the survey shows a City park fee of $3,694 per SFR; this would only apply in the Margarita Area. Council Agenda Report — Cost of Services Study and User Fee Update Page 7 Inclusionary housing. This is the single largest difference between the City and other surveyed agencies. While the City does not directly levy a fee for this, we do require that new development include affordable housing units: 5% for development in the City limits and 15% in annexation areas. The analysis assigns a cost for this of $16,464 per SFR (10% of construction costs, which is an “in-lieu” option under the City’s inclusionary housing requirements). This alone accounts for 40% of the costs presented for the City. Notification In accordance with our fee notification policy, we directly notified over 200 community groups and interested individuals about this meeting on October 12, 2000. We offered to meet with them at their convenience, and to provide them with a full copy of the DMG and Council Agenda reports. We had received two inquiries when this report was prepared. Implementation Under Government Code Section 66010 (AB1600), increases in development review fees cannot go into effect until 60 days after their adoption. As such, to allow for uniform, organization- wide implementation, we recommend implementing all of the new fees (even those unaffected by AB 1600) effective February 1, 2001. FISCAL IMPACT Adopting DMG’s recommended fee updates will increase General Fund revenue by about $263,000 annually, and Water and Sewer Fund revenues by about $95,000 annually. ALTERNATIVES Several options are available to the Council, including deferring fee decisions, modifying our current cost recovery policy or adopting fees at levels different from those recommended. ATTACHMENT Resolution adopting updated City fees ENCLOSURE Cost of services study prepared by DMG Maximus G: Finance/Cost of Services Study 1999/CAR November 21, 2000 299 From:Bernstorff, Rebecca Sent:Wednesday, October 18, 2023 1:09 PM To:Purrington, Teresa Cc:McDonald, Whitney; Jackson, Emily Subject:RE: Fee Study - Study Session Thanks for all the insight. I’ll put on the agenda now for a 90 min study session on February 20, March 19 public hearing, and April 2 second reading. Thanks a ton, Teresa! 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: Purrington, Teresa <TPurring@slocity.org> Sent: Wednesday, October 18, 2023 12:46 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: McDonald, Whitney <WMcDonal@slocity.org>; Jackson, Emily <ejackson@slocity.org> Subject: RE: Fee Study - Study Session I would not plan for January 16 for two reasons. The report would need to start routing on December 18 and animal services and Safety Enhancement Zone will probably take longer than indicated. I think a Study Session on Fees would probably be at least 90 minutes. Teresa From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, October 18, 2023 12:38 PM To: Purrington, Teresa <TPurring@slocity.org> Cc: McDonald, Whitney <WMcDonal@slocity.org>; Jackson, Emily <ejackson@slocity.org> Subject: RE: Fee Study - Study Session Hi Teresa, I may need to defer to Whitney or Emily on what would be best, but I’m assuming 60 min study session but that could be naïve. 300 Would this work: Study Session: January 16 OR February 20 Public Hearing: March 19 Second Reading/Adoption: April 2 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: Purrington, Teresa <TPurring@slocity.org> Sent: Tuesday, October 17, 2023 8:56 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: McDonald, Whitney <WMcDonal@slocity.org>; Jackson, Emily <ejackson@slocity.org> Subject: RE: Fee Study - Study Session Hi Rebecca, How long do you think the Study Session will be? The reason I ask is that is the same day as the Mid-Year Budget review and Campaign Contributions are scheduled. Also I would say avoid April 2 since that is the day the Parking Rate Study Session Review is scheduled. Teresa From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, October 16, 2023 5:06 PM To: Purrington, Teresa <TPurring@slocity.org> Cc: McDonald, Whitney <WMcDonal@slocity.org>; Jackson, Emily <ejackson@slocity.org> Subject: Fee Study - Study Session Hi Teresa, As we are nearing a draft of the fee study results from the consultant (hoping by early December), I am anticipating a study session (requested by Derek) would be best on the February 6 CC meeting but wanted to ask if this works for you and any other pending/upcoming items. We are planning to have the Public Hearing for adoption of the fee study and new fee schedule occur in April (2 and 16 respectively if possible), as there is a 60 day “cooling” period for the fees to take effect, and we are aiming for them to be in alignment with being effective July 1, 2024 when budget supplement items goes into effect as well. Wanted to get these on the agenda before agenda review tomorrow but no rush. Thanks! 301 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 306 From:Ellsworth, Melissa Sent:Wednesday, October 18, 2023 10:54 AM To:Bernstorff, Rebecca; Vert, Nicole Cc:Taylor, Brent Subject:RE: Impact Fee Methodology Sounds good, thanks Rebecca. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, October 18, 2023 10:33 AM To: Vert, Nicole <nvert@slocity.org>; Ellsworth, Melissa <mellswor@slocity.org> Cc: Taylor, Brent <btaylor@slocity.org> Subject: FW: Impact Fee Methodology Richard is going to put together a plan-based version as well so we can compare; stay tuned (he may need some additional information). I was waiting to see if we could get Transportation/Water/Sewer done around the same time but it’s not looking like it; so I’ve provided the initial numbers to Finance and Whitney as well for their review. Thanks for the questions and conversation this morning. 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: Richard Ruiz <richard@financedta.com> Sent: Wednesday, October 18, 2023 10:30 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Leni Zarate <Leni@financedta.com> Subject: Re: Impact Fee Methodology Rebecca Let me look at your CIP first and then I can let you know 307 Richard Ruiz Jr Manager P: 800-969-4DTA x 213 18201 Von Karman # 220 Irvine, CA 92612 richard@financedta.com Did we meet your expectations? From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, October 18, 2023 10:12 AM To: Richard Ruiz <richard@financedta.com> Cc: Leni Zarate <Leni@financedta.com>; Taylor, Brent <btaylor@slocity.org> Subject: RE: Impact Fee Methodology Thanks so much, Richard I really appreciate it. Would our CIP plan suffice or is the needs list more specific? 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: Richard Ruiz <richard@financedta.com> Sent: Wednesday, October 18, 2023 9:47 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Leni Zarate <Leni@financedta.com> Subject: Re: Impact Fee Methodology This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. 308 Rebecca Yes, we can do this, but we will need a "needs list' of the facilities to be built over the next 5 to 20 years from the City for each area. So, I can put together needs list templates to send you. They are pretty much like the transportation needs list but are specific to fire, police etc. In the meantime, let me look at your old plan to identify exactly what methodology was used, often times there are hybrids between different methodologies. Richard Ruiz Jr Manager P: 800-969-4DTA x 213 18201 Von Karman # 220 Irvine, CA 92612 richard@financedta.com Did we meet your expectations? From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, October 18, 2023 9:15 AM To: Richard Ruiz <richard@financedta.com>; Leni Zarate <Leni@financedta.com> Cc: Taylor, Brent <btaylor@slocity.org> Subject: Impact Fee Methodology Hi Richard, Thank you very much for walking the Police, Fire and Parks teams through the spreadsheets this week; it was helpful to understand the methodology. With that said, I wanted to know if it would be possible, and/or strenuous, if we could also see the plan-based methodology? I’m thinking into the future on how I’m going to explain why we switched from plan based in 2017’s fee study to service now, other than flexibility of fee use, especially with the police impact fee going down. I think it would be helpful for our internal teams and leadership to be able to compare both the service method you provided and plan based. 309 What is the feasibility of that? And I apologize if it’s a huge lift of an ask. 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 Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world. To find out more, visit our website. Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world. To find out more, visit our website. 310 From:Richard Ruiz <richard@financedta.com> Sent:Wednesday, October 18, 2023 10:30 AM To:Bernstorff, Rebecca Cc:Leni Zarate Subject:Re: Impact Fee Methodology Rebecca Let me look at your CIP first and then I can let you know Richard Ruiz Jr Manager P: 800-969-4DTA x 213 18201 Von Karman # 220 Irvine, CA 92612 richard@financedta.com Did we meet your expectations? To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.1 To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.2 To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.3 From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, October 18, 2023 10:12 AM To: Richard Ruiz <richard@financedta.com> Cc: Leni Zarate <Leni@financedta.com>; Taylor, Brent <btaylor@slocity.org> Subject: RE: Impact Fee Methodology Thanks so much, Richard I really appreciate it. Would our CIP plan suffice or is the needs list more specific? Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet. 311 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: Richard Ruiz <richard@financedta.com> Sent: Wednesday, October 18, 2023 9:47 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Leni Zarate <Leni@financedta.com> Subject: Re: Impact Fee Methodology This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Rebecca Yes, we can do this, but we will need a "needs list' of the facilities to be built over the next 5 to 20 years from the City for each area. So, I can put together needs list templates to send you. They are pretty much like the transportation needs list but are specific to fire, police etc. In the meantime, let me look at your old plan to identify exactly what methodology was used, often times there are hybrids between different methodologies. Richard Ruiz Jr Manager P: 800-969-4DTA x 213 18201 Von Karman # 220 Irvine, CA 92612 richard@financedta.com Did we meet your expectations? 312 From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, October 18, 2023 9:15 AM To: Richard Ruiz <richard@financedta.com>; Leni Zarate <Leni@financedta.com> Cc: Taylor, Brent <btaylor@slocity.org> Subject: Impact Fee Methodology Hi Richard, Thank you very much for walking the Police, Fire and Parks teams through the spreadsheets this week; it was helpful to understand the methodology. With that said, I wanted to know if it would be possible, and/or strenuous, if we could also see the plan-based methodology? I’m thinking into the future on how I’m going to explain why we switched from plan based in 2017’s fee study to service now, other than flexibility of fee use, especially with the police impact fee going down. I think it would be helpful for our internal teams and leadership to be able to compare both the service method you provided and plan based. What is the feasibility of that? And I apologize if it’s a huge lift of an ask. 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 Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world. To find out more, visit our website. Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. 313 This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world. To find out more, visit our website. 314 From:Bernstorff, Rebecca Sent:Wednesday, October 18, 2023 10:31 AM To:Jackson, Emily Cc:McDonald, Whitney; Taylor, Brent Subject:FW: Impact Fee Methodology Attachments:SLO Fee Memo 09.18.23 v6.pdf; SLO Calculations for Staff 10.05.23.xlsx Hi Emily, Thanks for the chat through on this today during our check-in. I’ve asked DTA (impact fee consultant) to also put together a model with the plan-based methodology, but I wanted to provide you a draft of the Police, Fire and Parks impact fees using a service-based methodology. The TIF, Water and Sewer are not ready yet. We are still going back and forth on refining some things and answering some questions but hoping Finance could also weigh in as well during this point in the process. User fees are still in the draft back and forth stage and are not quite ready for review yet. 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: Richard Ruiz <richard@financedta.com> Sent: Wednesday, October 18, 2023 9:47 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Leni Zarate <Leni@financedta.com> Subject: Re: Impact Fee Methodology This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Rebecca 315 Yes, we can do this, but we will need a "needs list' of the facilities to be built over the next 5 to 20 years from the City for each area. So, I can put together needs list templates to send you. They are pretty much like the transportation needs list but are specific to fire, police etc. In the meantime, let me look at your old plan to identify exactly what methodology was used, often times there are hybrids between different methodologies. Richard Ruiz Jr Manager P: 800-969-4DTA x 213 18201 Von Karman # 220 Irvine, CA 92612 richard@financedta.com Did we meet your expectations? From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, October 18, 2023 9:15 AM To: Richard Ruiz <richard@financedta.com>; Leni Zarate <Leni@financedta.com> Cc: Taylor, Brent <btaylor@slocity.org> Subject: Impact Fee Methodology Hi Richard, Thank you very much for walking the Police, Fire and Parks teams through the spreadsheets this week; it was helpful to understand the methodology. With that said, I wanted to know if it would be possible, and/or strenuous, if we could also see the plan-based methodology? I’m thinking into the future on how I’m going to explain why we switched from plan based in 2017’s fee study to service now, other than flexibility of fee use, especially with the police impact fee going down. I think it would be helpful for our internal teams and leadership to be able to compare both the service method you provided and plan based. What is the feasibility of that? And I apologize if it’s a huge lift of an ask. Thanks, Rebecca 316 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 Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world. To find out more, visit our website. 317 From:Bernstorff, Rebecca Sent:Wednesday, October 18, 2023 10:12 AM To:Richard Ruiz Cc:Leni Zarate; Taylor, Brent Subject:RE: Impact Fee Methodology Thanks so much, Richard I really appreciate it. Would our CIP plan suffice or is the needs list more specific? 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: Richard Ruiz <richard@financedta.com> Sent: Wednesday, October 18, 2023 9:47 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Leni Zarate <Leni@financedta.com> Subject: Re: Impact Fee Methodology This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Rebecca Yes, we can do this, but we will need a "needs list' of the facilities to be built over the next 5 to 20 years from the City for each area. So, I can put together needs list templates to send you. They are pretty much like the transportation needs list but are specific to fire, police etc. In the meantime, let me look at your old plan to identify exactly what methodology was used, often times there are hybrids between different methodologies. 318 Richard Ruiz Jr Manager P: 800-969-4DTA x 213 18201 Von Karman # 220 Irvine, CA 92612 richard@financedta.com Did we meet your expectations? From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, October 18, 2023 9:15 AM To: Richard Ruiz <richard@financedta.com>; Leni Zarate <Leni@financedta.com> Cc: Taylor, Brent <btaylor@slocity.org> Subject: Impact Fee Methodology Hi Richard, Thank you very much for walking the Police, Fire and Parks teams through the spreadsheets this week; it was helpful to understand the methodology. With that said, I wanted to know if it would be possible, and/or strenuous, if we could also see the plan-based methodology? I’m thinking into the future on how I’m going to explain why we switched from plan based in 2017’s fee study to service now, other than flexibility of fee use, especially with the police impact fee going down. I think it would be helpful for our internal teams and leadership to be able to compare both the service method you provided and plan based. What is the feasibility of that? And I apologize if it’s a huge lift of an ask. 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 319 C 805.540.0219 slocity.org Stay connected with the City by signing up for e-notifications Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world. To find out more, visit our website. 320 From:Richard Ruiz <richard@financedta.com> Sent:Wednesday, October 18, 2023 9:47 AM To:Bernstorff, Rebecca Cc:Leni Zarate Subject:Re: Impact Fee Methodology This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Rebecca Yes, we can do this, but we will need a "needs list' of the facilities to be built over the next 5 to 20 years from the City for each area. So, I can put together needs list templates to send you. They are pretty much like the transportation needs list but are specific to fire, police etc. In the meantime, let me look at your old plan to identify exactly what methodology was used, often times there are hybrids between different methodologies. Richard Ruiz Jr Manager P: 800-969-4DTA x 213 18201 Von Karman # 220 Irvine, CA 92612 richard@financedta.com Did we meet your expectations? To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.1 To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.2 To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.3 From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, October 18, 2023 9:15 AM To: Richard Ruiz <richard@financedta.com>; Leni Zarate <Leni@financedta.com> Cc: Taylor, Brent <btaylor@slocity.org> Subject: Impact Fee Methodology Hi Richard, To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet. 321 Thank you very much for walking the Police, Fire and Parks teams through the spreadsheets this week; it was helpful to understand the methodology. With that said, I wanted to know if it would be possible, and/or strenuous, if we could also see the plan-based methodology? I’m thinking into the future on how I’m going to explain why we switched from plan based in 2017’s fee study to service now, other than flexibility of fee use, especially with the police impact fee going down. I think it would be helpful for our internal teams and leadership to be able to compare both the service method you provided and plan based. What is the feasibility of that? And I apologize if it’s a huge lift of an ask. 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 Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. This email has been scanned for viruses and malware, and may have been automatically archived by Mimecast, a leader in email security and cyber resilience. Mimecast integrates email defenses with brand protection, security awareness training, web security, compliance and other essential capabilities. Mimecast helps protect large and small organizations from malicious activity, human error and technology failure; and to lead the movement toward building a more resilient world. To find out more, visit our website. 326 From:Bernstorff, Rebecca Sent:Wednesday, October 18, 2023 9:15 AM To:Richard Ruiz; Leni Zarate Cc:Taylor, Brent Subject:Impact Fee Methodology Follow Up Flag:Follow up Flag Status:Completed Hi Richard, Thank you very much for walking the Police, Fire and Parks teams through the spreadsheets this week; it was helpful to understand the methodology. With that said, I wanted to know if it would be possible, and/or strenuous, if we could also see the plan-based methodology? I’m thinking into the future on how I’m going to explain why we switched from plan based in 2017’s fee study to service now, other than flexibility of fee use, especially with the police impact fee going down. I think it would be helpful for our internal teams and leadership to be able to compare both the service method you provided and plan based. What is the feasibility of that? And I apologize if it’s a huge lift of an ask. 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 327 From:Taylor, Brent Sent:Wednesday, October 18, 2023 9:09 AM To:Vert, Nicole; Ellsworth, Melissa Cc:Bernstorff, Rebecca Subject:Prior Fee Study Hello – here is link for copy of prior fee study which calculated the current fees being charged. Police calculations start on page #42. Fire calculations start on page #48. Capital FaciliƟes Development Impact Fee Nexus Study 4.16.2018.pdf 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 1 Subject:Fee Study: Evaluation Team Check-in Location:Microsoft Teams Meeting Start:Tue 10/24/2023 11:00 AM End:Tue 10/24/2023 12:00 PM Show Time As:Tentative Recurrence:(none) Meeting Status:Not yet responded Organizer:Keller, Erin Required Attendees:Bernstorff, Rebecca; Harnett, Natalie; Nunez, Jacob; Pringle, Brendan; Taylor, Brent Call Handling Mode 2:2 Per Rebecca: Reconnect with the evaluation team and discuss the fee study. Folder: Fee Study There are some first-draŌ models to review added to this folder. ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: Download Teams | Join on the web Learn More | Meeting options ________________________________________________________________________________ 1 Subject:Fee Study: Evaluation Team Check-in Location:Microsoft Teams Meeting Start:Tue 11/7/2023 3:00 PM End:Tue 11/7/2023 4:00 PM Show Time As:Tentative Recurrence:(none) Meeting Status:Not yet responded Organizer:Keller, Erin Required Attendees:Bernstorff, Rebecca; Harnett, Natalie; Nunez, Jacob; Pringle, Brendan; Taylor, Brent Call Handling Mode 2:2 Rescheduled to 11/7 *Postponed due to first-draft reviews. Per Rebecca: Reconnect with the evaluation team and discuss the fee study. Folder: Fee Study There are some first-draŌ models to review added to this folder. ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: Download Teams | Join on the web Learn More | Meeting options ________________________________________________________________________________ 1 Subject:Cannabis Fees 2023 Location:Microsoft Teams Meeting Start:Thu 11/9/2023 3:00 PM End:Thu 11/9/2023 3:30 PM Show Time As:Tentative Recurrence:(none) Meeting Status:Not yet responded Organizer:Ellsworth, Melissa Required Attendees:Fuchs, Alex Hi Alex, I just wanted to reach out to see how the latest cannabis fees are being calculated, especially since we are going through a fee study right now. I reached out to Rebecca B., and she said you were still covering for Cannabis until they filled the position. She sent me the attached, and I need some help better understanding it. Thanks! ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting Download Teams | Join on the web Or call in (audio only) +1 209-645-4165,,642444431# United States, Stockton Phone Conference ID: 642 444 431# Find a local number | Reset PIN Learn More | Meeting options ________________________________________________________________________________ 1 From:Bernstorff, Rebecca Sent:Tuesday, November 7, 2023 2:58 PM To:Ellsworth, Melissa Subject:RE: User Fees - Cannabis Attachments:Cannabis Time Estimates- 10-25-2023.xlsx Hi Melissa, Alex is still covering for Cannabis until they fill that position. MGT is still in the process of updating the data, but this is the latest I have from them. 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: Ellsworth, Melissa <mellswor@slocity.org> Sent: Tuesday, November 7, 2023 2:08 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: User Fees - Cannabis Hi Rebecca, Who is now overseeing Cannabis Fees (the last person I remember it being was Fuchs)? I was wondering what their calculations were including for the User Fee Study. Melissa Ellsworth Senior Business Analyst Police Department 1042 Walnut Street, San Luis Obispo, CA 93401-2729 E mellswor@slocity.org T 805.781.7019 slocity.org 2 Stay connected with the City by signing up for e-notifications This e-mail, and any files transmitted with it, are intended only for the person or entity to which it is addressed and may contain confidential, protected, and/or privileged material. Any review, re-transmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient, is prohibited. If you received this in error, please contact the sender and delete the material from any computer. 1 Subject:SLO UF - Parks and Recreation 1st draft results Location:Microsoft Teams Meeting Start:Wed 11/15/2023 3:00 PM End:Wed 11/15/2023 4:00 PM Recurrence:(none) Meeting Status:Accepted Organizer:Cindy Sconce This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. I have aƩached 2 files: One is the model and I will be walking you through how the costs were built but you will want to foc us on the exec sum tab for the results. The other file breaks down the cost for each program so that you can see what labor costs, expenditures and other costs such as public works maintenance, faciliƟes costs or public works swim center costs were added. One area where I sƟll have some quesƟons is regarding the various individual applicaƟons at the very boƩom of the exec summary. Once we have the Ɵme esƟmates solid on those fees as well as the volume, we may need to adjust the staff’s overall percentages above so that we uƟlize them only 100%. I will explain during our meeƟng. I also was unsure as to where to allocate the drop in costs that are listed at the very bo Ʃom or the exec summary. I will walk you through both files but if you could do a preliminary review and flag areas where you have ques Ɵons that would be great. 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. ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting 2 Meeting ID: Download Teams | Join on the web Or call in (audio only) + Find a local number | Reset PIN Learn More | Meeting options ________________________________________________________________________________ 1 Subject:Canceled: Development Impact Fee Questions for DTA Location:Microsoft Teams Meeting Start:Wed 11/15/2023 1:00 PM End:Wed 11/15/2023 2:00 PM Show Time As:Free Recurrence:(none) Meeting Status:Not yet responded Organizer:Bernstorff, Rebecca Required Attendees:Whittington, Shane; Taylor, Brent; Leni Zarate; Richard Ruiz; Floyd, Aaron; Barcenas, Miguel Optional Attendees:Lehman, Chris; Boerman, Mychal; Aiello, Antonio Importance:High Call Handling Mode 2:2 ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: Download Teams | Join on the web Or call in (audio only) + Learn More | Meeting options ________________________________________________________________________________ ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting 2 Find a local number | Reset PIN Learn More | Meeting options ________________________________________________________________________________ _____________________________________________ From: Whittington, Shane <swhittin@slocity.org> Sent: Wednesday, November 8, 2023 3:26 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Taylor, Brent <btaylor@slocity.org> Cc: Floyd, Aaron <afloyd@slocity.org>; Barcenas, Miguel <MBarcena@slocity.org>; Lehman, Chris <clehman@slocity.org>; Boerman, Mychal <mboerman@slocity.org>; Aiello, Antonio <AAiello@slocity.org> Subject: [REVIEW REQUESTED] Development Impact Fee Questions for DTA Hey Rebecca and Brent! As discussed I am sending you my questions for DTA regarding the development impact fee calculations. I am including the UT team in case I missed anything. Please feel free to reach out if you had additional questions or concerns. Thank you again! 3 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 1 Subject:SLO UF - Public Works Cross Support on Engineering Fees Location:Microsoft Teams Meeting Start:Thu 11/16/2023 9:00 AM End:Thu 11/16/2023 9:30 AM Show Time As:Tentative Recurrence:(none) Meeting Status:Not yet responded Organizer:Bernstorff, Rebecca Required Attendees:Cindy Sconce; Horn, Matt Call Handling Mode 2:2 ________________________________________________________________________________ Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting Download Teams | Join on the web Or call in (audio only) + Find a local number | Reset PIN Learn More | Meeting options ________________________________________________________________________________ _____________________________________________ From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Wednesday, November 15, 2023 11:28 AM To: Bernstorff, Rebecca <rbernstorff@slocity.org> Cc: Horn, Matt <mhorn@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Thanks Rebecca. I am open from 9-10 and our meeting with Engineering is at 11 so if we can meet from 9-9:30 tomorrow that would be wonderful. 2 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. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Wednesday, November 15, 2023 11:07 AM To: Cindy Sconce <CSconce@mgtconsulting.com> Cc: Horn, Matt <mhorn@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, Our PW Director let me know that Manny is leaving the City, so he’s been a little detached in email responses as he wraps up his time here. Matt will help us fill in the missing pieces for PW. I’m thinking a quick 30 min call can resolve most questions – looking at Matt and my calendar, tomorrow are you available from 9am-11am? 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, November 14, 2023 2:59 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 3 Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Thank you Trae for filling in some of our blanks today. Manny, Trae mentioned that there are several fees that you work on as well. Would you mind taking a look at the attached spreadsheet and letting me know on average how much time you might spent on the fees listed? I’m sorry for the tight turn around time. We have a meeting Thursday to review the fee results with Engineering and are hoping we could receive your time estimates by COB Wed. 11/15. 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:55 PM To: Cindy Sconce <CSconce@mgtconsulting.com>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: Re: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Cindy, I’m already off work for today. I can do tomorrow 2:30 if that works for you? Get Outlook for iOS From: Cindy Sconce <CSconce@mgtconsulting.com> Sent: Monday, November 13, 2023 3:35:35 PM To: Christensen, Trae <tchristensen@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Subject: RE: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Trae Thank you so much for responding. If we can meet so that we can narrow down which fees you work on and how much time you typically spend that would be great. You will not need to list any time for anything you don’t work on. I am free today after 4 pm or tomorrow 10 am or anytime after 2 pm. Let me know and I can set up a Teams meeting. Thanks Trae 뤳륝륟률륡륞 Cindy Sconce (she/her/hers) Director, Performance Solutions Group 3600 American River Drive, Suite 150 CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 4 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. From: Christensen, Trae <tchristensen@slocity.org> Sent: Monday, November 13, 2023 3:23 PM To: Bernstorff, Rebecca <rbernstorff@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: [EXTERNAL]RE: SLO UF - Public Works Cross Support on Engineering Fees Hi Rebecca, Would it be best if I just called Cindy about this? There is a lot of this that does not relate to my inspections. Or I can also make time to meet about it tomorrow as well. Just let me know. Thank you. From: Bernstorff, Rebecca <rbernstorff@slocity.org> Sent: Monday, November 13, 2023 3:07 PM To: Christensen, Trae <tchristensen@slocity.org>; Guzman, Manuel <mguzman@slocity.org> Cc: Cindy Sconce <CSconce@mgtconsulting.com> Subject: RE: SLO UF - Public Works Cross Support on Engineering Fees Importance: High Hi @Christensen, Trae and @Guzman, Manuel - Let me know if you have any questions on this ask from our fee study consultant – Chase has been working on these numbers but if you need context in order to provide a response, please let me know. A meeting to go over everything may also be helpful to talk through and I can get that scheduled if need be. Thanks! Rebecca Rebecca Bernstorff pronouns she/her/hers Business Services and Administrative Manager Administration – Community Services Group E rbernstorff@slocity.org CAUTION: This email originated from outside of the organization. Exercise caution when opening attachments or clicking links, especially from unknown senders. 5 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: Wednesday, November 8, 2023 5:21 PM To: Christensen, Trae <tchristensen@slocity.org> Cc: Guzman, Manuel <mguzman@slocity.org>; Bernstorff, Rebecca <rbernstorff@slocity.org> Subject: SLO UF - Public Works Cross Support on Engineering Fees This message is from an External Source. Use caution when deciding to open attachments, click links, or respond. Hi Trae The City has been going through a fee study and I have been working with both Chase and Manny to determine their time spent on several of the fees. It looks like we have a handful of fees that are currently listed under the Engineering’s fee schedule that you may work on. I am attaching a spreadsheet that shows the list of the fees as well as what the time estimates were back in FY17 (the time is in hours). I am hoping that you can list your average time spent to provide the service under column Q. Since this is your first time seeing this information, I am happy to jump on a call and walk through the process with you and answer any questions you may have. I apologize for the tight turn around, but I am trying to wrap up these time estimates by Tuesday 11/14 if possible. We have a follow up meeting with Engineering on Thursday 11/16 and would like to include your time if possible. Thank you for any information you can provide. 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.