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HomeMy WebLinkAboutStaff Report 8437 City of Palo Alto (ID # 8437) Finance Committee Staff Report Report Type: Action Items Meeting Date: 9/19/2017 City of Palo Alto Page 1 Summary Title: Development Services Cost of Services Study Phase Two and Reserve Fund Policy Title: Discuss and Recommend the City Council Adopt an Ordinance Amending the Fiscal Year 2018 Municipal Fee Schedule to Reflect Development Services Cost of Services Study and a Reserve Fund Policy From: City Manager Lead Department: Development Services Department Recommendation Staff recommends that the Finance Committee recommend that the City Council adopt an ordinance (Attachment A) to adopt a reserve policy for the Development Services Department (Attachment B) and amend the Fiscal Year 2018 Municipal Fee Schedule to adjust the Development Services Municipal Fees (Attachment C), based on the completion of Phase Two of a Cost of Services Study. Executive Summary The Development Services Department (DSD) has completed Phase Two of a Cost of Services Study which analyzed construction project fees that are determined by the value of the project, otherwise known as valuation based fees. In addition to updating fees based on this study, DSD is recommending the implementation of a reserve policy to ensure operational continuity and provide City Council with alternative funding options during unpredictable financial periods. Background In 2015, the DSD retained the services of Capital Accounting Partners (CAP) to complete a cost of services study in two phases. This was the first cost of services study for development fees to come after the DSD was created in 2012 as an outcome of the City Manager’s “Development Center Blueprint” project. The goal of the project was to restructure and adopt a more holistic approach to integrated development review, permitting services, and staff coordination in order to improve organizational efficiencies and minimize unnecessary costs and delays to property owners and developers. DSD is made up of key representatives from various different departments including the Planning and Community Environment, Public Works, Utilities, and Fire Departments. DSD works closely with these departments to ensure efficient, predictable, and transparent compliance with all development related construction regulations. DSD is responsible for post entitlement activities on private property. It does not oversee or have authority over the entitlement phase of development or construction occurring within the City’s right of way such as streets or sidewalks. DSD does support construction of City facilities; however, these projects also pay fees for DSD services similar to city facilities paying for utilities. City of Palo Alto Page 2 A new cost of services study was prudent for several reasons. First, DSD is a relatively young City department with a new management structure. Second, DSD is using more technology solutions to provide services than the City previously had. Third, changes to the uniform building codes and the City’s local amendments (e.g. green building and electrical codes) have added new and complex functions to the DSD in recent years. Finally, in 2015, the City Council adopted a policy of full cost recovery for DSD services. CAP determined the cost of doing business for non-valuation based fees in Phase One and is now presenting the results of the valuation based fees and a reserve in Phase Two. Phase One was presented to the Finance Committee on November 15, 2016, where members discussed and recommended that the City Council adopt an ordinance amending the Development Services Department’s Municipal Fee Schedule. Committee members expressed concerns about the increase in fees as related to low income citizens, requested information about comparing the new fees to existing fees for a standard project and questioned if the some of the proposed fees were higher than the product or fixture, therefore leading to citizens to not request a permit. Committee members also briefly discussed the concept of a reserve policy but were reminded that the topic of reserve would return as part of the Phase Two. The Committee approved the staff recommendation with a 4-0 vote and advanced the recommendation to City Council. On December 12, 2016, the City Council held a public hearing to adopt the ordinance amending the Fiscal Year 2017 Municipal Fee Schedule to reflect the DSD cost of services study and the Fiscal Year 2017 annual adjustment. At this meeting, staff addressed the Committee’s concerns about support for fixed or low income citizens. Additionally, staff provided a standard service cost comparison using old fees versus new fees. Council members discussed the notion of the new fees being higher than the product or fixture, therefore leading to citizens to not request a permit. Council discussion also led to questions about the definitions of “project” vs. “maintenance” as well as about the impact of special event fees. With an 8-0 vote, Council adopted the ordinance to update the Fiscal Year 2017 Municipal Fee Schedule to adjust DSD municipal fees, based on the cost of services study and adjusted the annual inflator applied to municipal fees from Fiscal Year 2016 to Fiscal Year 2017, with the exception of fees that could impact community events. Council directed staff to return to the Finance Committee with a definition of a “project” versus “maintenance” and an analysis about the community (special event) fees. On June 19, 2017, staff advanced an informational report to City Council clarifying the definitions of “project” and “maintenance” based on the California Building Code. Additionally, staff informed City Council that the special event fees will not be adjusted and will be reviewed within the context of the Special Event Application process led by the Police Department. The staff reports from aforementioned meetings are attached. Discussion City Council’s action in 2016 implemented Phase One of the cost of services study. In this phase non- valuation based or “flat” fees were adopted and implemented in March 2017. The Phase One study conducted by CAP for non-valuation fees utilized an activity-based costing model to calculate the full cost of providing specific services. This methodology identified activities in DSD and assigned the cost of each activity with the resources to all services according to the consumption by each. The model assigned a direct and indirect cost to each fee and as a result, the fees were calculated at full cost recovery. This is in line with City Council’s May 18, 2015 adoption of the User Fee Recovery Level Policy. City of Palo Alto Page 3 Phase Two of the study targets the valuation based fees as well as recommends implementing a reserve fund for the DSD. Phase Two of Fee Study In February 2017, CAP began the Phase Two of the cost services study. The study recommends a more objective fee model based of the International Code Council (ICC) methodology of calculating fees as opposed to the current model, which allows the applicant discretion to provide the given valuation of a project. As noted in the attached report, “construction values can vary even though the cost to the City in providing plan check and inspection services may not. A traditional example is two custom built homes. They each have the same floor plan, the same number of bathrooms, kitchens, outlets, etc. One home is built by a builder of high end homes with the best fixtures available. The other home is built by a retired relative of the home owner, built with second tier materials and fixtures from the local big box store. Even though the two homes will require similar plan review and inspection services the two valuations will be wildly different and thus generate different fees to the City. Using the ICC table eliminates these differences and establishes a consistent valuation and therefore a consistent fee for similar projects.” The ICC calculates fees based on construction, occupancy type, and square footage provides more equity and consistency. The Phase Two study reviewed and updated the fee schedule; calculated the total cost of fee generating services; calculated the cost of plan check and inspection services from valuation based fees; reviewed valuation data to calculate the valuation multiplier; analyzed cost recovery levels; developed a cost model based on the current organizational structure; reviewed the results with staff; and provided recommendations or methodologies on how to adjust fees annually. DSD provided a year of budget expenditure data and nine months of project activity data to CAP to be used for analysis. Using that data along with the ICC table, CAP calculated the valuation based fees at full cost recovery. In addition, CAP did the calculation of fees that assumes a reserve as part of the department’s costs, equivalent to approximately three months of DSD’s operating expenses and built over a five year period. To further understand the methodology for calculating fees please refer to the attached ICC Building Valuation Data (Attachment D). Furthermore, in applying the new methodology to valuation based fees CAP conducted an analysis of existing non-valuation fees. This analysis led CAP to recommend new non-valuation fees which provides a more streamline service delivery. These fees are listed in Attachment C. Due to the creation of these fees and the reallocation of department overhead across the new fees, all non-valuation fees have been realigned. Additionally, similar to Phase One, Public Works related fees used the Questica Calculator methodology through the Office of Management and Budget and therefore no changes are being recommended to those rates at this time. Staff may bring forward additional fee changes during the Fiscal Year 2019 budget process. Moreover, staff is not recommending a change to the Business Registry Fee. Staff will return to City Council before December 31, 2017 with an update to the Business Registry program which may include fee changes. Finally with the recommended creation of a reserve, adjustments were made to all non-valuation fees to assist in recovering costs associated with the five year phase in of the reserve. Reserve Fund During the November 15, 2016 Finance Committee meeting, the idea of reserve for DSD was discussed. Committee members questioned the need given that DSD is within the General Fund and that the City of Palo Alto Page 4 General Fund maintains a reserve. Additionally, Committee members asked about the specific uses of a DSD reserve. When DSD was developed, the longer term goal was to transition the operations both centrally for a one-stop shop for customers, but also financially so that all activities would be supported by the revenues generated. This would potentially result in establishing a special revenue or enterprise fund. This type of fully cost recoverable operation would normally have a reserve as it would need to independently manage financials in both positive and negative cycles such as an economic downturn. Attached is the recommended DSD Reserve Fund Policy (Attachment B). The policy provides a target of 25 percent or three month operating reserve which is established by a five (5) percent fee increase over a five year period. This will create a balance of $3 to $4 million reserve. Reserves are the cornerstone of financial prudence and safety. In determining the need for a reserve, DSD conducted a risk assessment and benchmark research. The results of the risk assessment indicated that due to revenue volatility, a 25 percent reserve would provide operational continuity, financial flexibility, and leverage. For example a reserve would allow active continuous improvement programs to be completed or phased down in an organized fashion. Furthermore it will allow DSD to maintain highly skilled staff to ensure that key projects stay on schedule which correlates to earlier economic recovery. With respect to the benchmark research, the results indicated that 100% of government agencies surveyed have a reserve with one third having a dedicated development services reserve. Finally, a noteworthy element of DSD is the fact the department has a responsibility to provide services once an applicant submits a plan. Given the value of real estate in Palo Alto and the investment citizens and businesses make in their properties, management strongly believes in a dedicated DSD reserve. The reserve will ensure DSD continued service delivery during tough times. More importantly the reserve will further stabilize the General Fund to ensure City services and City Council priorities are managed in an even more orderly manner. Resource Impact The actions recommended in this report would increase the estimated revenue generated by the DSD valuation and non-valuation fees. Given the changing economic environment and the unknown potential impacts of the increases on activity levels (estimated to be minor), no adjustment to the budget is assumed. Revenue collections will be monitored and factored into the annual development of the budget as data is available and adjustments are found to be necessary. Environmental Review Adoption of an ordinance amending Development Services Municipal Fees is not a project for the purposes of the California Environmental Quality Act (CEQA) and therefore no environmental review is necessary. Attachments:  Attachment A - Ordinance of the Council of the City of Palo Alto to Update the Fiscal Year 2018 Municipal Fee Schedule to Adjust Development Services Department Fees  Attachment B - Reserve Fund Policy  Attachment C - Municipal Fee Schedule  Attachment D - International Code Council Building Valuation Data Table  Attachment E - Capital Accounting Partners - Fee Study City of Palo Alto Page 5  Attachment F - 6-19-17 Staff Report  Attachment G - 12-12-16 Staff Report  Attachment H - 11-15-16 Staff Report Not Yet Approved  1    Ordinance No. ____  Ordinance of the Council of the City of Palo Alto to Update the Fiscal Year 2018  Municipal Fee Schedule to Adjust Development Services Department Fees     The City Council of the City of Palo Alto does hereby ORDAIN as follows:    SECTION 1. Findings and declarations.    A. In 2016, the Development Services Department completed Phase I of a fee study to  update certain non‐valuation‐based fees for services, reserving an update of valuation‐based  fees for Phase II of the fee study.    B. In 2017, the Development Services Department completed Phase II of the fee study,  which recommended adjustments to the Department’s valuation‐based fees, the adoption of  an operating reserve, and associated changes.    C. On September 19, 2017, the Finance Committee reviewed the fee study and  recommended adoption of an ordinance updating Development Services Department fees in  accordance with the study’s recommendations, adjusted by the annual salary and benefits  adjustment of 5.5 percent.      SECTION 2. The Council of the City of Palo Alto adopts the Development Services  Department Reserve Fund Policy, as set forth in Exhibit “1” and incorporated herein by  reference.    SECTION 3. The Council of the City of Palo Alto adopts the changes to the Municipal  Fee Schedule as set forth in Exhibit "2" and incorporated herein by reference.  When effective,  such fees shall supersede any prior inconsistent fees charged by the Development Services  Department.    SECTION 4.  The amount of the new or increased fees and charges is no more than  necessary to cover the reasonable costs of the governmental activity, and the manner in which  those costs are allocated to a payer bears a fair and reasonable relationship to the payer's  burden on, or benefits received from, the governmental activity.     SECTION 5.   Fees in the Municipal Fee Schedule are for government services provided  directly to the payor that are not provided to those not charged. The amount of this fee does  not exceed the reasonable costs to the City of providing the services. Consequently, pursuant to  Art. XIII C, Section l(e)(2), such fees are not a tax.    SECTION 6.   Effective Date. The fee increases proposed for FY 2017 described in  Exhibit A shall become effective no sooner than sixty (60) days from the date of adoption of this  ordinance.   2                          SECTION 7. CEQA. The adoption of user fees is exempt from environmental review  under the California Environmental Quality Act (CEQA).  (See CEQA Guidelines Section 15273.)      INTRODUCED:     PASSED:     AYES:     NOES:    ABSENT:     ABSTENTIONS:    ATTEST:           ____________________________    ____________________________  City Clerk       Mayor    APPROVED AS TO FORM:    APPROVED:    ____________________________    ____________________________  Deputy City Attorney     City Manager            ____________________________  Director of Development Services            ____________________________          Director of Administrative Services  Page 1 of 2    Development Services Department  Reserve Fund Policy    Section 1. Purpose  The purpose of the Development Services Department Reserve Fund (DSDRF) is to build and  maintain an adequate level of unrestricted funds available to cover any unforeseen shortfalls  that arise outside of the regular budget planning process, as well as one‐time, nonrecurring  expenses that will build long‐term capacity The fund may not be used to create or hire new full  time benefited positions. The department intends for the operating reserve to be used and  replenished within a reasonable period of time. This policy will be implemented in conjunction  with the other financial policies of the City and is intended to support the goals and strategies  contained in those related policies and in strategic and operational plans.     Section 2. Definitions and Goals  The DSDRF is a designated fund set aside by action of the City Council. The target of the DSDRF  is equal to three (3) months of average recurring operating costs; with a range of 23 (minimum)  to 27 (maximum) percent with a target of 25 percent of average recurring operating cost.     The DSDRF is dynamic and will be reviewed and adjusted in response to internal and external  changes. In addition to calculating the actual reserve at the fiscal year‐end, the reserve fund  minimum, target and maximum can be adjusted by the Council as necessary each year during  the annual budget development process. These reserves will be reported to the Finance  Committee and City Council.  Section 3. Funding of Reserves  The DSDRF will be funded by a five (5) percent increase to all Development Services  Department fees as listed in the City’s Municipal Fee Schedule beginning in Fiscal Year 2018,  upon City Council approval, through Fiscal Year 2022. The City Council may, from time to time,  direct that a specific source of revenue be set aside for the DSDRF.   Section 4. Accounting for Reserves  The DSDRF will be recorded in the City’s accounting system and financial statements titled as  the Development Services Department Reserve Fund. The DSDRF will be maintained in  accordance with the City’s investment policy.    Section 5. Authority to Use the DSDRF  Authority to use the DSDRF will remain with the City Council. The City Manager will submit a  request to use the DSDRF to the City Council. The Director of Development Services  Department will prepare the report identifying the need for access to the DSDRF and confirm  that the use is consistent with the purpose of the reserves as described in this policy.  Determination of need requires analysis of the sufficiency of the current level of reserve funds,  the availability of any other sources of funds before using reserves, and evaluation of the time  period for which the funds will be required and replenished.         Page 2 of 2    Section 6. Fee or Rate Stabilization   DSDRF may be added to the Development Services Department revenue projections by action  of the City Council and held to manage the trajectory of future year rate increases.    Section 7. Reappropriation of DSDRF  At the end of each fiscal year the DSDRF will be reappropriated to the following fiscal year in  accordance with Palo Alto Municipal Code Section 2.28.090.     Section 8. Relationship to Other Policies  The City Manager maintains City Council approved policies, which may contain provisions that  affect the creation, sufficiency, and management of the DSDRF. It will be the responsibility of  the City Manager and Director of Administrative Services Officer to notify the Director of  Development Services if changes to city‐wide policies impact the DSDRF. These policies may be  City Council approved policies such as the Investment Policy or administrative policies within  the confines of the Municipal Code.    Section 9. Reporting, Monitoring and Review of Policy  The Director of Development Services is responsible for ensuring that the DSDRF is maintained  and used only as described in this policy. Upon approval of the use of DSDRF, the Director of  Development Services and the Director of Administrative Services will maintain records of the  use of funds and plan for replenishment. Staff will provide reports to the City Council within the  annual budget process, or sooner if warranted by internal or external events.                 Municipal Fee Schedule Proposed Fee Business Registry Fee $50.00 Technology Surcharge Note: This surcharge will be added to all fees in Development Services. 1.8% per fee A. $1.00 ‐ $1,000.00 Delete B. $1,000.01 ‐ $2,000.00 Delete C. $2,000.01 ‐ $25,000.00 Delete D. $25,000.01 ‐ $50,000.00 Delete E. $50,000.01 ‐ $100,000.00 Delete F. $100,000.01 ‐ $500,000.00 Delete G. $500,000.01 ‐ $1,000,000.00 Delete H. $1,000,000.01 and Up Delete Building Permit Fee Restructured to be 1.44% of Construction  Valuation based on the ICC Table I. Building Demolition Permit $498.00 J. Commercial Interior Non‐Structural Demolition Permit $179.00 Commercial and Multi‐Family Projects greater than or equal to $25,000.00 in  Valuation $305.00 See Above Current Fee $412.00 per permit $1,895.94 for the first $100,000.00 plus $10.63 for each additional $1,000.00 or  fraction thereof, to and including $500,000.00 $6147.94 for the first $500,000.00 plus $9.03 for each additional $1,000.00 or  fraction thereof, to and including $1,000,000.00 $10,662.94 for the first $1,000,000.00 plus $7.12 for each additional $1,000.00 or  fraction thereof If valuation exceeds $5,000,000.00, an alternative fee arrangement may be  established by the Chief Building Official to achieve full cost recovery. $431.00 (does not include C&D fees) per permit $196.00 (does not include C&D fees) per permit Construction & Demolition Building Permit Fees $73.00 Base Fee $73.00 for the first $1,000.00 plus $5.80 for each additional $100.00 or fraction thereof, to and including $2,000.00 $131.00 for the first $2,000.00 plus $26.53 for each additional $1,000.00 or fraction  thereof, to and including $25,000.00 $741.19 for the first $25,000.00 plus $19.69 for each additional $1,000.00 or  fraction thereof, to and including $50,000.00 $1,233.44 for the first $50,000.00 plus $13.25 for each additional $1,000.00 or  fraction thereof, to and including $100,000.00 DEVELOPMENT SERVICES Business Registry $50.00 per business Miscellaneous 1.8% of each transaction Building Municipal Fee Schedule Single Family and Two Family Projects greater than $25,000.00 and less than $75,000.00 in Valuations1 $163.00 Single Family and Two Family Projects greater than $75,000.00 in Valuation1 $210.00 A. Base Fee $115.00 B. New or Remodeled Square Footage Delete Air Conditioners $70.00 Busway, Power Duct, or Floor Duct Per Foot $58.00 Conditional Utility Agreement $236.00 Each Additional Meter $153.00 Fixtures, Switches, and Outlets $58.00 Lighting, Power and/or Control Panel Board, Switchboard Cabinet or Panel $70.00 Motor $58.00 Motor Generator $441.00 Range, Electric Clothes Dryer, or Water Heater $58.00 Service Conductor/Switch ‐ Greater than 800 amp $209.00 Service Conductor/Switch ‐ Less than 200 amp Delete Service Conductor/Switch ‐ Less than 800 amp $367.00 Special Circuit (Not Listed Herein)$58.00 Temporary Power Pole $58.00 Temporary Wiring for Construction $58.00 Commercial (Level 1 and 2)$357.00 plus $67.00 for each additional  station Commercial (Level 3 and 4)$426.00 plus $83 for each additional  station Residential (Level 1 and 2)$154.00 Residential (Level 3)$235.00 Commercial System (less than 10 kW)$557.00 Commercial System (10kW ‐ 49kW)$557.00 Commercial System (greater than 49kW)$748.00 Residential Systems (greater than 10kW)$357.00 $976.00 each $340.00 each $518.00 plus $102.00 for each additional station each $188.00 per station $264.00 per station Electrical Permits ‐ Photovoltaic Systems $600.00 each $901.00 each $181.00 each $75.00 each $75.00 each $75.00 each Electrical Permits ‐ Electrical Vehicle Charging Stations $427.00 plus $83.00 for each additional station $75.00 each $75.00 each $75.00 each $75.00 each $272.00 each $136.00 each $0.02 per square foot per square foot $91.00 per unit $75.00 each $265.00 each $75.00 each $75.00 each DEVELOPMENT SERVICES $172.00 per permit $252.00 per permit Electrical Permits $92.00 per permit Municipal Fee Schedule Residential Systems (less than 10kW)$165.00 Address Change $505.00 single; $244.00 each additional  All Other Publications $16.00 Construction/Maintenance Vehicles $80.00 Electric Service and Safety Inspection $197.00 Extension of Building Permit or Building Permit Application $79.00 Inspections and Investigations ‐ Outside Normal Business Hours Note: Inspections and investigations outside normal business hours (2‐ hour minimum). $369.00 per 1.5x OT Hour; $492.00 per  2.0x OT hour Inspections and Investigations ‐ Unclassified Note: Inspections and investigations for which no fee is specifically indicated (2‐hour  minimum). $246.00 Reactivation of Expired Building Permit ‐ All Others $222.00 Reactivation of Expired Building Permit ‐ Final Inspection Only $256.00 Reactivation of Expired Building Permit Application $156.00 Real Property Research Fee (1‐hour minimum)$229.00 Records Retention $6.00 per plan sheet Reinspection Fee ‐ Multi‐Family Residential and Non‐ Residential $137.00 Reinspection Fee ‐ Single Family Residential $76.00 each secondary inspection type;  $141.00 each primary inspection type per  Request for Release of Building Plans $77.00 Residential Inspection Guidelines Note: Available free online No Change Alterations and additions for single and multifamily > 1,000 sq ft $728.00 Alterations and additions for single family and multifamily < 1,000 sq ft and  increases conditioned space $441.00 If the project is over $100,000 Energy Star is required after 12 months of  occupancy $144.00$140.00 per review $247.00 each secondary inspection type; $315.00 each primary inspection type per  inspection $85.00 each $37.00 each Green Building $708.00 per review $429.00 per review 50% of original Building Permit Fee not to exceed the full cost to perform  remaining inspections as determined by the Chief Building Official $283.00 or 50% of original Building Permit Fee, whichever is less $211.00 per permit plus Plan Check Fees as applicable per permit $271.00 per hour $6.00 per plan sheet $315.00 each $18.00 each $81.00 per space per week. This includes FY 18 adjustment rate of 6%. $169.00 per hour $95.00 per application $408.00 per 1.5x OT Hour; $544.00 per 2.0x OT hour $254.00 per hour $91.00 each General & Miscellaneous Fees $399.00 single address; $192.00 each additional address DEVELOPMENT SERVICES Municipal Fee Schedule Landscape Inspection $190.00 Landscape Plan Review ‐ Non‐Residential & Multi‐Family $1,939.00 Landscape Plan Review ‐ Single Family Residential $1,193.00 Multi Family New Construction of 1‐3 (attached) units $949.00 Multi Family New Construction of 4 or More $1,523.00 New Commercial >50,000 SF $1,810.00 New Commercial 1,000 ‐ 25,000 SF $1,236.00 New Commercial 25,001 ‐ 50,000 SF $1,523.00 New Single Family $949.00 Tenant improvements, renovations or alterations > $200,000 in valuation (and  not triggered by a Calgreen Tier) $662.00 Tenant improvements, renovations or alterations > 5,000 SF Note: includes  replacement or alteration of at least two of the following: HVAC systems, building  envelope, hot water system, or lighting system and project greater than $200,000 $662.00 A. Base Fee $115.00 B. New or Remodeled Square Footage Delete Air Handlers up to and including 10,000 cfm $47.00 Boilers, Compressors and Absorption Systems: For the installation or  reloacation of each boiler or compressor up to 30 hp or each absorption  system up to and including 1,000,000 Btu/h $93.00 Boilers, Compressors, and Absorption Systems: For the installation or  relocation of each boiler or compressor exceeding 30 hp, or each absorption  system exceeding 1,000,000 Btu/h $93.00 Furnace, Flue and Associated Ducts $93.00 Miscellaneous Note: For each appliance or piece of equipment regulated by this code, but not classed  in other appliance categories, or for which no other fee is listed. $47.00 Process Piping System $46.00 Process Piping System ‐ Hazardous $47.00 Swimming Pool Heater $56.00 Ventilation and Exhaust $47.00$60.00 each Plan Review Fees $182.00 each $182.00 each $60.00 each $60.00 per permit $145.00 per permit $72.00 per permit $644.00 per review Mechanical Permits $92.00 per permit $0.02 per square foot $60.00 each $122.00 each $1761.00 per review $1202.00 per review DEVELOPMENT SERVICES $1481.00 per review $923.00 per review $644.00 per review $185.00 per inspection $1886.00 per review $1161.00 per review $923.00 per review $1481.00 per review Municipal Fee Schedule Additional Plan Review Note: Required by changes, additions, or revisions to plans including Alternative Means  and Methods (2‐hour minimum). For Elective (3rd party) and over‐the‐counter reviews  (half hour minimum). $191.00 Building Plan Check 75% Certified Access Specialist (CASp) Review/Consultation $367.00 Elective Plan Check 35% Fire and Life Safety Plan Check 54% Public Works Plan Check 44% Zoning Plan Check 35% A. Base Fee $115.00 B. New or Remodeled Square Footage Delete Atomospheric‐type vaccum Breakers $115.00 Backflow protective device other than atomospheric‐type $167.00 Gas Piping System $167.00 Industrial Waste Pretreatment Interceptor Note: Including trap and vent, except kitchen‐type grease interceptors functioning as  fixture traps $167.00 Medical Gas Piping System $167.00 Plumbing Fixtures Note: For each plumbing fixture on one trap or a set of fixtures on one trap (including  water, drainage piping, and backflow protection). $116.00 Plumbing Fixtures: For each building sewer $112.00 Rain Water Systems Delete Solar Hot Water System Note: Does not include Plan Check fee. $167.00 Storm Drain System $167.00 Swimming Pool $56.00 Water Heater, Vent or Other $84.00 Water Piping Note: Installation, alteration or repair of water piping, water treatment equipment or  both $84.00 Clotheswasher System $70.00 Complex System $167.00 Simple System $70.00 SB 1473 Fee $109.00 each $109.00 each Plumbing Permits ‐ Graywater Systems $91.00 each $217.00 plus plan review at cost $91.00 plus plan review at cost $91.00 each $145.00 each $91.00 each $217.00 each $217.00 each $72.00 each DEVELOPMENT SERVICES $109.00 each $217.00 each $217.00 each $217.00 each $217.00 each 45% of Building Permit fee 12% of Building Permit fee 30% of Building Permit fee Plumbing Permits $92.00 per permit per permit $0.02 per square foot $225.00 per hour 80% of Building Permit fee Actual cost of CASp Consultant plus 15% per hour. Restructured to a flat fee.  35% of Building Plan Check fee Municipal Fee Schedule A. $1.00 ‐ $25,000.00 Permit Valuation No change B. $25,001.00 ‐ $50,000.00 Permit Valuation No change C. $50,001.00 ‐ $75,000.00 Permit Valuation No change D. $75,001.00 ‐ $100,000.00 Permit Valuation No change E. Each $25,000.00 Increment or Fraction Thereof Above $100,000.00 No change F. Minimum No change Commercial No change Residential No change Certificate of Use and Occupancy $1,095.00 Certificate of Use and Occupancy ‐ Replacement $228.00 SB 1186 Mandated Fee Note: Does not include fees collected by the Fire Department. No change Temporary Occupancy Permit ‐ Multi‐Family Residential, Non‐Residential, and  Other Commercial $826.00 Temporary Occupancy Permit ‐ Single Family Residential and Commercial  Tenant Improvement less than 10,000 sq. ft. $606.00 Additional Non‐Residential Long‐Term (More than 5 days) Monthly No Change Dumpster, Container No Change Non‐Residential ‐ Single Day No Change Non‐Residential Long‐Term (More than 5 days)No Change Non‐Residential Short‐Term (Less than 5 days)No Change A. 101 ‐ 1,000 cubic yards No Change B. 1,001 ‐ 10,000 cubic yards No Change Public Works Engineering $197.00 for the first 100 cubic yards, plus $197.00 for each additional 100 cubic  yards or fraction thereof $1970.00 for the first 1,000 cubic yards plus $186.00 for each additional 1,000  cubic yards or fraction thereof Encroachment Permit $746.00 per month $310.00 each $1,249.00 each $2,039.00 each $1,466.00 each $123.00 each DEVELOPMENT SERVICES $1.00 each $673.00 each $498.00 each $1.00 minimum Strong Motion Instrument Program $28.00 per $100,000.00 permit valuation ($0.50 minimum) $13.00 per $100,000.00 permit valuation ($0.50 minimum) Use & Occupancy Permits $287.00 each $1.00 per valuation increment $2.00 per valuation increment $3.00 per valuation increment $4.00 per valuation increment Add $1.00 per valuation increment Municipal Fee Schedule C. 10,001 or more cubic yards No Change Tree Inspection for Private Development No Change Construction in Public Right‐of‐Way ($1.00 ‐ $5,999) Note: Including public or private subdivision streets No Change Construction in Public Right‐of‐Way ($6,000 ‐ $25,999) Note: Including public or private subdivision streets No Change Construction in Public Right‐of‐Way ($26,000 ‐ $100,999) Note: Including public or private subdivision streets No Change Construction in Public Right‐of‐Way ($101,000 +) Note: Including public or private subdivision streets No Change Storm Drain Plan Check Fee No Change Temporary Discharge to Storm Drain from Construction Site Dewatering No Change Additional Temporary Discharge to Storm Drain from Construction Site  Dewatering No Change Wet Season Construction Site Stormwater Inspection   Note: MRP requirement  for sites >1 acre and/or high priority (hillside, near creek, prior violation) No Change Emergency Response Fee ‐ Hazmat (PAMC 17.24.050)$350.00 Installation or Closure Without Approved Plans and/or Permits No Change Emergency Planning Guide No Change Long‐term Offsite Document Storage No Change Microfilm Copy/Print No Change Photographs No Change Fire $30.00 first print; $0.55 each additional print Hazardous Materials Classification Permits Up to $1,212.00 for each incident up to 100% cost recovery $275.00 ‐ $813.00 average fee range Documents $253.00 each $0.25 per page $3.25 per blueprint page; $0.30 per specification/ calculation page $4,093 per request to discharge $313.00 per week for the duration of dewatering activities DEVELOPMENT SERVICES $287.00 per month, charge monthly October through April Compliance Fees Permit Fees $712.00 per occurrence $712.00 + 8.8% of value greater than $6,000.00 $2472.00 + 10.8% of value greater than $26,000.00 10,572.00 + 9% of value greater than $100,000.00 $743.00 per project $3830.00 for the first 10,000 cubic yards plus $711.00 for each additional 10,000  cubic yard or fraction thereof Inspection Fees $139.00 per inspection Municipal Fee Schedule Compressed Gas $351.00 Corrosives $351.00 Cryogenic Fluid $351.00 Flammable and Combustible Liquids $351.00 Flammable Gas $351.00 Flammable Solids $351.00 Health Hazard (Liquids & Solids)$351.00 Liquefied Petroleum Gases $351.00 Organic Coatings $351.00 Organic Peroxides $351.00 Other Hazardous Materials ‐ Unclassified Note: Inspections and investigations for which no fee is specifically indicated (1‐hour  maximum) $351.00 Ovens ‐ Industrial Baking or Drying $351.00 Oxidizers (Liquids & Solids)$351.00 Oxidizing Gas $351.00 Pyrophoric Gas $351.00 Pyrophoric Materials (Liquids & Solids)$351.00 Pyrotechnical Special Effects Material $351.00 Radioactive Materials $351.00 Refrigeration Equipment $351.00 Spraying/Dipping $351.00 Tire Recapping/Tire Storage $1,397.00 Toxic, Highly Toxic, Moderately Toxic, Health Hazard Gas Note: Includes pesticides, fumigants, and etiologic agents. $351.00 Toxic, Highly Toxic, Moderately Toxic, Health Hazard Materials $351.00 Unstable Reactive Gas $351.00 Unstable Reactive Materials (Liquids & Solids)$351.00 Water Reactive Materials (Liquids & Solids)$351.00 Additional Approvals for Hazardous Materials Storage Permit Note: Additional  approval for permit to construct, temporary closure, permanent closure, otherwise  modify a hazardous materials storage facility. See CEQA for additional fees. $761.00 per occurrence plus $498.00 per  hour for time above two hours per  occurrence Business Plan (HMBP)$498.00 Late Fee for Hazardous Materials Storage Permit No Change $848.00 per occurrence plus $554.00 per hour for time above two hours per  occurrence $554.00 per location annually 25% of total Hazardous Material permit fee $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually Hazardous Materials Storage Permits $391.00 annually DEVELOPMENT SERVICES $391.00 annually $391.00 annually $391.00 annually $1,561.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually $391.00 annually Municipal Fee Schedule Level I Facility Note: Minimal storage as defined by having no hazardous materials over CFC permit  amounts as specified in CFC section 105. $351.00 Level II Facility Note: Quantities exceeding CFC permit threshold, but less than 50 gal., 500lbs or 200 cu.  ft. Category also includes dry cleaning, fixed medical gas, auto or aircraft repair, and  service stations. $703.00 Level III Facility Note: Quantities exceed 50 gal. 500lbs, or 200 cu. ft. and not categorized as Level II. $1,406.00 Petroleum Aboveground Storage Tank Note: Includes 2 hrs inspection time. $703.00 Provisional (6 Month)$703.00 Additional Inspection or Reinspection Fee $699.00 for up to 2 hours reinspection plus  $349.00 per hour (during business hours)  After Hours Inspection Fee Note: Fee for before or after normal business hours; weekends and holidays included.  Fee is to be paid in advance of inspection. $524.00 As‐Built Plan Check and Additional Work $699.00 Care Facility Inspection Including Fire Clearance $349.00 for facilities with 7‐25 clients;  $699.00 for facilities with more than 25  Christmas Tree Lot/Pumpkin Patch $349.00 High Rise Building ‐ Certificate of Compliance Note: Certificate of compliance inspection for each high rise building which is required  by state law to be inspected and certified annually as meeting minimum compliance  with applicable state of California fire and life safety standards for existing high rise  b ildi (CFC11143) $1456.00 annually for up to 4 hours;  $349.00 for each additional hour Outside Cooking Booths $524.00 Standby Fire Watch Note: Per person. $349.00 Use and Occupancy Fire Inspection $349.00 Additional Hours Over Plan Review/Inspection $249.00 Alternate Means and Methods Application Note: 2 hr maximum. $746.00 Appeals to Decisions $349.00 Consultation Fee $349.00 Hydrant Flow Fee $349.00$391.00 per occurrence Life Safety & Fire Protection $148.00 per inspection Investigations & Consultations $308.00 per hour $735.00 per application $391.00 per hour $391.00 per hour $390.00 for facilities with 7‐25 clients; $780.00 for facilities with more than 25  clients per inspection $391.00 each DEVELOPMENT SERVICES $1626.00 annually for up to 4 hours; $391.00 for each additional hour $210.00 each $391.00 per hour $782.00 annually $782.00 plus other hazardous materials classification permit fees if applicable.  Includes 2 hrs inspection time. Inspection Fees $781.00 for up to 2 hours reinspection plus $390.00 per hour (during business  hours) per inspection $585.00 per hour; 4 hour minimum $780.00 per review $391.00 annually per location. Includes 1 hr inspection time. $782.00 annually per location plus other hazardous materials classification permit  if applicable. Includes 2 hrs inspection time. $1565.00 annually per location plus other hazardous materials classification permit  if applicable. Includes 4 hrs inspection time. Municipal Fee Schedule Hydrant Installation/Modification ‐ Private $175.00 Automatic Fire Sprinkler Installation/Modification Note: Includes hydrostatic test $1543.00 for 1‐19 Sprinkler Heads;  $1,724.00 plus $3.00 per head for 20 or  Express Fire Protection Plan Check Fee No Change Fire Alarm System Installation and Modification $948.00 plus $21.00 a device or contract  point Fire and Life Safety Plan Check ‐ Commercial Note: Includes one inspection and reinspection. $0.54 Fire Prevention Inspection of Private Schools $699.00 Fire Protection and Fire Access Plan Review for New Single Family Dwellings  or Additions $773.00 Multifamily dwellings, hotels & motels 51‐100 units $699.00 Multifamily dwellings, hotels & motels greater than 100 units $1,048.00 Multifamily dwellings, hotels, motels 4‐50 Units $349.00 Other Automatic Fire Extinguishing System Note: Includes hood and duct, FM 200, Inergen, and C02. If a system has a release  panel, Fire Alarm fees apply as well. $948.00 Site Disaster Planning $349.00 Standpipe System ‐ Wet, Dry, or Combination $699.00 Temporary Certificate of Occupancy $757.00 Underground Fire Service Line Note: Includes 4 hrs of inspection and 1 hr of plan check $1,647.00 Verification of Fire Protection System Maintenance and Certification $64.00 Aerosol Products $437.00 Bowling Alley and Pin Refinishing Involving the use of Flammable Liquids $1,019.00 Candles and Open Flames in Assembly Areas $349.00 Carnivals and Fairs $1,456.00 Cellulose Nitrate Storage/Nitrate Film $102.00 Hot Work (Welding) Operations No Change Liquid or Gas‐Fueled Powered Equipment/Generator $349.00 Malls ‐ Covered $699.00 Occupant Load Increase ‐ Temporary Public Assembly $349.00 Open Burning $349.00 $113.00 annually $391.00 each $391.00 each $782.00 annually $391.00 each $391.00 each DEVELOPMENT SERVICES Specific Hazard Permits $488.00 annually $1,138.00 each $391.00 annually $189.00 each $1,090.00 per occurrence $390.00 per hour $780.00 per riser $377.00 per occurrence $1,870.00 per occurrence $88.00 annually The Fire and Life Safety Plan Review Fee is 45% of the Building Plan Check Fee and  is collected by the Building Division at the time an application of a Building Permit  is submitted. $780.00 annually $894.00 each $780.00 annually $1,170.00 annually $391.00 annually $195.00 per device $780.00 for 1‐19 Sprinkler Heads; $1,724.00 plus $4.80 per head for 20 or more  Sprinkler Heads $173.00 per occurrence $1090.00 plus $23.00 a device or contract point Municipal Fee Schedule Open Flame/Flame Producing Devices $349.00 Operate a Tank Vehicle to Transport Flammable/Combustible Liquids $495.00 Parade Float $351.00 Place of Assembly $703.00 Place of Public Assembly ‐ Temporary $349.00 Tent or Air Supported Structure Note: Tent or air‐supported structure having an area in excess of 200 sq. ft. or canopies  in excess of 400 sq. ft. Fee includes a public assembly permit of $125.00 for all tents. $734.00 Commercial & Residential windows, skylights and doors, New and alteration  (structural) (per 5) $279.00 Commercial & Residential windows, skylights and doors, New and alteration  (structural) (per 10) $140.00 Residential Reroof $279.00 Residential Reroof (overlay)$70.00 Commercial and multifamily reroof (first 5000 sf)$279.00 commercial and multifamily reroof (each additional 2500 sf)$70.00 Kitchen (non structural) per each $210.00 Bathroom (non structural) per each $279.00 Commercial & Residential Siding replacement or repair $140.00 commercial & Residential Stucco replacement or repair $210.00 Commercial doors, new and alteration (structural) per 5 doors $210.00 Commercial doors, new and alteration (structural) per 10 doors $140.00 Residential dry rot repair and replacement $70.00 Deck, new or repair up to 1000 sf $210.00 Deck, new or repair each additional 1000 SF $70.00 Sign permit $116.00 Residential and commercial window awnings (group of 5)$70.00 Cell Tower Equip $210.00 Building  New Fees $391.00 each $553.00 per vehicle $122.00 per hour $782.00 per occurrence $391.00 each $307.00 each Municipal Fee Schedule Utilities Handling Fee $116.00 Progress and partial inspections $56.00 Green Building ‐ Special Inspector applications and qualifications (internal  review) $395.00 Green Building ‐ Special Inspector applications and qualifications (renewal  update) $197.00 Special Inspections ‐ materials testing lab certification (up to 4 hours)$1,579.00 Miscellananeous Building ‐ base fee $115.00 Retaining Walls ‐ first 100 LF $93.00 Retaining Walls ‐ each additional  100 LF $46.00 Fees not listed above will either be based on an applicable hourly rate or at  the given valuation TCO fee for Vendors/Stock Occupancy (requires at least one additional  inspection $1,125.00 Emergency Responder Radio Coverage (testing) fee $492.00 Fire New Fee Certifications Building Valuation Data – AUGUST 2017 The International Code Council is pleased to provide the following Building Valuation Data (BVD) for its members. The BVD will be updated at six-month intervals, with the next update in February 2018. ICC strongly recommends that all jurisdictions and other interested parties actively evaluate and assess the impact of this BVD table before utilizing it in their current code enforcement related activities. The BVD table provides the “average” construction costs per square foot, which can be used in determining permit fees for a jurisdiction. Permit fee schedules are addressed in Section 109.2 of the 2015 International Building Code (IBC) whereas Section 109.3 addresses building permit valuations. The permit fees can be established by using the BVD table and a Permit Fee Multiplier, which is based on the total construction value within the jurisdiction for the past year. The Square Foot Construction Cost table presents factors that reflect relative value of one construction classification/occupancy group to another so that more expensive construction is assessed greater permit fees than less expensive construction. ICC has developed this data to aid jurisdictions in determining permit fees. It is important to note that while this BVD table does determine an estimated value of a building (i.e., Gross Area x Square Foot Construction Cost), this data is only intended to assist jurisdictions in determining their permit fees. This data table is not intended to be used as an estimating guide because the data only reflects average costs and is not representative of specific construction. This degree of precision is sufficient for the intended purpose, which is to help establish permit fees so as to fund code compliance activities. This BVD table provides jurisdictions with a simplified way to determine the estimated value of a building that does not rely on the permit applicant to determine the cost of construction. Therefore, the bidding process for a particular job and other associated factors do not affect the value of a building for determining the permit fee. Whether a specific project is bid at a cost above or below the computed value of construction does not affect the permit fee because the cost of related code enforcement activities is not directly affected by the bid process and results. Building Valuation The following building valuation data represents average valuations for most buildings. In conjunction with IBC Section 109.3, this data is offered as an aid for the building official to determine if the permit valuation is underestimated. Again it should be noted that, when using this data, these are “average” costs based on typical construction methods for each occupancy group and type of construction. The average costs include foundation work, structural and nonstructural building components, electrical, plumbing, mechanical and interior finish material. The data is a national average and does not take into account any regional cost differences. As such, the use of Regional Cost Modifiers is subject to the authority having jurisdiction. Permit Fee Multiplier Determine the Permit Fee Multiplier: 1. Based on historical records, determine the total annual construction value which has occurred within the jurisdiction for the past year. 2. Determine the percentage (%) of the building department budget expected to be provided by building permit revenue. 3. Example The building department operates on a $300,000 budget, and it expects to cover 75 percent of that from building permit fees. The total annual construction value which occurred within the jurisdiction in the previous year is $30,000,000. Permit Fee The permit fee is determined using the building gross area, the Square Foot Construction Cost and the Permit Fee Multiplier. Permit Fee = Gross Area x Square Foot Construction Cost X Permit Fee Multiplier Example Type of Construction: IIB Area: 1st story = 8,000 sq. ft. 2nd story = 8,000 sq. ft. Height: 2 stories Permit Fee Multiplier = 0.0075 Use Group: B 1. Gross area: Business = 2 stories x 8,000 sq. ft. = 16,000 sq. ft. 2. Square Foot Construction Cost: B/IIB = $165.19/sq. ft. 3. Permit Fee: Business = 16,000 sq. ft. x $165.19/sq. ft x 0.0075 = $19,823 Bldg. Dept. Budget x (%) Total Annual Construction Value Permit Fee Multiplier = $300,000 x 75% $30,000,000 Permit Fee Multiplier = = 0.0075 Important Points • The BVD is not intended to apply to alterations or repairs to existing buildings. Because the scope of alterations or repairs to an existing building varies so greatly, the Square Foot Construction Costs table does not reflect accurate values for that purpose. However, the Square Foot Construction Costs table can be used to determine the cost of an addition that is basically a stand-alone building which happens to be attached to an existing building. In the case of such additions, the only alterations to the existing building would involve the attachment of the addition to the existing building and the openings between the addition and the existing building. • For purposes of establishing the Permit Fee Multiplier, the estimated total annual construction value for a given time period (1 year) is the sum of each building’s value (Gross Area x Square Foot Construction Cost) for that time period (e.g., 1 year). • The Square Foot Construction Cost does not include the price of the land on which the building is built. The Square Foot Construction Cost takes into account everything from foundation work to the roof structure and coverings but does not include the price of the land. The cost of the land does not affect the cost of related code enforcement activities and is not included in the Square Foot Construction Cost. Square Foot Construction Costs a, b, c Group (2015 International Building Code) IA IB IIA IIB IIIA IIIB IV VA VB A-1 Assembly, theaters, with stage 233.95 225.89 220.42 211.39 198.92 193.15 204.70 181.63 174.97 A-1 Assembly, theaters, without stage 214.40 206.35 200.88 191.84 179.53 173.76 185.16 162.23 155.58 A-2 Assembly, nightclubs 182.86 177.56 173.06 166.05 156.54 152.22 160.22 141.73 136.94 A-2 Assembly, restaurants, bars, banquet halls 181.86 176.56 171.06 165.05 154.54 151.22 159.22 139.73 135.94 A-3 Assembly, churches 216.47 208.41 202.95 193.91 181.79 176.02 187.23 164.50 157.85 A-3 Assembly, general, community halls, libraries, museums 180.57 172.51 166.04 158.00 144.89 140.11 151.32 127.59 121.94 A-4 Assembly, arenas 213.40 205.35 198.88 190.84 177.53 172.76 184.16 160.23 154.58 B Business 186.69 179.79 173.86 165.19 150.70 145.02 158.70 132.31 126.48 E Educational 197.52 190.73 185.77 177.32 165.32 156.97 171.23 144.39 140.26 F-1 Factory and industrial, moderate hazard 111.86 106.71 100.58 96.68 86.77 82.81 92.61 72.75 68.09 F-2 Factory and industrial, low hazard 110.86 105.71 100.58 95.68 86.77 81.81 91.61 72.75 67.09 H-1 High Hazard, explosives 104.68 99.53 94.40 89.50 80.80 75.84 85.43 66.78 N.P. H234 High Hazard 104.68 99.53 94.40 89.50 80.80 75.84 85.43 66.78 61.12 H-5 HPM 186.69 179.79 173.86 165.19 150.70 145.02 158.70 132.31 126.48 I-1 Institutional, supervised environment 187.63 181.26 176.01 168.60 155.33 151.11 168.69 139.15 134.82 I-2 Institutional, hospitals 314.17 307.27 301.34 292.67 277.18 N.P. 286.18 258.79 N.P. I-2 Institutional, nursing homes 217.67 210.77 204.84 196.17 182.68 N.P. 189.68 164.29 N.P. I-3 Institutional, restrained 212.42 205.52 199.59 190.92 177.93 171.25 184.43 159.54 151.71 I-4 Institutional, day care facilities 187.63 181.26 176.01 168.60 155.33 151.11 168.69 139.15 134.82 M Mercantile 136.25 130.95 125.45 119.44 109.43 106.11 113.60 94.63 90.83 R-1 Residential, hotels 189.35 182.99 177.74 170.33 156.80 152.58 170.42 140.62 136.29 R-2 Residential, multiple family 158.84 152.48 147.23 139.81 127.05 122.83 139.91 110.87 106.54 R-3 Residential, one- and two-family d 148.17 144.14 140.42 136.90 131.89 128.41 134.60 123.40 116.15 R-4 Residential, care/assisted living facilities 187.63 181.26 176.01 168.60 155.33 151.11 168.69 139.15 134.82 S-1 Storage, moderate hazard 103.68 98.53 92.40 88.50 78.80 74.84 84.43 64.78 60.12 S-2 Storage, low hazard 102.68 97.53 92.40 87.50 78.80 73.84 83.43 64.78 59.12 U Utility, miscellaneous 80.38 75.90 71.16 67.61 60.99 57.00 64.60 48.23 45.92 a. Private Garages use Utility, miscellaneous b. For shell only buildings deduct 20 percent c. N.P. = not permitted d. Unfinished basements (Group R-3) = $21.00 per sq. ft. Capital Accounting Partners Page 1 Development Services Fee Study Restructuring Valuation Based Building Fees September 2017 CITY OF PALO ALTO Development Services Department CAPITAL ACCOUNTING PARTNERS, LLC Daniel B Edds, MBA, PMP 3570 Buena Vista Dr. Sacramento, Ca 95864 916.670.0001 2 Contents Development Services Department ........................................................................................................................... 3 Introduction and Scope ................................................................................................................................... 3 Restructuring Valuation Model ................................................................................................................ 3 Summary of Costing Methodologies ............................................................................................................... 4 Assuring Quality Results .................................................................................................................................. 7 Quantitative ............................................................................................................................................. 7 Qualitative ................................................................................................................................................ 7 Summary of Results ................................................................................................................................................ 9 General Observations of Building Valuations .................................................................................................. 9 Calculating the Cost of Valuation Based Fees ........................................................................................10 Summary of Results by Division or Work Unit ...............................................................................................11 Observations and Recommendations .....................................................................................................................12 Monitoring Revenues .............................................................................................................................12 Adjusting the Fee Schedule ....................................................................................................................12 Building Reserves ...................................................................................................................................12 3 Development Services Department The City’s Development Services Department is comprised of four divisions or functions: 1. Building; 2. Fire prevention; 3. Planning; and 4. Public works. Together, they form a valuable resource for home owners, businesses, contractors, developers, and citizens to build safe buildings that comply with the code requirements of the City. The long-term objective of the Department is to become an enterprise fund. Financially, this means that fees for its various services must be sufficient to recover the cost of the Department. Introduction and Scope This is phase two of a two phase project. The first phase reset the fee schedule to align with the California Building Code. In addition, we calculated the full cost of each flat fee as opposed to building fees that are calculated as a function of construction value. Phase two calculated the building fees that are a function of construction value. With additional changes in the fee schedule and the Department budget, all fees are impacted. Restructuring Valuation Model To date, the City has been calculating building fees as a function of provided or given construction value. This is a traditional model used by many jurisdictions nationally as well as in the State of California. However, construction values can vary even though the cost to the City in providing plan check and inspection services may not. A traditional example is two custom built homes. They each have the same floor plan, the same number of bathrooms, kitchens, outlets, etc. One home is built by a respected builder of high end homes with the best fixtures available. The other home is built by a retired relative of the home owner, built with second tier materials and fixtures from the local big box store. Even though the two homes will require similar plan review and inspection services the two valuations will be wildly different and thus generate different fees to the City. Another example is a remodel. In one remodel the home owner is contracting with a respected builder. In another the home owner is doing the work himself. Both remodeling projects are identically the same but the given valuation of construction will be very different. Using the ICC table eliminates these differences and establishes a consistent valuation and therefore a consistent fee for similar projects. The International Code Council (ICC) publishes an independent and standard set of valuations based on construction, occupancy type, and size. In effort to move away from using provided or given construction value as the method of calculating new construction building fees, the Department determined that using values from the ICC table was more equitable and would create fees that were more consistent. Therefore, a primary objective of this study was to restructure valuation based building fees from provided or given construction value to value as established by the ICC table. Changing valuations does not change revenues as a simple multiplier is calculated to generate a level of revenue that is consistent with City requirements. 4 This involved significant review of project data. For the last 12 months, the City has been collecting valuation data based on the ICC table. This was a requirement to the project. Therefore, the scope of this study included the following: • Review and update the fee schedule; • Calculate the total cost of fee generating services; • Calculate the cost of plan check and inspection services from valuation based fees; • Review valuation data to calculate the valuation multiplier; • Analyze cost recovery levels; • Develop a cost model based on the current organizational structure; • Review the results with staff; and • Provide recommendations or methodologies on how to adjust fees annually. Summary of Costing Methodologies Driver Based Costing Models Developing driver based costing models is a detailed and robust method of calculating the cost of a specific service. It is based on the principles of activity based costing so it seeks to understand cost at an operational level. This means it relies on understanding the time staff invests in core business processes to provide fee and non-fee services. This provides the ability to understand staff time and cost as each staff position participates in providing fee services. 5 Project Steps and Process Virtually all of our cost of service studies uses some form of a driver based costing model. The following is provided to give the reader an overall summary of the steps in created these models. Step 1: Collect Data – This first step involves discussions with staff to identify those positions within the department that provide and support direct services. It also involves collecting departmental budget and expenditure data, identifying the salary and benefits for each position, and identifying non-personnel expenditures, as well as any departmental and City wide overhead. Specifically, the steps involve the following: • Identifying staff positions – This includes identifying both position titles and names. • Calculating the number of productive hours – For each position, vacation time, sick leave, paid holidays, professional development (training), routine staff meetings, and daily work breaks are deducted from the standard 2,080 annual hours. The result is a range of hours available for each position on an annual basis. This range is typically 1,500 to 1,600 hours. Factors that influence this range are length of service with the jurisdiction and local policies for holiday and personal leave time. However, based on previous work with the City where the calculated number of productive hours was almost exactly 1600 hours, and at the request of the Office of Management and Finance, we set all positions at 1600 productive hours. • Identifying and allocating non-personnel costs – Costs for materials and supplies are allocated to the salary and benefits for each position. • Assigning any other expenses that are budgeted in other areas – There are often expenses that should be included with the total cost of services. Examples of such costs might include amortized capital expenses for vehicles and technology. • Identifying core business processes or activities – This step also involves discussions with staff to understand, at an operational level, the work of the operating unit. Core business processes used to provide services are identified and then defined by the tasks that are involved. Processes are also organized by direct and indirect categories: • Direct processes and activities – Those processes that directly contribute to the processing of an application or permit are first identified. Examples of a direct activity are permit intake, plan review, and building inspection. • Indirect processes and activities – Those processes that support, but do not directly apply to the processing of a specific application or permit. An example of an indirect activity is customer service or staff training to maintain certifications. Step 2: Building cost structures – This second step involves significant interaction with staff and the development of time estimates for both direct and indirect processes in each department. Specifically, this step is at the core of the analysis. There are four processes that comprise this step: • Gathering time estimates for direct processes – By interviewing staff in individual and group meetings, an estimate of time was assigned to each service by the process that is indicated. For the most part, the processes included three primary steps: • Permit intake; • Plan review; and 6 • Construction inspections. In this analysis, staff time is estimated and assigned to each step. The sum of all the process steps is the total time that is required to provide that specific service. • Assigning indirect and annual process time – An annual time estimate is gathered from staff for those indirect or support processes in which they are involved. These may include activities such as program administration, customer service, and department administration. These costs are allocated to all services proportionately to all services provided by the department. • Calculating fully loaded hourly rates and the cost of service – Once the total time for each direct and indirect service is estimated, the cost of service is calculated by using the fully loaded hourly rates for each staff member or position that is involved with the service. The fully loaded hourly rate for each employee is based on the employee's salary and benefit costs plus a share of non- personnel and City overhead costs divided by the employee's available work hours (i.e. 2,080 hours minus all leave hours). Thus, the direct and indirect cost by activity also includes departmental and Citywide overhead as well as non-labor costs. The source of City indirect costs and non-personnel costs is from the annual budget or cost allocation that has been established by the City. • Gathering activity or volume data – A critical element in the analysis is the number of times a given service is provided on an annual basis. This is critical data for three reasons: • It allows a calculated projection of current revenue based on current prices. This is compared with actual revenue to see if there is a close match as the data should match. 7 • It allows for a calculated projection of revenue at full cost. This is compared to actual expenditures to see if there is a close match as the data should match. • It allows for a calculation of total hours consumed. Hours consumed must closely match actual hours available. If any of the three calculations do not approximate actual numbers, then time estimates and/or volume data need to be re-evaluated. These are critical quality checks for costing accuracy. Step 3: Calculating the full cost of services – This third step calculates the full cost of service for each direct service in the department. In the previous step, the cost of service was calculated for each direct and indirect service. In this step, the cost layers are brought together to establish the full cost of service for a specific direct service, program, or activity. As previously mentioned the cost of each direct service is calculated. To determine the full cost of service, the cost of indirect services is allocated to each direct service. The indirect services costs are allocated to each direct service based on each direct services proportion of labor spent processing each permit and application. By summing the direct and allocated indirect costs and multiplying that by the activity data, a total cost of service is calculated for both an individual service and the operating unit as a whole. Step 4: Setting fees Based on any new, existing, or revised cost recovery policies, the recommended fees can be established. The recommended fees will be established based on City staff recommendations and Council discussion in the future. The fee analyses in this report are based on full cost recovery. Assuring Quality Results In our analysis we utilize both quantitative and qualitative tests for quality. Quantitative Our process incorporates substantial input from both individuals and groups. Our belief is that we get the best data from group interviews. For example, in determining how much time is required for any specific type of building inspection, we want to hear the perspective of an inspector, the supervisor, and the counter tech or project manager. Each will have a perspective. Each will contribute value to the estimate. When all perspectives agree, we have a good sense of confidence in our results. Qualitative We also utilize four qualitative measure of quality data. When each of these measures match and there are no major disagreements with the qualitative assessment, we have significant confidence in our results. These qualitative measures are: Quantitative Analysis Targeted Margin of Error 1) Budgeted expenses entering the cost models must equal total expenses accounted for in the costing model. 0% 2) Projected revenue from fees must closely match actual revenue from fees. + or – 5%-10% 8 3) Available staff time must be fully accounted for in the costing models. 0% 4) Total revenues from fees and contributions from the general fund or other sources must match total expenses. 0% 9 Valuations Total Job Cost (current valuation)394,166,970$ Total Valuation (Calculated from ICC Table)276,628,520$ Summary of Results Department Revenue Projection and Reserve Fund Calculations Based on our modeling we project a shortfall of revenue of $1,102,130 for fiscal year 2017-2018. Obviously, this will not build reserves to protect the Department from future economic cycles. Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) $ 14,077,204 $ 12,975,074 ($1,102,130) Based on discussions with staff a determination was made that the Department should target a 3-month operating expense to be held in reserve and to build this up over 5 years. This adds an additional $652,317 of revenue to meet both current operating expenses and building a reserve fund. Given Construction Value Vs. International Code Council (ICC) As stated earlier, (Introduction and Scope) the building plan check and inspection fees are based on a multiplier of project valuation. A major objective of the study was to calculate building permit and plan check fees based on an independent and objective assessment of value. This contrasts with the current method of calculating plan check and inspection fees based on given or construction value. The International Code Council (ICC) provides a valuation table for each of the major building projects and construction types. The formula is simple: total square footage X ICC multiplier = total valuation. For example, a 5,000 SF custom home is going to carry a value based on the ICC table of $563,250. This contrasts with construction value which can vary with construction materials, furnishings, quality and experience of the contractor and regional market forces. However, the cost to provide plan check and inspection services by the City do not change relative to these same market forces. Observations of Building Valuations Assessing the annual building valuation as defined by the ICC was a critical part of the project. The only way to calculate an accurate multiplier is to know total project valuation. To do this, Plan Reviewers tracked a second set of project data as part of their normal fee calculations. These additional data included: 1. Building occupancy type such as Assembly – theaters; Assembly – churches; Business; Mercantile, Residential homes; Storage facilities, etc. 2. Construction type; and 3. Construct size (square footage). These data gave us the ability to project forward a total annual valuation number based on the ICC table and thus determine a multiplier. We did not use an entire year of data as it was not available at the time of the analysis. However, the sample size was 9 months and over 900 data records, which should be sufficient sample size to determine annual valuation as defined by the ICC. The comparative results follow: 10 Fees Generate as a Percentage of the Permit Fee Total Valuations Target Revenue Required Sum Permit Values Required % Multplier Current Fee Total Plan Check Cost (from cost model, assumes reserves) 276,628,520$ 2,988,332$ 3,996,139$ 74.8%Varies Fire and Life Safety Plan Check (from cost model) *218,809,753$ 1,718,935$ 3,160,896$ 54%45% Public Works Plan Check (from cost model) *56,853,663$ 363,442$ 821,300$ 44.3%12% Zoning Plan Check (from cost model) *166,115,084$ 833,314$ 2,399,676$ 34.7%30% * Assumes build up of reserves Comprehensive Plan Update (base: per $1,000 of valuation)300,000$ 276,629$ 1.08$ 0.55$ As the reader can see, valuation based on a given job cost creates total valuations that are very different than using the ICC table. However, because both use a multiplier to calculate a fee, the critical number is not valuation but the multiplier. Calculating the Cost of Valuation Based Fees Calculating the correct multiplier is relatively simple. By knowing the annual valuation and by knowing the annual cost of inspection services we can calculate the correct multiplier. The following graphic illustrates: The multiplier of 1.45% is what creates the permit fee for inspection services or the permit cost. Therefore, when applied to the valuation of an individual project, a project with a $100,000 valuation creates a permit fee of $1,440. The building plan check fee is a function of the permit fee = 74.8%. Thus, the total permit and building plan check fee is $1,440 + (74.8% x $1,440) = $2,517. Four other fees are driven off the valuation and permit fee. These include: 1. Zoning plan check fee, (as a percentage of the building permit); 2. Fire and life safety plan check fee, (as a percentage of the building permit); 3. Public Works plan check fee, (as a percentage of the building permit); and 4. Comprehensive plan update fee, (as a cost per $1000 of valuation). The results follow: While the multipliers are increasing, it should be noted that valuations are, on average, going down. Therefore, it is difficult to say if the actual fee charged is going to change by a significant amount. Total Valuations Target Revenue Required Valuation (Permit) Multiplier Total Permit Cost (from cost model, assumes reserves) 276,628,520$ 3,996,139$ 1.44% 11 Fee Type Projected Fee Revenues at Full Cost (w/ reserves) Projected Revenues at Current Prices Difference (Potential New Revenue) Valuation Bldg Permit & Plan Check $ 6,984,471 $ 6,577,408 $ 407,062 Fire and Life Safety Plan Check $ 1,718,935 $ 1,057,088 $ 661,847 Public Works Plan Check $ 363,442 $ 193,838 $ 169,604 Zoning Plan Check $ 833,314 $ 983,696 ($150,382) Total Valuation $ 9,900,162 $ 8,812,030 $ 1,088,132 Non-Valuation Building Total 1,742,844$ 1,511,676$ $231,169 Construction & Demolition 162,203$ 167,487$ ($5,284) Mechanical 139,767$ 134,147$ $5,620 Plumbing 217,548$ 202,000$ $15,548 Electrical 421,572$ 367,170$ $54,402 Green Building 510,868$ 496,988$ $13,880 Use and Occupancy 290,886$ 143,884$ $147,002 Fire Prevention Total 1,704,096$ 1,850,605$ ($146,509) Public Works Total 645,585$ 569,596$ $75,989 Building Admin and Reinspection Fees 217,950$ 231,167$ ($13,217) Miscellaneous Building Fees 518,884$ 0$ $518,884 Total Resources Consumed $ 14,729,521 $ 12,975,074 $ 1,754,447 Summary of Results by Division or Work Unit The following graphic outlines various levels of recovery for each of the major work units within the Development Services Department. Project Revenues Based on Current Activity Levels 12 Observations and Recommendations Monitoring Revenues The fee schedule and the model of calculating fees is changing significantly. Therefore, we would strongly urge careful monitoring of revenues. The calculations of value require Project Coordinators to identify and input new data into the permitting system. In addition, for some projects, given value is the only way of calculating value. Therefore, care should be taken that revenues neither significantly exceed cost nor under recover costs. Our recommendation is that Development Services leadership and managers carefully monitor Project Coordinators during the early phases of adoption. In our view managers should be onsite and available for questions and assistance to support Project Coordinators. Adjusting the Fee Schedule Given the changes in structure we would recommend regular reviews to compare actual vs projected revenues and a report to Council if revenues are significantly out of scope with projections. This may require adjustments to fees during the fiscal year. In addition, we also recommend that fees be adjusted annually. For flat fees we recommend using a simple CPI type increase that is attached to the City’s labor cost. For example, if the labor cost for the City goes up by 2% then adjust each fee by 2%. This is the simplest and most common method of adjusting fees. It is our observation that the regulatory requirements change enough within three to five years that a comprehensive review of costs is then warranted. We understand that the City’s policy is to adjust fees annually based on changes to salaries and benefits. We would affirm this practice and find that those cities that do this, maintain better cost recovery levels over the long term. For the valuation based fees we would recommend adjusting the ICC multiplier each time the ICC table is adjusted or at a minimum, annually. This valuation table is adjusted by the ICC at regular intervals and we would highly recommend that these valuations be monitored and maintained. Building Reserves We regularly recommend 6-12 months of operating expenses as a reserve. Based on discussions with Department leadership and the Office of Finance and Management a decision was made to target 3 months of operating expenses as a reserve. This has been built into the fee models as part of the department's expenses. Based on our modeling, this should add $652,317 to the department's expenses in the first year. However, we would fully expect this to be even higher due to seasonal fluctuations in activity and larger projects requiring services across multiple years. 13 DEVELOPMENT SERVICES FEE TABLE The following table details the individual unit costs of each fee in the Department and provides annual revenue impacts for each fee and all fees collectively. Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES 1,165 Business Registry Fee per business -$ 50.00$ $50 -$ Building New Construction (Valuation Based Fees, Annual Revenues and Expenses)-$ Total Building Permit Costs/Revenue 1 2,200,076$ $1,631,970 $3,832,046 3,572,026.00$ ($260,020) Building Plan Review Fees 80% of Bldg Permit Fee 1 1,645,228$ $1,220,395 $2,865,623 2,997,912.25$ $132,289 Elective Plan Check 35% of current Bldg Plan Check -$ 7,470.00$ $7,470 Fire and Life Safety Plan Check 45% of Bldg Permit Fee 1 1,161,234$ $471,091 $1,632,324 1,057,087.57$ ($575,237) Public Works Plan Check 12% of Bldg Permit Fee 1 228,484$ $32,402 85,515.00$ $346,401 193,838.00$ ($152,563) Zoning Plan Check 30% of Bldg Permit Fee 1 685,066$ $97,152 $782,219 983,696.33$ $201,478 Residential Swimming Pools (includes strucural, mechanical, electrical)New 153$ $114 $267 ($267) Commercial and Multi Family Swimming Pools (includes strucural, mechanical, electrical)New 230$ $171 $401 ($401) -$ 1,217 I. Building Demolition Permit 177 274$ $203 $478 431.00$ ($47) 1,218 J. Commercial Interior Non-Structural Demolition Permit 39 98$ $73 $171 196.00$ $25 -$ -$ 1,207 Additional Plan Review per hour 117 105$ $78 $183 224.00$ $41 1,202 -$ -$ 1,208 Certified Access Specialist (CASp) Review/Consultation Hourly 202$ $150 $352 276.00$ ($76) 1,203 -$ -$ 1,204 Address change - single address 278$ $206 $485 399.00$ ($86) 1,206 Address change - each additional address 135$ $100 $234 192.00$ ($42) -$ -$ -$ -$ Construction & Demolition -$ 1,198 Commercial and Multi-Family Projects greater than or equal to $25,000.00 in Valuation per permit 89 168$ $124 $292 412.00$ $120 1,200 Single Family and Two Family Projects greater than $25,000.00 and less than $75,000.00 in Valuations per permit 18 90$ $66 $156 172.00$ $16 1,199 Single Family and Two Family Projects greater than $75,000.00 in Valuation per permit 71 116$ $86 $201 252.00$ $51 -$ Va l u a t i o n B a s e d F e e s ( A n n u a l Re v e n u e s a n d C o s t s ) -$ Capital Accounting Partners Page 1 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES ELECTRICAL PERMITS 1,228 Air Conditioners per unit 39 38$ $28 $67 91.00$ $24 1,230 -$ 1,226 Base Fee per permit 1,696 63$ $47 $111 92.00$ ($19) 1,240 Busway, Power Duct install, repair or replace per permit 20 32$ $24 $56 75.00$ $19 1,229 per permit -$ 1,249 Additional meter (groups of 5)per permit 2 84$ $63 $147 75.00$ ($72) 1,234 Fixtures, Switches, and Outlets (groups of 20 per permit 1,633 32$ $24 $56 75.00$ $19 1,241 Lighting, Power and/or Control Panel Board, Switchboard Cabinet or Panel per permit 43 38$ $28 $67 75.00$ $8 1,236 Motors per permit 13 32$ $24 $56 75.00$ $19 1,235 -$ 1,227 1,237 Range, Electric Clothes Dryer, or Water Heater per permit 2 32$ $24 $56 75.00$ $19 Installation of a generator New 40 243$ $180 $423 -$ ($423) 1,248 Service Conductor/Switch - Greater than 800 ampre per permit 2 115$ $85 $200 272.00$ $72 1,246 -$ 1,247 Service Conductor/Switch - Less than 800 ampre per permit 139 202$ $150 $352 181.00$ ($171) 1,238 Special Circuit (Not Listed Herein)per permit 26 32$ $24 $56 75.00$ $19 1,250 Temporary Power Pole per permit 149 32$ $24 $56 75.00$ $19 1,251 Temporary Wiring for Construction per permit 32$ $24 $56 75.00$ $19 -$ -$ Electrical Permits - Electrical Vehicle Charging Stations -$ -$ 1,232 Commercial (Level 1 and 2)17 196$ $146 $342 427.00$ $85 1,233 Commercial (Level 1 and 2) - each additional station 79 37$ $27 $64 83.00$ $19 1,233 Commercial (Level 3 and 4)1 235$ $174 $409 518.00$ $109 1,234 Commercial (Level 3 and 4) - each additional station 46$ $34 $79 102.00$ $23 1,231 Residential (level 1 & 2)per station 57 85$ $63 $147 188.00$ $41 Residential (level 3)129$ $96 $225 264.00$ $39 Electrical Permits - Photovoltaic Systems -$ -$ Residential System (less than 10 kw)127 91$ $68 $159 91.00$ ($68) 1,242 Residential System (greater than 10 kw)each 196$ $146 $342 340.00$ ($2) 1,243 Commercial System (less than 10 kW)each 307$ $227 $534 600.00$ $66 1,244 Commercial System (10kW - 49kW)each 3 307$ $227 $534 901.00$ $367 1,245 Commercial System (greater than 49kW)each 1 412$ $305 $717 976.00$ $259 MECHANICAL PERMITS Swimming Pool Heater 23 31$ $23 $53 72.00$ $19 1,254 Admin base fee 1,021 63$ $47 $111 92.00$ ($19) 1a -$ -$ Capital Accounting Partners Page 2 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES 1b Furnace, Flue and Associated Ducts 98 51$ $38 $89 182.00$ $93 1c -$ 1d -$ 2 -$ 3 -$ Boilers, Compressors, and Absorption Systems:-$ 4a Up to and including 30 HP, absorption system up to and including 100,000 Btu/h 51$ $38 $89 122.00$ $33 4b For the installation or relocation of each boiler or compressor exceeding 30 hp, or each absorption system exceeding 1,000,000 Btu/h 86 51$ $38 $89 182.00$ $93 4c -$ 4d -$ 4e -$ 5 Air handlers up to and including 10,000 cf per cfm…26$ $19 $45 60.00$ $15 -$ 7a Ventilation and exhaust 78 26$ $19 $45 60.00$ $15 7b -$ 7c -$ Miscellaneous -$ -$ 9 Each appliance or piece of equipment regulated by this code, but not classed in other appliance categories for which no other fee is listed in this table 26$ $19 $45 60.00$ $15 -$ -$ 10a 4 -$ 97.66$ $98 10b -$ 54.11$ $54 Process Piping System 26$ $19 $45 60.00$ $15 11a Process Piping System - Hazardous 26$ $19 $45 145.00$ $100 11b -$ 54.11$ $54 11c -$ 130.12$ $130 11d -$ 130.12$ $130 PLUMBING PERMITS - GRAY WATER SYSTEMS 1,266 Admin base fee 1,310 63$ $47 $111 92.00$ ($19) 1 Plumbing fixture on one trap or set of fixtures (set of 5)82 64$ $47 $111 91.00$ ($20) 2 For each building sewer 135 62$ $46 $107 145.00$ $38 3 -$ -$ 4 -$ 6 For each water heater, vent, or both 56 46$ $34 $80 109.00$ $29 7 Gas Piping System 142 92$ $68 $160 217.00$ $57 8 Gas Piping System Repair 46$ $34 $80 48.70$ ($31) Capital Accounting Partners Page 3 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES 9 Interceptor, including trap and vent 92$ $68 $160 217.00$ $57 10 Installation, alteration or repair of water piping, water treatment equip or both 1 46$ $34 $80 109.00$ $29 11 -$ 12 -$ 13A Atmospheric-type vacuum breakers 46$ $34 $80 109.00$ $29 13B -$ 14 Backflow protective device other than atmospheric-type (any size)78 92$ $68 $160 217.00$ $57 Plumbing Permits - Graywater Systems -$ -$ 1,271 Clothes washer System 38$ $28 $67 91.00$ $24 1,273 Complex System 1 92$ $68 $160 217.00$ $57 1,272 Simple System 3 38$ $28 $67 91.00$ $24 16 -$ 17 -$ 18 Medical Gas Piping Systems 92$ $68 $160 217.00$ $57 -$ -$ -$ -$ Solar hot water system 92.060$ 68.288$ 160.35$ 217.00$ $57 1,190 Storm drain system 92$ $68 $160 217.00$ $57 1,191 Swimming pool 31$ $23 $53 72.00$ $19 Use & occupancy Permits 1,187 Certificate of Use and Occupancy each 155 603$ $447 $1,050 287.00$ ($763) 1,188 Certificate of Use and Occupancy - Replacement each 125$ $93 $218 123.00$ ($95) 1,189 -$ -$ 1,186 Temporary Occupancy Permit - Multi-Family Residential, Non- Residential, and Other Commercial each 33 455$ $337 $792 673.00$ ($119) 1,185 Temporary Occupancy Permit - Single Family Residential and Commercial Tenant Improvement less than 10,000 sq. ft.each 155 334$ $247 $581 498.00$ ($83) -$ FIRE FEES Hazardous Materials Classification Permits -$ -$ 1,367 Compressed Gas annually 28 237$ $96 $334 391.00$ $57 1,363 Corrosives annually 54 237$ $96 $334 391.00$ $57 1,364 Cryogenic Fluid annually 42 237$ $96 $334 391.00$ $57 1,365 Flammable and Combustible Liquids annually 172 237$ $96 $334 391.00$ $57 1,368 Flammable Gas annually 28 237$ $96 $334 391.00$ $57 1,366 Flammable Solids annually 237$ $96 $334 391.00$ $57 1,373 Health Hazard (Liquids & Solids)annually 33 237$ $96 $334 391.00$ $57 1,381 Liquefied Petroleum Gases annually 10 237$ $96 $334 391.00$ $57 Capital Accounting Partners Page 4 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES 1,354 Organic Coatings annually 237$ $96 $334 391.00$ $57 1,374 Organic Peroxides annually 1 237$ $96 $334 391.00$ $57 1,355 Ovens - Industrial Baking or Drying annually 4 237$ $96 $334 391.00$ $57 1,375 Oxidizers (Liquids & Solids)annually 16 237$ $96 $334 391.00$ $57 1,369 Oxidizing Gas annually 34 237$ $96 $334 391.00$ $57 1,356 Parade Float per hour 237$ $96 $334 391.00$ $57 1,357 Place of Public Assembly per occurrence 475$ $193 $667 391.00$ ($276) 1,370 Pyrophoric Gas annually 1 237$ $96 $334 391.00$ $57 1,376 Pyrophoric Materials (Liquids & Solids)annually 4 237$ $96 $334 391.00$ $57 1,358 Pyrotechnical Special Effects Material annually 237$ $96 $334 391.00$ $57 1,377 Radioactive Materials annually 28 237$ $96 $334 391.00$ $57 1,359 Refrigeration Equipment annually 237$ $96 $334 391.00$ $57 1,360 Spraying/Dipping annually 17 237$ $96 $334 391.00$ $57 1,361 Tent or air-supported structure having an area in excess of 200 square feet; or canopies in excess of 400 square feet (includes a public assembly permit of $125.00 for all tents)each 496$ $201 $697 307.00$ ($390) 1,362 Tire Recapping/Tire Storage annually 944$ $383 $1,327 1,561.00$ $234 1,371 Toxic, Highly Toxic, Moderately Toxic, Health Hazard Gas annually 11 237$ $96 $334 391.00$ $57 1,378 Toxic, Highly Toxic, Moderately Toxic, Health Hazard Materials annually 38 237$ $96 $334 391.00$ $57 1,372 Unstable Reactive Gas annually 1 237$ $96 $334 391.00$ $57 1,379 Unstable Reactive Materials (Liquids & Solids)annually 237$ $96 $334 391.00$ $57 1,380 Water Reactive Materials (Liquids & Solids)annually 237$ $96 $334 391.00$ $57 Other Hazardous Materials - Unclassified 237$ $96 $334 391.00$ $57 Hazardouis Materials County Reimbursement -$ -$ Hazardous Materials Storage Permits -$ -$ 1,311 Additional Approvals for Hazardous Materials Storage Permit (first 2 hours)514$ $209 $723 848.00$ $125 1,312 Additional Approvals for Hazardous Materials Storage Permit (per hour for time above 2 hours)336$ $136 $473 554.00$ $81 1,308 Business Plan (HMBP)annually 234 336$ $136 $473 554.00$ $81 1,312 Late Fee for Hazardous Materials Storage Permit -$ -$ 1,305 Level I Facility 81 237$ $96 $334 391.00$ $57 1,306 Level II Facility 119 475$ $193 $667 782.00$ $115 1,307 Level III Facility 191 949$ $385 $1,335 1,565.00$ $230 1,309 Petroleum Aboveground Storage Tank annually 26 475$ $193 $667 782.00$ $115 Capital Accounting Partners Page 5 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES 1,310 Provisional (6 Month)475$ $193 $667 782.00$ $115 -$ -$ -$ -$ Fire Inspection Fees -$ -$ 1,313 Additional Resinspection Fee (up to 2 hours during normal business hours)150 472$ $191 $664 781.00$ $117 1,313 Additional Resinspection Fee (each additional hour)236$ $96 $332 390.00$ $58 1,314 After Hours Inspection Fee 354$ $144 $498 585.00$ $87 1,316 Care Facility annually -$ -$ 1,317 Care Facility Inspection Including Fire Clearance (7-14 clients)472$ $191 $664 390.00$ ($274) Care Facility Inspection Including Fire Clearance (more than 14 236$ $96 $332 780.00$ $448 1,315 Christmas Tree Lot/Pumpkin Patch each 236$ $96 $332 391.00$ $59 1,321 High Rise Building - Certificate of Compliance (annually up to 4 984$ $399 $1,382 1,626.00$ $244 1,322 High Rise Building - Certificate of Compliance (each additional hour))236$ $96 $332 391.00$ $59 1,318 Outside Cooking Booths each 354$ $144 $498 210.00$ ($288) 1,320 Standby Fire Watch or After Hours at Fire or Incident Scene per hour 236$ $96 $332 391.00$ $59 1,319 Use and Occupancy Fire Inspection per inspection 155 236$ $96 $332 148.00$ ($184) As-Built Plan Check and Additional Work each 75 472$ $191 $664 780.00$ $116 -$ -$ Investigations & Consultations -$ -$ 1,325 Additional Hours Over Plan Review/Inspection each 168$ $68 $237 308.00$ $71 1,323 Alternate Means and Methods Application per application 75 504$ $205 $709 735.00$ $26 1,324 Appeals to Decisions per hour 236$ $96 $332 391.00$ $59 1,322 Consultation Fee per hour 475 236$ $96 $332 391.00$ $59 1,328 -$ -$ 1,327 Hydrant Flow Fee per occurrence 75 236$ $96 $332 391.00$ $59 1,326 Site Disaster Planning per hour 236$ $96 $332 391.00$ $59 -$ -$ -$ -$ Life Safety & Fire Protection 1294A Automatic Fire Sprinkler Installation/Modification 1- 19 heads 1,043$ $423 $1,465 780.00$ ($685) 1,295 Automatic Fire Sprinkler Installation/Modification (plus per head)2$ $1 $3.32 4.80$ $1 Capital Accounting Partners Page 6 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES 1,301 Express Fire Protection Plan Check Fee 50% of usual fee -$ 173.00$ $173 1,296 Fire Alarm System Installation and Modification 641$ $260 $900 1,090.00$ $190 1,297 Fire Alarm System Installation and Modification (plus a device or contact point)14$ $6 $19.91 22.00$ $2 1,303 Fire Protection and Fire Access Plan Review for New Single Family Dwellings or Additions each 523$ $212 $735 894.00$ $159 1,298 Hydrant Installation/Modification - Private 118$ $48 $166 195.00$ $29 1,295 Other Automatic Fire Extinguishing System 641$ $260 $900 1,090.00$ $190 1,297 Standpipe System - Wet, Dry, or Combination 25 472$ $191 $664 780.00$ $116 1,300 Temporary Certificate of Occupancy per occurrence 511$ $207 $719 377.00$ ($342) 1,299 Underground Fire Service Line per 200LF of pipe (inspection, reinspection - 150 1,113$ $451 $1,564 1,870.00$ $306 1,304 Verification of Fire Protection System Maintenance and Certification annually 43$ $18 $61 88.00$ $27 Food truck permits 118$ $48 $166 210.00$ $44 Multifamily dwellings, hotels & motels -$ -$ 4-50 units 236$ $96 $332 391.00$ $59 51-100 units 472$ $191 $664 780.00$ Greater than 100 units 708$ $287 $995 1,170.00$ $175 Fire Prevention Inspection of Private Schools 472$ $191 $664 780.00$ $116 1294B Automatic Fire Sprinkler Installation/Modification 19+472$ $191 $664 1,724.00$ $1,060 Specific Hazard Permits -$ -$ 1,329 Aerosol Products annually 295$ $120 $415 488.00$ $73 1,330 -$ -$ 1,331 -$ -$ 1,332 Bowling Alley and Pin Refinishing Involving the use of Flammable each 688$ $279 $968 1,138.00$ $170 1,333 Candles and Open Flames in Assembly Areas annually 236$ $96 $332 391.00$ $59 1,334 Carnivals and Fairs each 984$ $399 $1,382 189.00$ ($1,193) 1,335 Cellulose Nitrate Storage/Nitrate Film annually 69$ $28 $97 113.00$ $16 1,337 -$ -$ 1,336 -$ -$ 1,338 -$ 1,339 -$ -$ 1,340 -$ -$ 1,341 Delete -$ 1,342 High-piled Combustible Storage Delete -$ -$ 1,343 Hot Work (Welding) Operations Delete -$ 391.00$ $391 1,349 Liquid or Gas-Fueled Powered Equipment each 236$ $96 $332 391.00$ $59 1,344 each -$ -$ Capital Accounting Partners Page 7 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES 1,350 annually -$ -$ 1,345 Malls - Covered annually 472$ $191 $664 782.00$ $118 1,351 Occupant Load Increase - Temporary Public Assembly each 236$ $96 $332 391.00$ $59 1,352 Open Burning each 236$ $96 $332 391.00$ $59 1,348 Open Flame/Flame Producing Devices each 236$ $96 $332 391.00$ $59 1,353 Operate a Tank Vehicle to Transport Flammable/Combustible Liquids annually 334$ $136 $470 553.00$ $83 1,347 Place of Public Assembly - Temporary each 236$ $96 $332 391.00$ $59 1,346 Temporary Kiosks -$ -$ Place of Assembly 236$ $96 782.00$ $782 Fire Miscellaneous Fees -$ -$ TCO fee for Vendors/Stock occupancy (Requires at least one additional inspection)250 760$ $308 $1,069 1,212.00$ $143 1,288 Emergency Response Fee - Hazmat (PAMC 17.24.050)Per hour 236$ $96 $332 369.00$ $37 1,289 Installation or Closure Without Approved Plans and/or Permits Fine -$ 275.00$ $275 Fire plans revision 76 -$ -$ Building Admin and Reinspection Fees 1,176 All Other Publications each -$ 16 $16 18.00$ $2 1,201 -$ -$ 1,172 Electric Service and Safety Inspection per hour 162$ $23 $185 169.00$ ($16) 1,181 Extension of Building Permit or Building Permit Application per application 31 65$ $9 $74 95.00$ $21 1,174 Inspections and Investigations - Outside Normal Business Hours (1.5xOThour)1 303$ $43 $346 408.00$ $62 1,175 Inspections and Investigations - Outside Normal Business Hours (2.0xOThour)52 404$ $57 $462 544.00$ $82 1,173 Inspections and Investigations - Unclassified per hour 202$ $29 $231 254.00$ $23 1,184 Reactivation of Expired Building Permit - All Others (50% Bldg permit fee)19 182$ $26 $208 -$ ($208) 1,183 Reactivation of Expired Building Permit - Final Inspection Only 16 211$ $30 $240 283.00$ $43 1,182 Reactivation of Expired Building Permit Application 16 128$ $18 $147 211.00$ $64 1,178 Real Property Research Fee (1-hour minimum)per hour 189$ $27 $215 271.00$ $56 1,177 Records Retention per plan sheet 20,234 5$ $1 $6 6.00$ $0 1,180 Reinspection Fee - Multi-Family Residential and Non-Residential each 2 113$ $16 $129 315.00$ $186 1,179 Reinspection Fee - Single Family Residential (each secondary inspection type)14 62$ $9 71$ 247.00$ $176 1,180 Reinspection Fee - Single Family Residential (each primary inspection type)116$ $16 132$ 315.00$ $183 Capital Accounting Partners Page 8 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES 1,171 Request for Release of Building Plans each 63$ $9 $72 85.00$ $13 1,175 Inspection Guidelines each -$ 37.00$ $37 Conditional Utility Agreement 187 194$ $27 $221 265.00$ $44 Emergency Responder Radio Coverage (testing) fee.25 405$ $57 $462 663.00$ $201 PUBLIC WORKS 1,166 Protected Tree Removal 56 459$ $65 $524 280.00$ ($244) 1,283 Grading: A. 101 - 1,000 cubic yards (first 101 CY)30 105$ $15 $120 197.00$ $77 1,284 Grading: A. 101 - 1,000 cubic yards (plus each additional 100 CY or fraction thereof)105$ $15 $120 197.00$ $77 1,284 Grading: B. 1,001 - 10,000 cubic yards (first 1000 CY)30 1,048$ $149 $1,196 1,970.00$ $774 1,285 Grading: B. 1,001 - 10,000 cubic yards (each additional CY or fraction thereof)105$ $15 $120 186.00$ $66 1,285 Grading: C. 10,001 or more cubic yards (first 10,000 CY)5 1,452$ $206 $1,658 3,838.00$ $2,180 1,286 Grading: C. 10,001 or more cubic yards (each additional 10,000 CY or fraction thereof)105$ $15 $120 711.00$ $591 248 Tree Inspection for Private Development per inspection 55 237$ $34 $270 139.00$ ($131) 1,287 -$ 1,288 Wet Season Construction Site Storm Water Inspection Per month 20 182$ $26 $208 ($208) 1,286 -$ 1,171 Dumpster, Container 40 156$ $22 $178 310.00$ $132 Bldg Non-residential single day Current 55 656$ $93 $749 1,249.00$ $500 Bldg Non-residential long-term (more than 5 days)25 761$ $108 $869 2,039.00$ $1,170 Bldg Non-residential long-term (less than 5 days)25 420$ $60 $480 1,466.00$ $986 Bldg Residential (encroachments)4 536$ $76 $612 501.00$ ($111) Bldg VTA Bus Shelter installation/relocation Hourly -$ 352.00$ $352 GREEN BUILDING FEES Bldg Alterations and additions for single and multifamily < 1,000 sq ft and increases conditioned space Residential 99 162$ $267 $429 429.00$ ($0) Bldg Alterations and additions for single and multifamily > 1,000 sq ft Residential 166 267$ $441 $708 708.00$ ($0) Bldg Multi Family New Construction of 1-3 (attached) Units 4 348$ $575 $923 923.00$ $0 Bldg Multi Family New Construction of 4 or more units Residential 559$ $923 $1,481 1,481.00$ ($0) Bldg New Single family and duplex Residential 7 348$ $575 $923 923.00$ $0 Bldg Tenant improvements, renovations, or alterations > 5,000 sq ft that includes replacement or alteration of at least two of the following: HVAC system, building envelope, hot water system, or lighting system and project value greater than $200,000.Non-Residential 34 243$ $401 $644 644.00$ $0 Capital Accounting Partners Page 9 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES Bldg C. Tenant improvements, renovations or alterations > $200,000 in valuation (and not triggered by a Calgreen Tier) Non-Residential 42 243$ $401 $644 644.00$ $0 Bldg If the project is over $100,000 Energy Star is required after 12 months of occupancy Non-Residential 53$ $87 $140 140.00$ $0 Bldg New commercial 1000 - 25,000 SF Non-Residential 21 453$ $749 $1,202 1,202.00$ ($0) Bldg New commercial 25,001-50,000 SF Non-Residential 559$ $923 $1,481 1,481.00$ ($0) Bldg New commercial >50,000 SF Non-Residential 664$ $1,097 $1,761 1,761.00$ $0 Bldg Landscape Review - plan review: Non-residential Non-Residential 60 706$ $1,180 $1,886 1,886.00$ ($0) Bldg Landscape Review - inspection Non-Residential 60 69$ $115 $185 185.00$ $0 Bldg Landscape Review - plan review SFR 80 434$ $726 $1,161 1,161.00$ $0 Bldg Landscape Review - inspection SFR 80 69$ $115 $185 185.00$ $0 Bldg Landscape Review - plan review Multifamily 10 706$ $1,180 $1,886 1,886.00$ ($0) Bldg Landscape Review - inspection Multifamily 10 69$ $115 $185 185.00$ $0 Bldg -$ -$ ADDITIONAL PUBLIC WORKS FEES Bldg Fence (encroachment permit)1 1,121$ $159 $1,280 191.00$ ($1,089) Bldg A. Constriction in public rght of way($1-$5,999)Base 130 364$ $52 $416 712.00$ $296 Bldg B. Constriction in public rght of way($6,000-$25,999)Base 50 364$ $52 $416 712.00$ $296 Bldg B. Constriction in public rght of way($6,000-$25,999) Plus 3.9% >$6,000 of value 50 491$ $70 5.85%($0) Bldg C. Constriction in public rght of way($26,000-$100,999)Base 36 1,221$ $173 $1,394 2,472.00$ $1,078 Bldg C. Constriction in public rght of way($26,000-$100,999) Plus 4.4% of value >$26,000 of value 36 1,830$ $260 4.5%($0) Bldg D. Constriction in public rght of way(>$101,000)Base 7 3,948$ $560 $4,508 10,572.00$ $6,064 Bldg D. Constriction in public rght of way(>$101,000) Plus 3.% >$101,000 of value 7 5,751$ $816 3.8%($0) Bldg -$ Bldg Improvement plan review Deposit -$ 1,171.00$ $1,171 Bldg -$ Bldg Temporary Discharge to Storm Drain from Construction Site 15 2,189$ $310 $2,499 ($2,499) Bldg Temporary Discharge to Storm Drain (per week of discharge); this is additional to other fee Current 150 151$ $112 $262 ($262) Capital Accounting Partners Page 10 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES Bldg Current -$ Bldg Current -$ Miscellaneous Building Fees 1 Commercial & Residential windows, skylights and doors, New and alteration (structural) (per 5)131 $153.43 $114 $267 ($267) 2 Commercial & Residential windows, skylights and doors, New and alteration (non-structural) (per 10)$76.72 $57 $134 ($134) 3 Residential Reroof 29 $153.43 $114 $267 ($267) 4 Residential Reroof (overlay)$38.36 $28 $67 ($67) 5 6 Commercial and multifamily reroof (first 5000 SF)15 $153.43 $114 $267 ($267) 7 Commercial and multifamily reroof (each additional 2500 SF)$38.36 $28 $67 ($67) 8 Kitchen (nonstructural) (per each)245 $115.07 $85 $200 ($200) 9 Bathroom (nonstructural) per each 267 $153.43 $114 $267 ($267) 10 Commercial & Residential Siding replacement or repair 33 $76.72 $57 $134 ($134) 11 Commercial & Residential Stucco replacement or repair 14 $115.07 $85 $200 ($200) 12 13 Technology Surcharge (revenue requirement)250,000 1.8%1.81% 14 15 Commercial doors, new and alteration (structural) (per 5 doors)$115.07 $85 $200 ($200) 16 Commercial door replacement (nonstructural) (per 10)$76.72 $57 $134 ($134) 17 Residential dry rot repair and replacement 11 $115.07 $85 $200 ($200) 18 $38.36 $28 $67 ($67) 19 Deck, new or repair up to 1000 SF 24 $115.07 $85 $200 ($200) 20 Deck, new or repair each additional 1000 SF $38.36 $28 $67 ($67) 21 Sign permit $63.93 $47 $111 ($111) 22 Work without a permit Twice Permit and Plan Review Fees 23 Residential and commercial window awnings (groups of 5)1 $38.36 $28 $67 ($67) 24 Cell Tower Equip New 14 $115.07 $85 $200 ($200) 25 Utilities handling fee $63.46 $47 $111 ($111) 26 Progress and partial inspections $30.69 $23 $53 ($53) 27 Consultation (per hour) 28 29 Certifications: Capital Accounting Partners Page 11 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name Unit/Notes Actual Work Volume Direct Cost Indirect Costs Other external costs Total Cost Assigned / Annual Revenues Current Fee / Revenue Unit Surcharge or (Subsidy) Unit Cost Summary BUILDING FEES 30 Green Building - Special inspector applications and qualifications (initial review)$217.39 $161 $379 ($379) 31 Green Building - Special inspector applications and qualifications (renewal/update)$108.70 $81 $189 ($189) 32 Special Inspections - materials testing lab certification (up to 4 hours)$869.57 $645 $1,515 ($1,515) 33 Special Inspections - materials testing lab certification (each additional hour)$217.39 $161 $379 ($379) 34 Miscellaneous Building - base fee 665 $63.46 $47 $111 ($111) 35 Retaining Walls - first 100 LF $51.14 $38 $89 ($89) 36 Retaining Walls - each additional 100 LF $25.57 $19 $45 ($45) 37 Fees not listed above will either be based on an applicable hourly rate or at the given valuation Capital Accounting Partners Page 12 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES 1,165 Business Registry Fee Building New Construction (Valuation Based Fees, Annual Revenues and Expenses) Total Building Permit Costs/Revenue Building Plan Review Fees Elective Plan Check Fire and Life Safety Plan Check Public Works Plan Check Zoning Plan Check Residential Swimming Pools (includes strucural, mechanical, electrical) Commercial and Multi Family Swimming Pools (includes strucural, mechanical, electrical) 1,217 I. Building Demolition Permit 1,218 J. Commercial Interior Non-Structural Demolition Permit 1,207 Additional Plan Review 1,202 1,208 Certified Access Specialist (CASp) Review/Consultation 1,203 1,204 Address change - single address 1,206 Address change - each additional address Construction & Demolition 1,198 Commercial and Multi-Family Projects greater than or equal to $25,000.00 in Valuation 1,200 Single Family and Two Family Projects greater than $25,000.00 and less than $75,000.00 in Valuations 1,199 Single Family and Two Family Projects greater than $75,000.00 in Valuation Va l u a t i o n B a s e d F e e s ( A n n u a l Re v e n u e s a n d C o s t s ) Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 1,165Business Registry Feeper business -$ 50.00$ $50 -$ -$ -$ -$ -$ Total Building Permit Costs/Revenue12,200,076$ $1,631,970 $3,832,046 3,572,026.00$ ($260,020)3,832,046$ $3,572,026 ($260,020)$164,093 $3,996,139 $3,996,139 Building Plan Review Fees11,645,228$ $1,220,395 $2,865,623 2,997,912.25$ $132,289 2,865,623$ $2,997,912 $132,289 $122,709 $2,988,332 $2,988,332 Elective Plan Check -$ 7,470.00$ $7,470 -$ 7,470.00$ $7,470 Fire and Life Safety Plan Check11,161,234$ $471,091 $1,632,324 1,057,087.57$ ($575,237)1,632,324$ $1,057,088 ($575,237)$86,611 $1,718,935 $1,718,935 Public Works Plan Check1228,484$ $32,402 85,515.00$ $346,401 193,838.00$ ($152,563)346,401$ $193,838 ($152,563)$17,041 $363,442 $363,442 Zoning Plan Check1685,066$ $97,152 $782,219 983,696.33$ $201,478 782,219$ $983,696 $201,478 $51,096 $833,314 $833,314 New153$ $114 $267 ($267)-$ $11 $279 New230$ $171 $401 ($401)-$ $17 $418 -$ -$ 1,217I. Building Demolition Permit177274$ $203 $478 431.00$ ($47)84,528$ $76,287 ($8,241)$20 $498 $88,147 1,218J. Commercial Interior Non-Structural Demolition Permit39 98$ $73 $171 196.00$ $25 6,676$ $7,644 $968 $7 $179 $6,962 -$ -$ -$ 1,207Additional Plan Reviewper hour117 105$ $78 $183 224.00$ $41 21,460$ $26,208 $4,748 $8 $191 $22,379 1,202 -$ -$ -$ 1,208Certified Access Specialist (CASp) Review/ConsultationHourly202$ $150 $352 276.00$ ($76)-$ $15 $367 1,203 -$ -$ -$ 1,204Address change - single address 278$ $206 $485 399.00$ ($86)-$ $21 $505 1,206Address change - each additional address 135$ $100 $234 192.00$ ($42)-$ $10 $244 -$ -$ -$ -$ -$ -$ Construction & Demolition-$ -$ 1,198per permit89168$ $124 $292 412.00$ $120 25,861$ $36,462 $10,601 $13 $305 $26,968 1,200per permit18 90$ $66 $156 172.00$ $16 2,760$ $3,044 $284 $7 $163 $2,879 1,199per permit71116$ $86 $201 252.00$ $51 14,258$ $17,842 $3,584 $9 $210 $14,868 -$ -$ -$ Capital Accounting Partners Page 13 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES ELECTRICAL PERMITS 1,228 Air Conditioners 1,230 1,226 Base Fee 1,240 Busway, Power Duct install, repair or replace 1,229 1,249 Additional meter (groups of 5) 1,234 Fixtures, Switches, and Outlets (groups of 20 1,241 Lighting, Power and/or Control Panel Board, Switchboard Cabinet or Panel 1,236 Motors 1,235 1,227 1,237 Range, Electric Clothes Dryer, or Water Heater Installation of a generator 1,248 Service Conductor/Switch - Greater than 800 ampre 1,246 1,247 Service Conductor/Switch - Less than 800 ampre 1,238 Special Circuit (Not Listed Herein) 1,250 Temporary Power Pole 1,251 Temporary Wiring for Construction Electrical Permits - Electrical Vehicle Charging Stations 1,232 Commercial (Level 1 and 2) 1,233 Commercial (Level 1 and 2) - each additional station 1,233 Commercial (Level 3 and 4) 1,234 Commercial (Level 3 and 4) - each additional station 1,231 Residential (level 1 & 2) Residential (level 3) Electrical Permits - Photovoltaic Systems Residential System (less than 10 kw) 1,242 Residential System (greater than 10 kw) 1,243 Commercial System (less than 10 kW) 1,244 Commercial System (10kW - 49kW) 1,245 Commercial System (greater than 49kW) MECHANICAL PERMITS Swimming Pool Heater 1,254 Admin base fee 1a Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 2,606$ $3,549 $943 $3 $70 $2,717 -$ 187,479$ $156,032 ($31,447)$5 $115 $195,507 1,114$ $1,500 $386 $2 $58 $1,161 -$ 294$ $150 ($144)$6 $153 $306 90,919$ $122,475 $31,556 $2 $58 $94,813 2,873$ $3,225 $352 $3 $70 $2,996 724$ $975 $251 $2 $58 $755 -$ -$ 111$ $150 $39 $2 $58 $116 16,908$ ($16,908)$18 $441 $17,632 401$ $544 $143 $9 $209 $418 -$ 48,962$ $25,159 ($23,803)$15 $367 $51,059 1,448$ $1,950 $502 $2 $58 $1,510 8,296$ $11,175 $2,879 $2 $58 $8,651 -$ $2 $58 -$ -$ 5,813$ $7,259 $1,446 $15 $357 $6,062 5,054$ $6,557 $1,503 $3 $67 $5,270 409$ $518 $109 $18 $426 $426 -$ $3 $83 8,401$ $10,716 $2,315 $6 $154 $8,761 -$ $10 $235 -$ 20,132$ $11,557 ($8,575)$7 $165 $20,994 -$ $15 $357 -$ $23 $557 1,602$ $2,703 $1,101 $23 $557 $1,670 717$ $976 $259 $31 $748 $748 1,229$ $1,656 $427 $2 $56 $1,282 112,863$ $93,932 ($18,931)$5 $115 $117,696 -$ -$ Capital Accounting Partners Page 14 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES 1b Furnace, Flue and Associated Ducts 1c 1d 2 3 Boilers, Compressors, and Absorption Systems: 4a Up to and including 30 HP, absorption system up to and including 100,000 Btu/h 4b For the installation or relocation of each boiler or compressor exceeding 30 hp, or each absorption system exceeding 1,000,000 Btu/h 4c 4d 4e 5 Air handlers up to and including 10,000 cf per cfm… 7a Ventilation and exhaust 7b 7c Miscellaneous 9 Each appliance or piece of equipment regulated by this code, but not classed in other appliance categories for which no other fee is listed in this table 10a 10b Process Piping System 11a Process Piping System - Hazardous 11b 11c 11d PLUMBING PERMITS - GRAY WATER SYSTEMS 1,266 Admin base fee 1 Plumbing fixture on one trap or set of fixtures (set of 5) 2 For each building sewer 3 4 6 For each water heater, vent, or both 7 Gas Piping System 8 Gas Piping System Repair Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 8,756$ $17,836 $9,080 $4 $93 $9,131 -$ -$ -$ -$ -$ -$ $4 $93 7,684$ $15,652 $7,968 $4 $93 $8,013 -$ -$ -$ -$ $2 $47 -$ 3,495$ $4,680 $1,185 $2 $47 $3,645 -$ -$ -$ -$ $2 $47 -$ -$ $391 $391 -$ -$ $2 $46 -$ $2 $47 -$ -$ -$ 144,810$ $120,520 ($24,290)$5 $115 $151,010 9,131$ $7,462 ($1,669)$5 $116 $9,522 14,467$ $19,575 $5,108 $5 $112 $15,087 -$ -$ 4,490$ $6,104 $1,614 $3 $84 $4,682 22,769$ $30,814 $8,045 $7 $167 $23,744 -$ $3 $84 Capital Accounting Partners Page 15 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES 9 Interceptor, including trap and vent 10 Installation, alteration or repair of water piping, water treatment equip or both 11 12 13A Atmospheric-type vacuum breakers 13B 14 Backflow protective device other than atmospheric-type (any size) Plumbing Permits - Graywater Systems 1,271 Clothes washer System 1,273 Complex System 1,272 Simple System 16 17 18 Medical Gas Piping Systems Solar hot water system 1,190 Storm drain system 1,191 Swimming pool Use & occupancy Permits 1,187 Certificate of Use and Occupancy 1,188 Certificate of Use and Occupancy - Replacement 1,189 1,186 Temporary Occupancy Permit - Multi-Family Residential, Non- Residential, and Other Commercial 1,185 Temporary Occupancy Permit - Single Family Residential and Commercial Tenant Improvement less than 10,000 sq. ft. FIRE FEES Hazardous Materials Classification Permits 1,367 Compressed Gas 1,363 Corrosives 1,364 Cryogenic Fluid 1,365 Flammable and Combustible Liquids 1,368 Flammable Gas 1,366 Flammable Solids 1,373 Health Hazard (Liquids & Solids) 1,381 Liquefied Petroleum Gases Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 -$ $7 $167 80$ $109 $29 $3 $84 $84 -$ -$ -$ $3 $84 -$ 12,507$ $16,926 $4,419 $7 $167 $13,043 -$ -$ $3 $70 160$ $217 $57 $7 $167 $167 200$ $273 $73 $3 $70 $209 -$ -$ -$ $7 $167 -$ -$ -$ -$ -$ -$ Solar hot water system92.060$ 68.288$ 160.35$ 217.00$ $57 -$ $7 $167 1,190Storm drain system 92$ $68 $160 217.00$ $57 -$ $7 $167 1,191Swimming pool 31$ $23 $53 72.00$ $19 -$ $2 $56 Use & occupancy Permits 1,187Certificate of Use and Occupancyeach155603$ $447 $1,050 287.00$ ($763)162,714$ $44,485 ($118,229)$45 $1,095 $169,682 1,188Certificate of Use and Occupancy - Replacementeach125$ $93 $218 123.00$ ($95)-$ $9 $228 1,189 -$ -$ -$ 1,186each33 455$ $337 $792 673.00$ ($119)26,152$ $22,209 ($3,943)$34 $826 $27,272 1,185each155 334$ $247 $581 498.00$ ($83)90,075$ $77,190 ($12,885)$25 $606 $93,933 -$ -$ FIRE FEES Hazardous Materials Classification Permits -$ -$ -$ 1,367Compressed Gasannually28 237$ $96 $334 391.00$ $57 9,343$ $10,948 $1,605 $18 $351 $9,839 1,363Corrosivesannually54 237$ $96 $334 391.00$ $57 18,018$ $21,114 $3,096 $18 $351 $18,974 1,364Cryogenic Fluidannually42 237$ $96 $334 391.00$ $57 14,014$ $16,422 $2,408 $18 $351 $14,758 1,365Flammable and Combustible Liquidsannually172 237$ $96 $334 391.00$ $57 57,392$ $67,252 $9,860 $18 $351 $60,437 1,368Flammable Gasannually28 237$ $96 $334 391.00$ $57 9,343$ $10,948 $1,605 $18 $351 $9,839 1,366Flammable Solidsannually 237$ $96 $334 391.00$ $57 -$ $18 $351 1,373Health Hazard (Liquids & Solids)annually33 237$ $96 $334 391.00$ $57 11,011$ $12,903 $1,892 $18 $351 $11,595 1,381Liquefied Petroleum Gasesannually10 237$ $96 $334 391.00$ $57 3,337$ $3,910 $573 $18 $351 $3,514 Capital Accounting Partners Page 16 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES 1,354 Organic Coatings 1,374 Organic Peroxides 1,355 Ovens - Industrial Baking or Drying 1,375 Oxidizers (Liquids & Solids) 1,369 Oxidizing Gas 1,356 Parade Float 1,357 Place of Public Assembly 1,370 Pyrophoric Gas 1,376 Pyrophoric Materials (Liquids & Solids) 1,358 Pyrotechnical Special Effects Material 1,377 Radioactive Materials 1,359 Refrigeration Equipment 1,360 Spraying/Dipping 1,361 Tent or air-supported structure having an area in excess of 200 square feet; or canopies in excess of 400 square feet (includes a public assembly permit of $125.00 for all tents) 1,362 Tire Recapping/Tire Storage 1,371 Toxic, Highly Toxic, Moderately Toxic, Health Hazard Gas 1,378 Toxic, Highly Toxic, Moderately Toxic, Health Hazard Materials 1,372 Unstable Reactive Gas 1,379 Unstable Reactive Materials (Liquids & Solids) 1,380 Water Reactive Materials (Liquids & Solids) Other Hazardous Materials - Unclassified Hazardouis Materials County Reimbursement Hazardous Materials Storage Permits 1,311 Additional Approvals for Hazardous Materials Storage Permit (first 2 hours) 1,312 Additional Approvals for Hazardous Materials Storage Permit (per hour for time above 2 hours) 1,308 Business Plan (HMBP) 1,312 Late Fee for Hazardous Materials Storage Permit 1,305 Level I Facility 1,306 Level II Facility 1,307 Level III Facility 1,309 Petroleum Aboveground Storage Tank Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 1,354Organic Coatingsannually 237$ $96 $334 391.00$ $57 -$ $18 $351 1,374Organic Peroxidesannually1 237$ $96 $334 391.00$ $57 334$ $391 $57 $18 $351 $351 1,355Ovens - Industrial Baking or Dryingannually4 237$ $96 $334 391.00$ $57 1,335$ $1,564 $229 $18 $351 $1,406 1,375Oxidizers (Liquids & Solids)annually16 237$ $96 $334 391.00$ $57 5,339$ $6,256 $917 $18 $351 $5,622 1,369Oxidizing Gasannually34237$ $96 $334 391.00$ $57 11,345$ $13,294 $1,949 $18 $351 $11,947 1,356Parade Floatper hour 237$ $96 $334 391.00$ $57 -$ $18 $351 1,357Place of Public Assembly per occurrence 475$ $193 $667 391.00$ ($276)-$ $35 $703 1,370Pyrophoric Gasannually1237$ $96 $334 391.00$ $57 334$ $391 $57 $18 $351 $351 1,376Pyrophoric Materials (Liquids & Solids)annually4 237$ $96 $334 391.00$ $57 1,335$ $1,564 $229 $18 $351 $1,406 -$ $18 $351 9,343$ $10,948 $1,605 $18 $351 $9,839 -$ $18 $351 5,672$ $6,647 $975 $18 $351 $5,973 -$ $37 $734 -$ $70 $1,397 1,371Toxic, Highly Toxic, Moderately Toxic, Health Hazard Gasannually11237$ $96 $334 391.00$ $57 3,670$ $4,301 $631 $18 $351 $3,865 12,680$ $14,858 $2,178 $18 $351 $13,352 334$ $391 $57 $18 $351 $351 -$ $18 $351 -$ $18 $351 -$ $18 $351 -$ -$ -$ $38 $761 -$ $25 $498 110,639$ $129,636 $18,997 $25 $498 $116,509 -$ 1,305Level I Facility81 237$ $96 $334 391.00$ $57 27,028$ $31,671 $4,643 $18 $351 $28,462 79,414$ $93,058 $13,644 $35 $703 $83,628 254,926$ $298,915 $43,989 $71 $1,406 $268,452 17,351$ $20,332 $2,981 $35 $703 $18,272 Capital Accounting Partners Page 17 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES 1,310 Provisional (6 Month) Fire Inspection Fees 1,313 Additional Resinspection Fee (up to 2 hours during normal business hours) 1,313 Additional Resinspection Fee (each additional hour) 1,314 After Hours Inspection Fee 1,316 Care Facility 1,317 Care Facility Inspection Including Fire Clearance (7-14 clients) Care Facility Inspection Including Fire Clearance (more than 14 1,315 Christmas Tree Lot/Pumpkin Patch 1,321 High Rise Building - Certificate of Compliance (annually up to 4 1,322 High Rise Building - Certificate of Compliance (each additional hour)) 1,318 Outside Cooking Booths 1,320 Standby Fire Watch or After Hours at Fire or Incident Scene 1,319 Use and Occupancy Fire Inspection As-Built Plan Check and Additional Work Investigations & Consultations 1,325 Additional Hours Over Plan Review/Inspection 1,323 Alternate Means and Methods Application 1,324 Appeals to Decisions 1,322 Consultation Fee 1,328 1,327 Hydrant Flow Fee 1,326 Site Disaster Planning Life Safety & Fire Protection 1294A Automatic Fire Sprinkler Installation/Modification 1- 19 heads 1,295 Automatic Fire Sprinkler Installation/Modification (plus per head) Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 -$ $35 $703 -$ -$ -$ -$ -$ -$ -$ 99,531$ $117,150 $17,619 $35 $699 $104,812 -$ $18 $349 -$ $26 $524 -$ -$ $35 $699 -$ $18 $349 -$ $18 $349 -$ $73 $1,456 -$ $18 $349 -$ $26 $524 -$ $18 $349 51,424$ $22,940 ($28,484)$18 $349 $54,153 49,766$ $58,500 $8,734 $35 $699 $52,406 -$ -$ -$ $13 $249 53,160$ $55,860 $2,700 $38 $746 $55,980 -$ $18 $349 157,591$ $185,725 $28,134 $18 $349 $165,953 -$ 24,883$ $29,716 $4,833 $18 $349 $26,203 -$ $18 $349 -$ -$ -$ $78 $1,543 -$ $0 $3 Capital Accounting Partners Page 18 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES 1,301 Express Fire Protection Plan Check Fee 1,296 Fire Alarm System Installation and Modification 1,297 Fire Alarm System Installation and Modification (plus a device or contact point) 1,303 Fire Protection and Fire Access Plan Review for New Single Family Dwellings or Additions 1,298 Hydrant Installation/Modification - Private 1,295 Other Automatic Fire Extinguishing System 1,297 Standpipe System - Wet, Dry, or Combination 1,300 Temporary Certificate of Occupancy 1,299 Underground Fire Service Line 1,304 Verification of Fire Protection System Maintenance and Certification Food truck permits Multifamily dwellings, hotels & motels 4-50 units 51-100 units Greater than 100 units Fire Prevention Inspection of Private Schools 1294B Automatic Fire Sprinkler Installation/Modification 19+ Specific Hazard Permits 1,329 Aerosol Products 1,330 1,331 1,332 Bowling Alley and Pin Refinishing Involving the use of Flammable 1,333 Candles and Open Flames in Assembly Areas 1,334 Carnivals and Fairs 1,335 Cellulose Nitrate Storage/Nitrate Film 1,337 1,336 1,338 1,339 1,340 1,341 1,342 High-piled Combustible Storage 1,343 Hot Work (Welding) Operations 1,349 Liquid or Gas-Fueled Powered Equipment 1,344 Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 -$ -$ $48 $948 -$ $1 $21 -$ $39 $773 -$ $9 $175 -$ $48 $948 16,589$ $19,500 $2,911 $35 $699 $17,469 -$ $38 $757 234,590$ $280,500 $45,910 $83 $1,647 $247,038 -$ $3 $64 -$ $9 $175 -$ -$ $18 $349 -$ $35 $699 -$ $53 $1,048 -$ $35 $699 -$ $35 $699 -$ -$ $22 $437 -$ -$ -$ $51 $1,019 -$ $18 $349 -$ $73 $1,456 -$ $5 $102 -$ -$ 1,338 -$ -$ -$ -$ -$ -$ -$ -$ $18 $349 -$ Capital Accounting Partners Page 19 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES 1,350 1,345 Malls - Covered 1,351 Occupant Load Increase - Temporary Public Assembly 1,352 Open Burning 1,348 Open Flame/Flame Producing Devices 1,353 Operate a Tank Vehicle to Transport Flammable/Combustible Liquids 1,347 Place of Public Assembly - Temporary 1,346 Temporary Kiosks Place of Assembly Fire Miscellaneous Fees TCO fee for Vendors/Stock occupancy (Requires at least one additional inspection) 1,288 Emergency Response Fee - Hazmat (PAMC 17.24.050) 1,289 Installation or Closure Without Approved Plans and/or Permits Fire plans revision Building Admin and Reinspection Fees 1,176 All Other Publications 1,201 1,172 Electric Service and Safety Inspection 1,181 Extension of Building Permit or Building Permit Application 1,174 Inspections and Investigations - Outside Normal Business Hours (1.5xOThour) 1,175 Inspections and Investigations - Outside Normal Business Hours (2.0xOThour) 1,173 Inspections and Investigations - Unclassified 1,184 Reactivation of Expired Building Permit - All Others (50% Bldg permit fee) 1,183 Reactivation of Expired Building Permit - Final Inspection Only 1,182 Reactivation of Expired Building Permit Application 1,178 Real Property Research Fee (1-hour minimum) 1,177 Records Retention 1,180 Reinspection Fee - Multi-Family Residential and Non-Residential 1,179 Reinspection Fee - Single Family Residential (each secondary inspection type) 1,180 Reinspection Fee - Single Family Residential (each primary inspection type) Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 -$ -$ $35 $699 -$ $18 $349 -$ $18 $349 -$ $18 $349 -$ $25 $495 -$ $18 $349 -$ -$ $18 $18 -$ 267,165$ $303,000 $35,835 $57 $1,125 $281,340 -$ $18 $349 -$ -$ -$ $16 -$ 1,172Electric Service and Safety Inspectionper hour 162$ $23 $185 169.00$ ($16)-$ $12 $197 2,293$ $2,945 $652 $5 $79 $2,442 346$ $408 $62 $23 $369 $369 24,015$ $28,288 $4,273 $30 $492 $25,584 -$ $15 $246 3,958$ ($3,958)$14 $222 $4,216 3,846$ $4,528 $682 $16 $256 $4,097 2,344$ $3,376 $1,032 $10 $156 $2,497 -$ $14 $229 113,606$ $121,404 $7,798 $0 $6 $121,027 257$ $630 $373 $8 $137 $274 997$ $3,458 $2,461 $5 $76 $1,062 -$ $9 $141 Capital Accounting Partners Page 20 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES 1,171 Request for Release of Building Plans 1,175 Inspection Guidelines Conditional Utility Agreement Emergency Responder Radio Coverage (testing) fee. PUBLIC WORKS 1,166 Protected Tree Removal 1,283 Grading: A. 101 - 1,000 cubic yards (first 101 CY) 1,284 Grading: A. 101 - 1,000 cubic yards (plus each additional 100 CY or fraction thereof) 1,284 Grading: B. 1,001 - 10,000 cubic yards (first 1000 CY) 1,285 Grading: B. 1,001 - 10,000 cubic yards (each additional CY or fraction thereof) 1,285 Grading: C. 10,001 or more cubic yards (first 10,000 CY) 1,286 Grading: C. 10,001 or more cubic yards (each additional 10,000 CY or fraction thereof) 248 Tree Inspection for Private Development 1,287 1,288 Wet Season Construction Site Storm Water Inspection 1,286 1,171 Dumpster, Container Bldg Non-residential single day Bldg Non-residential long-term (more than 5 days) Bldg Non-residential long-term (less than 5 days) Bldg Residential (encroachments) Bldg VTA Bus Shelter installation/relocation GREEN BUILDING FEES Bldg Alterations and additions for single and multifamily < 1,000 sq ft and increases conditioned space Bldg Alterations and additions for single and multifamily > 1,000 sq ft Bldg Multi Family New Construction of 1-3 (attached) Units Bldg Multi Family New Construction of 4 or more units Bldg New Single family and duplex Bldg Tenant improvements, renovations, or alterations > 5,000 sq ft that includes replacement or alteration of at least two of the following: HVAC system, building envelope, hot water system, or lighting system and project value greater than $200,000. Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 -$ $5 $77 -$ 41,377$ $49,555 $8,178 $14 $236 $44,080 11,547$ $16,575 $5,028 $30 $492 $12,301 29,331$ $15,680 ($13,651)$34 $558 $31,247 3,588$ $5,910 $2,322 $8 $127 $3,823 -$ $8 $127 35,882$ $59,100 $23,218 $78 $1,274 $38,226 -$ $8 $127 8,289$ $19,190 $10,901 $108 $1,766 $8,831 -$ $8 $127 14,863$ $7,645 ($7,218)$18 $288 $15,833 -$ 4,161$ ($4,161)$14 $222 $4,433 -$ 7,138$ $12,400 $5,262 $12 $190 $7,604 41,175$ $68,695 $27,520 $49 $798 $43,865 21,720$ $50,975 $29,255 $57 $926 $23,139 11,997$ $36,650 $24,653 $31 $511 $12,780 2,447$ $2,004 ($443)$40 $652 $2,606 -$ 42,474$ $42,471 ($3)$12 $441 $43,668 117,574$ $117,528 ($46)$20 $728 $120,881 3,691$ $3,692 $1 $26 $949 $3,795 -$ $42 $1,523 6,460$ $6,461 $1 $26 $949 $6,641 21,880$ $21,896 $16 $18 $662 $22,496 Capital Accounting Partners Page 21 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES Bldg C. Tenant improvements, renovations or alterations > $200,000 in valuation (and not triggered by a Calgreen Tier) Bldg If the project is over $100,000 Energy Star is required after 12 months of occupancy Bldg New commercial 1000 - 25,000 SF Bldg New commercial 25,001-50,000 SF Bldg New commercial >50,000 SF Bldg Landscape Review - plan review: Non-residential Bldg Landscape Review - inspection Bldg Landscape Review - plan review Bldg Landscape Review - inspection Bldg Landscape Review - plan review Bldg Landscape Review - inspection Bldg ADDITIONAL PUBLIC WORKS FEES Bldg Fence (encroachment permit) Bldg A. Constriction in public rght of way($1-$5,999) Bldg B. Constriction in public rght of way($6,000-$25,999) Bldg B. Constriction in public rght of way($6,000-$25,999) Bldg C. Constriction in public rght of way($26,000-$100,999) Bldg C. Constriction in public rght of way($26,000-$100,999) Bldg D. Constriction in public rght of way(>$101,000) Bldg D. Constriction in public rght of way(>$101,000) Bldg Bldg Improvement plan review Bldg Bldg Temporary Discharge to Storm Drain from Construction Site Bldg Temporary Discharge to Storm Drain (per week of discharge); this is additional to other fee Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 27,029$ $27,048 $19 $18 $662 $27,789 -$ $4 $144 25,243$ $25,242 ($1)$34 $1,236 $25,953 -$ $42 $1,523 -$ $50 $1,810 113,185$ $113,160 ($25)$53 $1,939 $116,344 11,070$ $11,100 $30 $5 $190 $11,379 92,870$ $92,880 $10 $32 $1,193 $95,462 14,761$ $14,800 $39 $5 $190 $15,173 18,864$ $18,860 ($4)$53 $1,939 $19,391 1,845$ $1,850 $5 $5 $190 $1,897 -$ 1,280$ $191 ($1,089)$84 $1,363 $1,363 54,069$ $92,560 $38,491 $27 $443 $57,601 20,796$ $35,600 $14,804 $27 $443 $22,154 46,800$ ($46,800)$37 6.14%$49,140 50,173$ $88,992 $38,819 $91 $1,485 $53,451 81,000$ ($81,000)$136 4.725%$85,050 31,557$ $74,004 $42,447 $294 $4,803 $33,619 66,500$ ($66,500)$429 3.99%$69,856 -$ -$ -$ 37,490$ ($37,490)$163 $2,663 $39,939 39,341$ ($39,341)$11 $274 $41,026 Capital Accounting Partners Page 22 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES Bldg Bldg Miscellaneous Building Fees 1 Commercial & Residential windows, skylights and doors, New and alteration (structural) (per 5) 2 Commercial & Residential windows, skylights and doors, New and alteration (non-structural) (per 10) 3 Residential Reroof 4 Residential Reroof (overlay) 5 6 Commercial and multifamily reroof (first 5000 SF) 7 Commercial and multifamily reroof (each additional 2500 SF) 8 Kitchen (nonstructural) (per each) 9 Bathroom (nonstructural) per each 10 Commercial & Residential Siding replacement or repair 11 Commercial & Residential Stucco replacement or repair 12 13 Technology Surcharge (revenue requirement) 14 15 Commercial doors, new and alteration (structural) (per 5 doors) 16 Commercial door replacement (nonstructural) (per 10) 17 Residential dry rot repair and replacement 18 19 Deck, new or repair up to 1000 SF 20 Deck, new or repair each additional 1000 SF 21 Sign permit 22 Work without a permit 23 Residential and commercial window awnings (groups of 5) 24 Cell Tower Equip 25 Utilities handling fee 26 Progress and partial inspections 27 Consultation (per hour) 28 29 Certifications: Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 -$ -$ 35,009$ ($35,009)$11 $279 $36,508 -$ $6 $139 7,750$ ($7,750)$11 $279 $8,082 -$ $3 $70 -$ 4,009$ ($4,009)$11 $279 $4,180 -$ $3 $70 49,106$ ($49,106)$9 $209 $51,209 71,355$ ($71,355)$11 $279 $74,410 4,410$ ($4,410)$6 $139 $4,598 2,806$ ($2,806)$9 $209 $2,926 -$ 250,000$ $0 ($250,000)$0 250,000$ -$ -$ $9 $209 -$ $6 $139 2,205$ ($2,205)$9 $209 $2,299 -$ $3 $70 4,810$ ($4,810)$9 $209 $5,016 -$ $3 $70 -$ $5 $116 -$ 67$ ($67)$3 $70 $70 2,806$ ($2,806)$9 $209 $2,926 -$ $5 $115 -$ $2 $56 -$ -$ -$ Capital Accounting Partners Page 23 of 24 BldCostCalcs Palo Alto Building Dept Building Valuation and Flat Fees Service # If Any Fee Name BUILDING FEES 30 Green Building - Special inspector applications and qualifications (initial review) 31 Green Building - Special inspector applications and qualifications (renewal/update) 32 Special Inspections - materials testing lab certification (up to 4 hours) 33 Special Inspections - materials testing lab certification (each additional hour) 34 Miscellaneous Building - base fee 35 Retaining Walls - first 100 LF 36 Retaining Walls - each additional 100 LF 37 Fees not listed above will either be based on an applicable hourly rate or at the given valuation Annual Revenue With Reserves Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy) R e q u i 3 Months Reserve, 5 Year Build Full Cost / Unit With Reserves ANNUAL REVENUE ANALYSIS INCLUDING RESERVES Reserve RequirementsAnnual Revenue Impact BUILDING FEES $ 652,317 -$ $16 $395 -$ $8 $197 -$ $65 $1,579 -$ $16 $395 73,510$ ($73,510)$5 $115 $76,658 -$ $4 $93 -$ $2 $46 -$ Annual Revenue Impact Revenue at Full Cost of Services Projection of Revenues at Current Fees Annual Surplus (subsidy)With Reserves 14,077,204$ 12,975,074$ ($1,102,130)$14,729,521 Capital Accounting Partners Page 24 of 24 BldCostCalcs City of Palo Alto (ID # 8175) City Council Staff Report Report Type: Informational Report Meeting Date: 6/19/2017 City of Palo Alto Page 1 Summary Title: Clarification to FY2017 Muni Fee Schedule for Development Services Title: Clarification to FY2017 Municipal Fee Schedule for Development Services From: City Manager Lead Department: Development Services Department Recommendation This is an informational item; no Council action is required. Executive Summary This is an Informational Report clarifying the definitions of “Project” and “Maintenance” items in building construction. This report responds to a request from the December 12, 2016 Council hearing for the Adoption of an Ordinance Amending the FY 2017 Municipal Fee Schedule to Reflect Development Services Cost of Services Study and FY 2017 Annual Adjustment. During that same meeting, Council also directed that proposed changes to Special Event fees be removed from the fee schedule prior to the second reading. After reviewing the Fee Schedule proposal and the Council’s comments, the Development Services Department and Fire Marshal have chosen not to re-introduce the “Special Event” fee in question in the proposed FY 2017 fee schedule. The Fire Marshal will continue to work with the Special Events Committee (headed by the Palo Alto Police Department) to ensure the public safety at large events, but has no control over the fees charged by the other departments involved. Background and Discussion “Projects” and “Maintenance” Definitions The California Building Code (CBC) requires building permits when any owner or owner’s agent intends to construct, enlarge, alter, repair, move demolish or change the occupancy of a building or structure or to install, enlarge, alter, repair, remove, convert or replace any City of Palo Alto Page 2 electrical, gas, mechanical or plumbing system. A permit is to be obtained from the Development Services department to ensure that the work performed is in compliance with the code. Within the CBC, there are exceptions to when a permit is required. For building permits, the following exceptions apply to structures: 1. One-story detached accessory structures used as storage sheds and playhouses and similar uses with a floor area not greater than 120 square feet, s.f. 2. Fences not over 7-feet high. 3. Retaining walls that are not over 4-feet in height measured from the bottom of the footing to the top of the wall. 4. Sidewalks and driveways not more than 30 inches above the adjacent grade and not over any basement or story below. 5. Painting, papering, tiling, carpeting, cabinets, counter tops and similar finish work. 6. Swings and other playground equipment accessory to detached one and two family dwellings. 7. Non-fixed and movable fixtures, cases, racks, counters and partitions not over 5 feet and 9 inches in height. For Electrical Residential Permits: 1. Minor repairs and maintenance, including the replacement of lamps or the connection of approved portable electrical equipment. For Gas & Mechanical Residential Permits: 1. Portable heating appliance 2. Replacement of any minor part that does not alter the equipment to make is unsafe. 3. Portable ventilation equipment 4. Portable cooling unit 5. Steam, hot or chilled water piping within any heating or cooling equipment For Plumbing Residential Permits: 1. The stopping of leaks in drains, water, waste or vent piping. 2. The clearing of stoppages or repairing leaks in pipes, valves or fixtures and the removal and reinstallation of water closets (toilets). New building construction, additions to existing buildings, remodeling kitchens and bathrooms are the most common residential projects that apply for building permits. These projects often combine the aspects of multiple construction disciplines, such as structural engineering, architectural life safety, mechanical, electrical and plumbing design and construction. Even small projects of kitchen and bathroom remodels can encompass multiple construction trades in its design and construction. City of Palo Alto Page 3 Some components, such as faucet and toilet replacements, repairing of plumbing piping and mechanical duct leaks are often performed on an individual basis. Unless performed as part of a larger project, this type of work is considered a maintenance item, which may be exempt from permit requirements. Even though some of the maintenance items do not require building permits, the work is required to comply with the applicable code and state regulations. Council had a question about the need for a permit to replace a single fixture in a bathroom or kitchen. Single fixture replacements fall in the category of maintenance and do not trigger the need for a building permit. Upon review of the building sub-permits (e.g., Plumbing, Mechanical and Electrical stand-alone permits) that were issued in 2016, there were no records of a single fixture permit, e.g., water-closet, faucet, receptacle outlet, etc., found to be issued. However, when work combines multiple construction trades, e.g. bathroom “like for like” remodels, and work that combines construction trades with minor structural alterations, e.g., kitchen remodel that relocates a bearing wall, or adds a window to an exterior wall, then the proposed work will be considered a project that does require a building permit, which includes plan review and field inspections. Fire Marshal’s Review of Special Events Staff has revisited their permitting process in response to the council’s question about the extent to which permits are needed for special events. It was council’s desire to reduce hurdles and unnecessary obstacles in the permitting of special events. While the previously proposed “Special Event” fee was removed, the Fire Department is bound by the California Fire code to permit and evaluate all tents and membrane structures having an area in excess of 400 square feet (CFC Sec. 3103.2). In response to council’s direction, staff has simplified the approval process and will simply continue using the existing tent permit fee structure from the 2016 fee schedule. Staff feels they can work with applicants to properly inspect these tents within the existing fee structure. Attachments:  City Council Action Minutes_12.12.16 City of Palo Alto (ID # 7525) City Council Staff Report Report Type: Action Items Meeting Date: 12/12/2016 City of Palo Alto Page 1 Summary Title: Development Services Cost of Services Study Title: PUBLIC HEARING: Adoption of an Ordinance Amending the FY 2017 Municipal Fee Schedule to Reflect Development Services Cost of Services Study and FY 2017 Annual Adjustment From: City Manager Lead Department: Development Services Department Recommendation Staff and the Finance Committee recommend that the City Council adopt an ordinance (Attachment A) to update the Fiscal Year 2017 Municipal Fee Schedule to adjust Development Services Municipal Fees, based on the completion of a Cost of Services Study (Attachment B) and adjusted by the annual inflator applied to Municipal Fees from Fiscal Year 2016 to Fiscal Year 2017. At the Finance Committee meeting of November 15, 2016, the Development Services Municipal Fee amendments were approved 4-0 without any recommended changes. Executive Summary The Development Services Department (DSD) initiated a Cost of Services Study in 2015 to evaluate development related service fees incurred by applicants seeking a construction related permit. These fees had not been reevaluated for many years, and the resulting recommendations -- if approved -- would increase fee revenues and lower General Fund subsidies consistent with the Cost Recovery Policy adopted by the City Council in May 2015. The proposed changes would amend the fee schedule to reflect current International Code Council (ICC) unit fee schedule structures and the City’s Green Building and Energy Ordinances by eliminating some fees, proposing new fees, consolidating or expanding others, and adjusting certain fees to a single flat-fee per permit. The City Council has the discretion to determine the level of cost recovery for each of these fees. However, under State law, fees cannot be set above the cost of service. The consultant report is discussed in detail below, and the proposed ordinance adopting fee changes (Attachment A) and the full text of the consultant report (Attachment B) are attached. City of Palo Alto Page 2 This study was completed based on FY 2016 data, therefore an annual inflation value of 5.5%, as recommended by the Office of Management and Budget for all Citywide fees in Fiscal Year 2017, has been included in the fees detailed in Attachment A as part of the final ordinance action for City Council consideration. Background In July 2010, the City Manager launched the comprehensive “Development Center Blueprint” (Blueprint) project to restructure and adopt more holistic approaches to integrated development review, permitting services, and staff coordination in order to improve organizational efficiencies and minimize unnecessary costs and delays to customers. Since the inception of the Blueprint, DSD has implemented new technologies, acquired additional space, upgraded the existing space, and consolidated into a central department, that consists of Building (formerly within the Planning department), Planning, Public Works, and Fire Prevention divisions. Development Services is now a “one-stop” shop, located in a leased space across from City Hall. Design development projects now have a single point of contact that facilitates the customers’ experience throughout the permitting and construction process. As part of the Fiscal Year 2014 Adopted Budget, and in efforts to better align the budget with the current operational structure, the City Council created the Development Services Department. Development Services embodies all development-related activities, including staff allocations, resources, and associated service fees across multiple departments. The operating budget currently relies on development review fees, permitting fees, and a subsidy from the General Fund. Though the fees have been adjusted annually for inflation factors, it has been at least five years since the fee schedule and structure were last subject to a full evaluation. The Development Services Department is made up of key representatives from four different departments including the Building, Planning, Public Works, and Fire divisions. These representatives are physically stationed at the Development Center (285 Hamilton Avenue) or elsewhere in the City, and provide development-related services to applicants seeking a construction-related permit. In the current budget structure, representatives are allocated proportionally to Development Services based on their time involved in the review process. Approximately 80 employees are fully or fractionally budgeted to the department, resulting in a total of 40 FTE. For example, Development Services has watershed protection representatives in the Public Works department and transportation planners in the Planning department City of Palo Alto Page 3 that review building permits. In addition to personnel costs, Development Services has specific overhead and indirect charges such as the rent, administrative functions, and city support services like Administrative Services, City Attorney, and Human Resources that must also be accounted for. As a department that operates based on fee revenues, the incoming fees must offset all expenses which include personnel, overhead, and indirect charges. On May 18, 2015 the City Council adopted the User Fee Recovery Level Policy (CMR 5735) that suggests levels of cost recovery (high, medium, and low) based upon policy considerations. As referenced in the table below, activities in which participants receive most or all of the benefit from the service provided (i.e. issuance of building permits), or which are regulatory in nature, fall within the “high” cost recovery level group. The City retained the services of Capital Accounting Partners (CAP) to complete a cost of services study to identify the total cost of providing services for which the City charges fees, Phase I of which is included as Attachment D. CAP has prepared hundreds of cost allocation plans for cities, counties and special districts throughout California, Texas, Washington and more. Some of their clients include San Diego, Glendale, Los Gatos, Santa Barbara, Burbank and Sacramento. Dan Edds is a project manager with CAP and has more than 15 years of experience consulting within the public sector. His operational improvement work has involved problem solving and process improvement opportunities for core business processes. CAP uses an activity-based costing model to calculate the cost of a specific service (detailed further in Attachment B), which identifies activities in an organization and assigns the cost of each activity with resources to all services according to the consumption by each. The model assigns direct and indirect costs to each fee, and therefore, calculates the cost of each fee at full cost recovery. As discussed below, Phase I of the study includes recommendations for the Department’s flat fees only. Discussion Fees and Fee Structure: Development Services fees are structured in two ways: flat or project valuation-based. Based on estimated FY 2016 revenues, approximately 75%, or $8.6 million, of departmental revenue is derived from project valuation-based fees. Major project valuation-based fees include the Building Permit and Plan Check fees. Industry practice correlates the valuation of a job to its complexity, in the aggregate, and building permit and plan check fees are then calculated based on a percentage of a project’s valuation. In contrast, flat rate fees are based on time and materials and activity levels. These fees comprise the remaining Development Services revenue. The following represents the projected breakdown of FY 2016 revenues evaluated as part of the fee study, at current fee levels: FY 2016 Development Services Projected Revenue City of Palo Alto Page 4 Fee Study Project Steps and Process: CAP was tasked to prepare a detailed cost analysis of its Development Services user fees with the objective of ensuring that the Development Services Department is fully accounting for all costs and recovering adequate revenues to cover expenses. Based on the current organizational structure, CAP developed a costing model to analyze the total cost of fee generating services and recommend adjustments necessary to reach full recovery. As the study progressed, it was determined that additional data points were necessary to recommend adjustments for valuation-based fee activities. Therefore, the report includes only a high-level assessment of aggregated building permit and plan check activities. Staff is currently in the process of implementing new data collection fields in the permit system and is expanding the existing study to include a survey of other comparable City valuation tables and alternative permit fee structures for what are currently valuation-based fees. The study conducted by CAP for all Non-Valuation-based fees, or “flat rate” fees, utilized an activity-based costing model to calculate the full cost of providing specific services. This methodology identifies activities in an organization and assigns the cost of each activity with resources to all services according to the consumption by each. The model assigns direct and indirect costs to each fee, where all proposed fees have been calculated at full recovery. A summary of how CAP builds cost structures follows: 1. Direct Costs Through meetings with staff, CAP identified all direct staff time spent on fee-related activities or services, where direct time is indicative of workers who are directly involved with activities of a specific fee or service. Average salaries and the City Standard productive rate of 1,600 hours/year were used for these calculations. Additionally, CAP identified other operational costs that are directly attributed to certain services, such as the Department’s use of on-call consultants for inspections in the Building and Fire divisions. 2. Indirect Costs (citywide administration) City of Palo Alto Page 5 These costs include processes that support, but do not directly apply to any specific activity or fee, such as the Citywide and Departmental Overhead. The Citywide overhead costs are allocated to departments based on the City’s Cost Allocation Plan. These represent expenses of supporting departments including the offices of the City Manager, City Attorney, City Auditor, City Clerk, Administrative Services, Human Resources, Information Technology, and Facilities Maintenance. 3. Overhead (departmental administration) Department Overhead is represented in two aspects: 1) Development Services as a whole; and 2) Divisional Overhead. Development Services overhead includes the salaries of the Director, the Director’s Administrative Assistant, and the Senior Management Analyst, as well as rent, and other supplies commonly used by all divisions of the department (Building, Planning, Public Works, and Fire Prevention). These are not assigned to any particular service, but are allocated to all fees since these professionals support all the activities of the department as a whole. The Divisional Overhead represents costs associated with managers, supervisors, and support staff and common purpose operational costs of the Public Works, Planning, and Fire Departments. For example, direct staff is allocated as a percentage of an FTE to Development Services based upon activity levels for Public Works, while divisional overhead which reflects the Public Works administrative costs such as budget, contract, and executive leadership costs are calculated as a rate that is applied to the salaries allocated to Development services and executed through a year-end adjustment. The rate assumes that the same level of administrative support provided to the Public Works Department is provided to the Public Works division within Development Services. These are not assigned to any particular service, but are allocated to all fees in the respective division. 4. Reserve A reserve fund provides a mechanism to finance future unanticipated events and other identified or planned needs of the department. For purposes of the calculation, the reserve amount is allocated to all fees, similar to Overhead. As part of the study, the consultant recommended that the City set a specific reserve policy, and included an illustrative calculation based on the common practice of building 6-12 months of operating expenses over a three year period. This is equivalent to a $2.3 million reserve within the annual cost structure of the department, and the study’s results show the full cost of fees with and without a reserve. However, due to the significant changes recommended to move closer towards cost recovery, and the anticipated future adjustments valuation-based fees, staff does not recommend the establishment of a reserve at this time. As such, the proposed fees presented in Attachment A do not include any assumption for reserve costs. Projections: The study indicates a total projected General Fund subsidy in FY 2016 of $1,787,985, excluding impacts of one-time activities, such as deferred revenue for large projects and expense savings. Once adjusted for one-time revenues, the net general fund subsidy in FY 2016 is approximately City of Palo Alto Page 6 $294,000. Drivers of Cost Recovery Variances: Staff believes the following to be key drivers for cost recovery variances within the Public Works, Planning, and Fire Prevention divisions: 1. Length of time since last comprehensive Fee Study. While fees have been adjusted annually for inflation factors, it has been at least five years since the fee schedule and structure were last subject to a full evaluation. 2. Fee levels in Planning, Public Works, and Fire have historically been set below full cost recovery. 3. As part of the creation of Development Services, the cost structure for Planning, Public Works, and Fire divisions has significantly changed. For example, divisions are now responsible for overhead allocations such as rent, Development Services managerial staff, and other commonly used operating expenses (e.g. scanning services, office supplies, etc.). Findings & Recommendations: Modifications to flat fees, representing approximately 25% or $2.7 million of departmental revenues, are representative of current resources, activities, and activity levels, as well as changes to California Building and Fire Codes, and/or state mandates. Recommended modifications to fees included re-naming fees, altering tiered fees and triggers, removing, and creating new fees. The proposed fees, including a description of changes where applicable, are included in Attachment A. Fire Prevention The largest impact of the Fee Study is anticipated in the Fire Prevention Division. Fire Prevention fees have historically been set below cost recovery, or were provided at no cost, and a complete fee study or evaluation has not been completed in at least five years. Further, as part of creating Development Services, all Fire Prevention staff and associated costs were moved to Development Services offices resulting in the need for additional space. Moving Fire Prevention entirely out of the Fire Department and into Development Services means that this division is now subject to a different cost structure that includes overhead allocations such as rent, Development Services managerial staff, and other commonly used operating expenses (e.g. scanning services, office supplies, etc.). All fees in Fire Prevention were calculated according to the consultant’s activity-based model, where fees have been proposed at full cost based on current activities, activity levels, and proposed resources. These proposed fees are included in the fee study and are proposed to be increased as recommended by CAP. City of Palo Alto Page 7 Public Works Public Works, like Planning, has a host of fees. However, many of their fees can be applied to both development and non-development-related work. The differentiating factor is that development-related work is entirely the result of private development. For example, a commercial developer has to apply for a street work permit to work in the right-of-way. That is entirely due to the impacts associated with their project. That work is driven by private interests and it has been the direction from Council to ensure that those fees are set at full cost recovery. Those fees are collected by and reside in Development Services as do the subsequent direct, indirect and overhead Public Works costs associated with providing those services. For purposes of this study, private development work is separate and distinct from non- development related work. Therefore, those services and fees are provided by Public Works as a whole, and the fees are set by Public Works as a whole through the Public Works departmental municipal fee schedule. Public Works, with direction from the City Council, decides how close to full cost recovery they should set those fees. The CAP study did include analysis of the Public Works Department, however, subsequent to the kick-off of the consultant study, updated analysis on staff allocations, time estimates, and fee volumes were obtained and staff was unable to incorporate this more current data into the consultant’s final results. Therefore, Public Works municipal fee proposals included as part of the development of the Adopted Fiscal Year 2017 Municipal Fee Schedule are reflective of a full cost recovery model, however, were not reflective of the specific methodologies and assumptions used in the CAP study. The FY 2017 Adopted Fees utilized the Questica Calculator launched by the Office of Management and Budget as opposed to those fees recommended in the CAP study. The Adopted amendments to Public Works’ fees in the Development Services Department represent significant recommended increases from the 2016 fees, and are expected to bring the Public Works fees much closer to cost recovery. As part of the FY 2018 budget process, the Office of Management and Budget, Development Services and Public Works will review these fees and ensure they are at full cost recovery and/or bring forward recommended adjustments to the fees and appropriate based on FY 2017 actual activity levels and estimated FY 2018 costs. Building Non-valuation fees were updated to reflect current ICC unit fee schedule structures, per California State code. Similar to Fire Prevention, a complete fee study or evaluation has not been completed in the last five years, and all fees are proposed at full cost according to the consultant’s activity based model and current activities, activity levels, and resources. The most significant changes recommended within the Building division are a result of restructuring Mechanical, Plumbing, and Electric Permit fees. These fees are charged in conjunction with the Building Permit and generally charge a Base Fee (representing administrative costs to process) and new or remodeled supplemental fee (based on square footage and representative of inspection costs). As a result of the study, current processing and inspection times have both decreased. At full cost, the base fee is proposed to decrease to $82, from $92, and the square footage fee to decrease to $0.02, from $0.11 per square foot. City of Palo Alto Page 8 Mechanical, Plumbing, and Electric fees can also be charged as stand-alone permits. These fees are structured as a Base fee (representing administrative costs to process) plus a supplemental permit fee (representing inspection costs). The base fee is proposed to decrease to $82 from $92 as stated above, where the unit of measure for the supplemental permit is proposed to change from “each” to “per permit”. The current unit of measure is reflective of time estimates for each incremental measure of an activity, such as the inspection of each individual light fixture or switch at $0.50/each. Determining the incremental unit of time is incredibly difficult, hard to justify, and is no longer a method promoted by ICC. As such, Development Services has revised these fees on a per permit basis, using time estimates of an average project (5,000 sq. ft.). In the case of the light fixture, the permit would be issued at a total cost of $82 for the Base Fee, representing administrative processing costs, plus $68 for the inspection of any number of light fixtures. Green Building Development Services continues to expand and develop the Green Building program in efforts to follow the City Council’s lead and maintain a leadership role in environmental sustainability. Fees were updated and new fees implemented to comply with State mandates, such as a Landscape review and permit management, as well as the current Green Building and Energy Ordinance. The cost structure of these fees includes consulting services associated with the integration and management of sustainable building practices and policies, Landscape review and permit management, as well as staff training, quality control, reporting, and informational outreach to the community. Use & Occupancy Use & Occupancy fees were included in the study; however, staff does not propose to adjust these fees at this time. These fees will be studied separately with the integration of the Business Registry fee where staff anticipates that drivers to calculate cost, such as activities and resources, will change as the program is developed. Next Steps: Development Services strives to operate as a revenue-supported department within the General Fund with the ultimate goal of being an enterprise fund. The ultimate goal of Development Services is to reach full cost recovery in all divisions and the adoption of the Fees outlined in Attachment A represents the next step towards this goal of full cost recovery. The department will continue to track revenues and expenditures at a divisional level through Fiscal Year 2017 in order to analyze their cost-recovery performance and will work collaboratively with the Office of Management and Budget, and the City Attorney’s Office to identify and define a reserve policy that is appropriate and specific to the Development Services. Staff anticipates returning to City Council with iterative recommendations, including adjustments to valuation-based fees and the inclusion of reserve costs, through subsequent budget processes. City of Palo Alto Page 9 Resource Impact The actions recommended in this report would increase the estimated revenue generated by the Development Service Department flat fee activities. Given the changing economic environment and the unknown potential impacts of the increases on activity levels (estimated to be minor), no adjustment to the budget is assumed. Revenue collections will be monitored and factored into the annual development of the budget as data is availabe and adjustments are found to be necessary. Environmental Review Adoption of an ordinance amending Development Services Municipal Fees is not a project for the purposes of the California Environmental Quality Act (CEQA) and therefore no environmental review is necessary. Attachments:  Attachment A: Municipal Fee Proposals (PDF)  Attachment B: CAP Cost of Services Study (PDF)  Attachment C: 11-15-16_FCM-Excerpt-Item-3 (PDF) City of Palo Alto (ID # 7347) Finance Committee Staff Report Report Type: Action Items Meeting Date: 11/15/2016 City of Palo Alto Page 1 Summary Title: Development Services Cost of Services Study Title: Development Services Cost of Services Study Including Fiscal Year 2017 Fee Proposals From: City Manager Lead Department: Development Services Department Recommendation Staff recommends that the Finance Committee recommend that the City Council adopt an ordinance amending to Development Services Municipal Fees as described in Attachment A, based on the completion of a Cost of Services Study (Attachment B) and adjusted by the annual inflator applied to Municipal Fees from Fiscal Year 2016 to Fiscal Year 2017. Executive Summary The Development Services Department (DSD) undertook a Cost of Services Study in 2015 to evaluate development related service fees incurred by applicants seeking a construction related permit. These fees had not been reevaluated for many years, and the resulting recommendations -- if approved -- would increase fee revenues and lower General Fund subsidies consistent with the Cost Recovery Policy adopted by the City Council in May 2015. The proposed changes would amend the fee schedule to reflect current International Code Council (ICC) unit fee schedule structures and the City’s Green Building and Energy Ordinances by eliminating some fees, proposing new fees, consolidating or expanding others, and adjusting certain fees to a single flat-fee per permit. The City Council has the discretion to determine the level of cost recovery for each of these fees. However, under State law, fees cannot be set above the cost of service. The consultant report is discussed in detail below, and the recommended fee changes (Attachment A) and the full text of the consultant report (Attachment B) are attached. This study was completed based on Fy2016 data, therefore an annual inflation value of 5.5%, as recommended by the Office of Management and Budget for all Citywide fees in Fiscal Year 2017, is not included in the fees detailed in Attachment A but staff does recommend that this increase be applied to all Development Services related fees in order to capture their cost in FY 2017 and included as part of the final ordinance action for City Council consideration. City of Palo Alto Page 2 Background In July 2010, the City Manager launched the comprehensive “Development Center Blueprint” (Blueprint) project to restructure and adopt more holistic approaches to integrated development review, permitting services, and staff coordination in order to improve organizational efficiencies and minimize unnecessary costs and delays to customers. Since the inception of the Blueprint, DSD has implemented new technologies, acquired additional space, upgraded the existing space, and consolidated into a central department, that consists of Building (formerly within the Planning department), Planning, Public Works, and Fire Prevention divisions. Development Services is now a “one-stop” shop, located in a leased space across from City Hall. Design development projects now have a single point of contact that facilitates the customers’ experience throughout the permitting and construction process. As part of the Fiscal Year 2014 Adopted Budget, and in efforts to better align the budget with the current operational structure, the City Council created the Development Services Department. Development Services embodies all development-related activities, including staff allocations, resources, and associated service fees across multiple departments. The operating budget currently relies on development review fees, permitting fees, and a subsidy from the General Fund. Though the fees have been adjusted annually for inflation factors, it has been at least five years since the fee schedule and structure were last subject to a full evaluation. The Development Services Department is made up of key representatives from four different departments including the Building, Planning, Public Works, and Fire divisions. These representatives are physically stationed at the Development Center (285 Hamilton Avenue) or elsewhere in the City, and provide development-related services to applicants seeking a construction-related permit. In the current budget structure, representatives are allocated proportionally to Development Services based on their time involved in the review process. Approximately 80 employees are fully or fractionally budgeted to the department, resulting in a total of 40 FTE. For example, Development Services has watershed protection representatives in the Public Works department and transportation planners in the Planning department that review building permits. In addition to personnel costs, Development Services has specific overhead and indirect charges such as the rent, administrative functions, and city support services like Administrative Services, City Attorney, and Human Resources that must also be accounted for. As a department that operates based on fee revenues, the incoming fees must offset all expenses which include City of Palo Alto Page 3 personnel, overhead, and indirect charges. On May 18, 2015 the City Council adopted the User Fee Recovery Level Policy (CMR 5735) that suggests levels of cost recovery (high, medium, and low) based upon policy considerations. As referenced in the table below, activities in which participants receive most or all of the benefit from the service provided (i.e. issuance of building permits), or which are regulatory in nature, fall within the “high” cost recovery level group. The City retained the services of Capital Accounting Partners (CAP) to complete a cost of services study to identify the total cost of providing services for which the City charges fees, Phase I of which is included as Attachment D. CAP has prepared hundreds of cost allocation plans for cities, counties and special districts throughout California, Texas, Washington and more. Some of their clients include San Diego, Glendale, Los Gatos, Santa Barbara, Burbank and Sacramento. Dan Edds is a project manager with CAP and has more than 15 years of experience consulting within the public sector. His operational improvement work has involved problem solving and process improvement opportunities for core business processes. CAP uses an activity-based costing model to calculate the cost of a specific service (detailed further in Attachment D), which identifies activities in an organization and assigns the cost of each activity with resources to all services according to the consumption by each. The model assigns direct and indirect costs to each fee, and therefore, calculates the cost of each fee at full cost recovery. As discussed below, Phase I of the study includes recommendations for the Department’s flat fees only. Discussion Fees and Fee Structure: Development Services fees are structured in two ways: flat or project valuation-based. Based on estimated FY 2016 revenues, approximately 75%, or $8.6 million, of departmental revenue is derived from project valuation-based fees. Major project valuation-based fees include the Building Permit and Plan Check fees. Industry practice correlates the valuation of a job to its complexity, in the aggregate, and as such fees are calculated based on a percentage of a projects valuation. Currently, the department uses the construction value for labor and materials of the permitted work as the basis for determining the total Building Permit fee. An additional Plan Check fee is assessed on top of the Building Permit, which is based on a percentage of the total Permit fee. The Plan Check fee is intended to recover costs associated with the Building, Fire & Life Safety, Zoning, and Public Works review of applicant plan submittals. In contrast, flat rate fees are fees costed based on time and materials and activity levels. These fees comprise the remaining Development Services revenue. The following represents the projected breakdown of FY 2016 revenues evaluated as part of the fee study, at current fee levels: City of Palo Alto Page 4 FY 2016 Development Services Projected Revenue Fee Study Project Steps and Process: CAP was tasked to prepare a detailed cost analysis of its Development Services user fees with the objective of ensuring that the Development Services Department is fully accounting for all costs and recovering adequate revenues to cover expenses. Based on the current organizational structure, CAP developed a costing model to analyze the total cost of fee generating services and recommend adjustments necessary to reach full recovery. As the study progressed, it was determined that additional data points were necessary to recommend adjustments for valuation-based fee activities. Therefore, the report includes only a high-level assessment of aggregated building permit and plan check activities. Staff is currently in the process of implementing new data collection fields in the permit system and is expanding the existing study to include a survey of other comparable City valuation tables and alternative permit fee structures for what are currently valuation-based fees. The study conducted by CAP for all Non-Valuation-based fees, or “flat rate” fees as referenced earlier in this report, utilized an activity-based costing model to calculate the full cost of providing specific services. This methodology identifies activities in an organization and assigns the cost of each activity with resources to all services according to the consumption by each. The model assigns direct and indirect costs to each fee, where all proposed fees have been calculated at full recovery. A summary of how CAP builds cost structures follows: 1. Direct Costs Through meetings with staff, CAP identified all direct staff time spent on fee-related activities or services, where direct time is indicative of workers who are directly involved with activities of a specific fee or service. Average salaries and the City Standard productive rate of 1,600 hours/year were used for these calculations. Additionally, CAP identified other operational costs that are directly attributed to certain services, such as the Department’s use of on-call consultants for inspections in the Building and Fire divisions. City of Palo Alto Page 5 2. Indirect Costs (citywide administration) These costs include processes that support, but do not directly apply to any specific activity or fee, such as the Citywide and Departmental Overhead. The Citywide overhead costs are allocated to departments based on the City’s Cost Allocation Plan. These represent expenses of supporting departments including the offices of the City Manager, City Attorney, City Auditor, City Clerk, Administrative Services, Human Resources, Information Technology, and Facilities Maintenance. 3. Overhead (departmental administration) Department Overhead is represented in two aspects: 1) Development Services as a whole; and 2) Divisional Overhead. Development Services overhead includes the salaries of the Director, the Director’s Administrative Assistant, and the Senior Management Analyst, as well as rent, and other supplies commonly used by all divisions of the department (Building, Planning, Public Works, and Fire Prevention). These are not assigned to any particular service, but are allocated to all fees since these professionals support all the activities of the department as a whole. The Divisional Overhead represents costs associated with managers, supervisors, and support staff and common purpose operational costs of the Public Works, Planning, and Fire Departments. For example, direct staff is allocated as a percentage of an FTE to Development Services based upon activity levels for Public Works, while divisional overhead which reflects the Public Works administrative costs such as budget, contract, and executive leadership costs are calculated as a rate that is applied to the salaries allocated to Development services and executed through a year-end adjustment. The rate assumes that the same level of administrative support provided to the Public Works Department is provided to the Public Works division within Development Services. These are not assigned to any particular service, but are allocated to all fees in the respective division. 4. Reserve A reserve fund provides a mechanism to finance future unanticipated events and other identified or planned needs of the department. For purposes of the calculation, the reserve amount is allocated to all fees, similar to Overhead. As part of the study, the consultant recommended that the City set a specific reserve policy, however included an optional common practice to build 6-12 months of operating expenses over a three year period. The original consultant study incorporates a $2.3 million reserve within the cost structure of the department, where results show the full cost of fees with and without a reserve. However, due to the recommended significant changes to move closer towards cost recovery, and the delay necessary to adjust valuation-based fees, staff does not recommend the establishment of a reserve at this time. As such, the proposed fees presented in Attachment A do not include any assumption for reserve costs. Projections: The study indicates a total projected General Fund subsidy in FY 2016 of $1,787,985, excluding City of Palo Alto Page 6 impacts of one-time activities, such as deferred revenue for large projects and expense savings. Once adjusted for one-time revenues, the net general fund subsidy in FY 2016 is approximately $294,000. Drivers of Cost Recovery Variances: Staff believes the following to be key drivers for cost recovery variances within the Public Works, Planning, and Fire Prevention divisions: 1. Length of time since last comprehensive Fee Study. While fees have been adjusted annually for inflation factors, it has been at least five years since the fee schedule and structure were last subject to a full evaluation. 2. Fee levels in Planning, Public Works, and Fire have historically been set below full cost recovery. 3. As part of the creation of Development Services, the cost structure for Planning, Public Works, and Fire divisions has significantly changed. For example, divisions are now responsible for overhead allocations such as rent, Development Services managerial staff, and other commonly used operating expenses (e.g. scanning services, office supplies, etc.). Findings & Recommendations: Modifications to flat fees, representing approximately 25% or $2.7 million of departmental revenues, are representative of current resources, activities, and activity levels, as well as changes to California Building and Fire Codes, and/or state mandates. Recommended modifications to fees included re-naming fees, altering tiered fees and triggers, removing, and creating new fees. The proposed fees, including a description of changes where applicable, are included as Attachment A (excluding the recommended 5.5% increase to align with FY 2017 costs). Fire Prevention The largest impact of the Fee Study is anticipated in the Fire Prevention Division. Fire Prevention fees have historically been set below cost recovery, or were provided at no cost, and a complete fee study or evaluation has not been completed in at least five years. Further, as part of creating Development Services, all Fire Prevention staff and associated costs were moved to Development Services offices resulting in the need for additional space. Moving Fire Prevention entirely out of the Fire Department and into Development Services means that this division is now subject to a different cost structure that includes overhead allocations such as rent, Development Services managerial staff, and other commonly used operating expenses (e.g. scanning services, office supplies, etc.). All fees in Fire Prevention were calculated according to the consultant’s activity-based model, where fees have been proposed at full cost based on current activities, activity levels, and City of Palo Alto Page 7 proposed resources. These proposed fees are included in the fee study and are proposed to be increased as recommended by CAP. Public Works Public Works, like Planning, has a host of fees. However, many of their fees can be applied to both development and non-development-related work. The differentiating factor is that development-related work is entirely the result of private development. For example, a commercial developer has to apply for a street work permit to work in the right-of-way. That is entirely due to the impacts associated with their project. That work is driven by private interests and it has been the direction from Council to ensure that those fees are set at full cost recovery. Those fees are collected by and reside in Development Services as do the subsequent direct, indirect and overhead Public Works costs associated with providing those services. For purposes of this study, private development work is separate and distinct from non- development related work. Therefore, those services and fees are provided by Public Works as a whole, and the fees are set by Public Works as a whole through the Public Works departmental municipal fee schedule. Public Works, with direction from the City Council, decides how close to full cost recovery they should set those fees. The CAP study did include analysis of the Public Works Department, however, subsequent to the kick-off of the consultant study, updated analysis on staff allocations, time estimates, and fee volumes were obtained and staff was unable to incorporate this more current data into the consultant’s final results. Therefore, Public Works municipal fee proposals included as part of the development of the Adopted Fiscal Year 2017 Municipal Fee Schedule are reflective of a full cost recovery model, however, were not reflective of the specific methodologies and assumptions used in the CAP study. The FY 2017 Adopted Fees utilized the Questica Calculator launched by the Office of Management and Budget as opposed to those fees recommended in the CAP study. The Adopted amendments to Public Works’ fees in the Development Services Department represent significant recommended increases from the 2016 fees, and are expected to bring the Public Works fees much closer to cost recovery. As part of the FY 2018 budget process, the Office of Management and Budget, Development Services and Public Works will review these fees and ensure they are at full cost recovery and/or bring forward recommended adjustments to the fees and appropriate based on FY 2017 actual activity levels and estimated FY 2018 costs. Building Non-valuation fees were updated to reflect current ICC unit fee schedule structures, per California State code. Similar to Fire Prevention, a complete fee study or evaluation has not been completed in the last five years, and all fees are proposed at full cost according to the consultant’s activity based model and current activities, activity levels, and resources. The most significant changes recommended within the Building division are a result of restructuring Mechanical, Plumbing, and Electric Permit fees. These fees are charged in conjunction with the Building Permit and generally charge a Base Fee (representing administrative costs to process) and new or remodeled supplemental fee (based on square City of Palo Alto Page 8 footage and representative of inspection costs). As a result of the study, current processing and inspection times have both decreased. At full cost, the base fee is proposed to decrease to $82, from $92, and the square footage fee to decrease to $0.02, from $0.11 per square foot. Mechanical, Plumbing, and Electric fees can also be charged as stand-alone permits. These fees are structured as a Base fee (representing administrative costs to process) plus a supplemental permit fee (representing inspection costs). The base fee is proposed to decrease to $82 from $92 as stated above, where the unit of measure for the supplemental permit is proposed to change from “each” to “per permit”. The current unit of measure is reflective of time estimates for each incremental measure of an activity, such as the inspection of each individual light fixture or switch at $0.50/each. Determining the incremental unit of time is incredibly difficult, hard to justify, and is no longer a method promoted by ICC. As such, Development Services has revised these fees on a per permit basis, using time estimates of an average project (5,000 sq. ft.). In the case of the light fixture, the permit would be issued at a total cost of $82 for the Base Fee, representing administrative processing costs, plus $68 for the inspection of any number of light fixtures. Green Building Development Services continues to expand and develop the Green Building program in efforts to follow the City Council’s lead and maintain a leadership role in environmental sustainability. Fees were updated and new fees implemented to comply with State mandates, such as a Landscape review and permit management, as well as the current Green Building and Energy Ordinance. The cost structure of these fees includes consulting services associated with the integration and management of sustainable building practices and policies, Landscape review and permit management, as well as staff training, quality control, reporting, and informational outreach to the community. Use & Occupancy Use & Occupancy fees were included in the study; however, staff does not propose to adjust these fees at this time. These fees will be studied separately with the integration of the Business Registry fee where staff anticipates that drivers to calculate cost, such as activities and resources, will change as the program is developed. Next Steps: Development Services strives to operate as a revenue-supported department within the General Fund with the ultimate goal of being an enterprise fund. The ultimate goal of Development Services is to reach full cost recovery in all divisions and the adoption of the Fees outlined in Attachment A represents the next step towards this goal of full cost recovery. The department will continue to track revenues and expenditures at a divisional level through Fiscal Year 2017 in order to analyze their cost-recovery performance and will work collaboratively with the Office of Management and Budget, and the City Attorney’s Office to identify and define a reserve policy that is appropriate and specific to the Development City of Palo Alto Page 9 Services. Staff anticipates returning to City Council with iterative recommendations, including adjustments to valuation-based fees and the inclusion of reserve costs, through subsequent budget processes. Resource Impact The actions recommended in this report would increase the estimated revenue generated by the Development Service Department flat fee activities. Given the changing economic environment and the unknown potential impacts of the increases on activity levels (estimated to be minor), no adjustment to the budget is assumed. Revenue collections will be monitored and factored into the annual development of the budget as data is availabe and adjustments are found to be necessary. Environmental Review Adoption of an ordinance amending Development Services Municipal Fees is not a project for the purposes of the California Environmental Quality Act (CEQA) and therefore no environmental review is necessary. Attachments: Attachment A_Municipal Fee Proposals (PDF) Attachment B_CAP Cost of Services Study (PDF)